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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

359 hedge funds and large institutions have $1.63B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 163 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

58% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 103

8% more funds holding

Funds holding: 333 → 359 (+26)

7% more capital invested

Capital invested by funds: $1.52B → $1.63B (+$102M)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

3.04% less ownership

Funds ownership: 83.87% → 80.83% (-3%)

Holders
359
Holders Change
+26
Holders Change %
+7.81%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
45
Increased
163
Reduced
103
Closed
16
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$35.7M
2
Wells Fargo
Wells Fargo
California
+$15.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15M
4
AWM
Austin Wealth Management
Texas
+$11.3M
5
HI
Harper Investing
California
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$39.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$25M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.5M
4
SWP
Sagespring Wealth Partners
Tennessee
-$12.6M
5
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
176
Kuhn & Co Investment Counsel
Illinois
$1M +$52.4K +1,026 +6%
CIA
177
Concurrent Investment Advisors
Florida
$989K +$286K +5,596 +41%
PWM
178
Perigon Wealth Management
California
$976K +$969K +18,994 New
Natixis Advisors
179
Natixis Advisors
Massachusetts
$957K +$2.09K +41 +0.2%
SWM
180
SeaCrest Wealth Management
New York
$948K +$196K +3,840 +26%
SIAG
181
Signet Investment Advisory Group
Rhode Island
$939K +$102K +2,000 +12%
PGAM
182
Princeton Global Asset Management
New Jersey
$938K +$9.19K +180 +1%
BRWA
183
B. Riley Wealth Advisors
Florida
$924K +$918K +18,000 New
WN
184
Williams & Novak
California
$919K +$120K +2,350 +15%
LCWP
185
Legacy Capital Wealth Partners
Arkansas
$916K -$430K -8,435 -32%
SI
186
Saxon Interests
Texas
$914K – – –
FFP
187
Freedom Financial Partners
Minnesota
$912K +$32K +627 +4%
STA
188
Smith Thornton Advisors
Alabama
$910K +$111K +2,184 +14%
KPP
189
Kings Path Partners
Texas
$907K -$131K -2,577 -13%
OWA
190
Oak Wealth Advisors
Illinois
$901K +$896K +17,551 New
FLPIM
191
F.L. Putnam Investment Management
Massachusetts
$899K -$1.18M -23,106 -57%
WA
192
WBH Advisory
Maryland
$880K +$374K +7,329 +75%
TCG
193
Transcendent Capital Group
Oklahoma
$863K – – –
SSC
194
Syverson Strege & Co
Iowa
$858K +$26.1K +511 +3%
MFG
195
Merit Financial Group
Georgia
$850K +$503K +9,857 +147%
FFA
196
Fragasso Financial Advisors
Pennsylvania
$845K – – –
OP
197
ORG Partners
Indiana
$833K -$2.7K -53 -0.3%
BWMG
198
Barnes Wealth Management Group
California
$815K +$42.7K +836 +6%
P
199
&Partners
Tennessee
$797K +$172K +3,374 +28%
CCFM
200
Clear Creek Financial Management
Washington
$784K -$46.3K -908 -6%
6 7
8
9 10

MUNI Hedge Fund Activity: Q2 2025 in Review

359 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) for Q2 2025, worth a combined $1.63B — up 6.7% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MUNI positions and 16 closed out — a net gain of 29 holders — while 163 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $39.4M.

  • 359 institutional investors held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $1.63B of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 45 funds opened new PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund positions in Q2 2025 and 16 closed out, a net change of +29 holders.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund buyer in Q2 2025 was Morgan Stanley, an estimated $35.7M added.
  • The largest PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $39.4M sold.

Based on aggregated 13F filings for Q2 2025.