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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

333 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, 149 increasing their positions, 96 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

55% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 96

29% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 28

1.33% more ownership

Funds ownership: 82.54%83.87% (+1.3%)

0% less funds holding

Funds holding: 334333 (-1)

58% less capital invested

Capital invested by funds: $3.6B → $1.52B (-$2.08B)

Holders
333
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.46%
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
149
Reduced
96
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
176
Intrua Financial
Texas
$837K +$842K +16,240 New
OP
177
ORG Partners
Indiana
$837K -$50.7K -978 -6%
MFG
178
Midwest Financial Group
Kansas
$837K -$79.4K -1,530 -9%
SSC
179
Syverson Strege & Co
Iowa
$835K +$6.9K +133 +0.8%
CCFM
180
Clear Creek Financial Management
Washington
$834K +$444K +8,570 +113%
GWM
181
Geneos Wealth Management
Colorado
$812K +$439K +8,470 +116%
WN
182
Williams & Novak
California
$802K +$33.7K +650 +4%
STA
183
Smith Thornton Advisors
Alabama
$800K -$263K -5,064 -25%
PFA
184
Petra Financial Advisors
Colorado
$795K
CFP
185
Curran Financial Partners
South Carolina
$792K +$381K +7,355 +92%
BAM
186
Belpointe Asset Management
Nevada
$792K +$797K +15,357 New
BCG
187
Breakwater Capital Group
New Jersey
$791K -$69.2K -1,334 -8%
BWMG
188
Barnes Wealth Management Group
California
$775K +$52.8K +1,018 +7%
APA
189
Astoria Portfolio Advisors
New York
$773K +$94.4K +1,821 +14%
SFA
190
Sequoia Financial Advisors
Ohio
$772K
MFGM
191
Marshall Financial Group (Maryland)
Maryland
$772K +$426K +8,223 +122%
RWM
192
Revisor Wealth Management
Ohio
$767K +$772K +14,875 New
SWM
193
SeaCrest Wealth Management
New York
$754K +$29.6K +571 +4%
KWM
194
Kingsview Wealth Management
Oregon
$746K
OIA
195
OneDigital Investment Advisors
Kansas
$734K -$122K -2,344 -14%
MCFP
196
Mallini Complete Financial Planning
Florida
$727K
MSFS
197
Main Street Financial Solutions
Pennsylvania
$718K +$35.6K +687 +5%
CIA
198
Concurrent Investment Advisors
Florida
$704K +$108K +2,074 +18%
RT
199
Rockland Trust
Massachusetts
$702K -$193K -3,720 -21%
BPA
200
Beacon Pointe Advisors
California
$655K +$659K +12,702 New

MUNI Hedge Fund Activity: Q1 2025 in Review

333 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q1 2025, worth a combined $1.52B — down 58% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MUNI positions and 28 closed out — a net gain of 8 holders — while 149 added to existing stakes and 96 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $9.53M sold.

  • 333 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q1 2025, down from 334 in Q4 2024.
  • Funds reported $1.52B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q1 2025, down 58% quarter-over-quarter.
  • 36 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q1 2025 and 28 closed out, a net change of +8 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q1 2025 was Morgan Stanley, an estimated $14.5M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q1 2025 was Independent Advisor Alliance, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2025.