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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

331 hedge funds and large institutions have $1.52B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.5%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
36
Increased
147
Reduced
96
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$14.4M
2
Osaic Holdings
Osaic Holdings
Arizona
+$14M
3
MML Investors Services
MML Investors Services
Massachusetts
+$11.1M
4
CAL
Capital Analysts LLC
Pennsylvania
+$10.4M
5
TNA
True North Advisors
Texas
+$6.74M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$9.53M
2
UBS Group
UBS Group
Switzerland
-$7.48M
3
Jane Street
Jane Street
New York
-$7.44M
4
MCWS
McKinley Carter Wealth Services
West Virginia
-$7.13M
5
BFG
Bleakley Financial Group
New Jersey
-$6.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
176
Midwest Financial Group
Kansas
$837K -$78.9K -1,530 -9%
SSC
177
Syverson Strege & Co
Iowa
$835K +$6.86K +133 +0.8%
CCFM
178
Clear Creek Financial Management
Washington
$834K +$442K +8,570 +113%
GWM
179
Geneos Wealth Management
Colorado
$812K +$437K +8,470 +116%
WN
180
Williams & Novak
California
$802K +$33.5K +650 +4%
STA
181
Smith Thornton Advisors
Alabama
$800K -$261K -5,064 -25%
PFA
182
Petra Financial Advisors
Colorado
$795K – – –
CFP
183
Curran Financial Partners
South Carolina
$792K +$379K +7,355 +92%
BAM
184
Belpointe Asset Management
Nevada
$792K +$792K +15,357 New
BCG
185
Breakwater Capital Group
New Jersey
$791K -$68.8K -1,334 -8%
BWMG
186
Barnes Wealth Management Group
California
$775K +$52.5K +1,018 +7%
APA
187
Astoria Portfolio Advisors
New York
$773K +$92.4K +1,821 +14%
SFA
188
Sequoia Financial Advisors
Ohio
$772K – – –
MFGM
189
Marshall Financial Group (Maryland)
Maryland
$772K +$424K +8,223 +122%
RWM
190
Revisor Wealth Management
Ohio
$767K +$767K +14,875 New
SWM
191
SeaCrest Wealth Management
New York
$754K +$29.4K +571 +4%
KWM
192
Kingsview Wealth Management
Oregon
$746K – – –
OIA
193
OneDigital Investment Advisors
Kansas
$734K -$121K -2,344 -14%
MCFP
194
Mallini Complete Financial Planning
Florida
$727K – – –
MSFS
195
Main Street Financial Solutions
Pennsylvania
$718K +$35.4K +687 +5%
CIA
196
Concurrent Investment Advisors
Florida
$704K +$107K +2,074 +18%
RT
197
Rockland Trust
Massachusetts
$702K -$192K -3,720 -21%
BPA
198
Beacon Pointe Advisors
California
$655K +$655K +12,702 New
BFC
199
Bedel Financial Consulting
Indiana
$651K – – –
YIA
200
YHB Investment Advisors
Connecticut
$643K +$36K +698 +6%
6 7
8
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