MUNI icon

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

357 hedge funds and large institutions have $1.61B 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, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+26
Holders Change %
+7.85%
% of All Funds
4.79%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
45
Increased
162
Reduced
102
Closed
14
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35.9M
2
Wells Fargo
Wells Fargo
California
+$15.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M
4
AWM
Austin Wealth Management
Texas
+$11.4M
5
HI
Harper Investing
California
+$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$39.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$25.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$18.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$14M
5
SWP
Sagespring Wealth Partners
Tennessee
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
Perigon Wealth Management
California
$976K +$976K +18,994 New
Natixis Advisors
177
Natixis Advisors
Massachusetts
$957K +$2.11K +41 +0.2%
SWM
178
SeaCrest Wealth Management
New York
$948K +$197K +3,840 +26%
SIAG
179
Signet Investment Advisory Group
Rhode Island
$939K +$103K +2,000 +12%
PGAM
180
Princeton Global Asset Management
New Jersey
$938K +$9.25K +180 +1%
BRWA
181
B. Riley Wealth Advisors
Florida
$924K +$924K +18,000 New
WN
182
Williams & Novak
California
$919K +$121K +2,350 +15%
LCWP
183
Legacy Capital Wealth Partners
Arkansas
$916K -$433K -8,435 -32%
SI
184
Saxon Interests
Texas
$914K – – –
FFP
185
Freedom Financial Partners
Minnesota
$912K +$32.2K +627 +4%
STA
186
Smith Thornton Advisors
Alabama
$910K +$112K +2,184 +14%
KPP
187
Kings Path Partners
Texas
$907K -$132K -2,577 -13%
OWA
188
Oak Wealth Advisors
Illinois
$901K +$901K +17,551 New
FLPIM
189
F.L. Putnam Investment Management
Massachusetts
$899K -$1.19M -23,106 -57%
WA
190
WBH Advisory
Maryland
$880K +$376K +7,329 +75%
TCG
191
Transcendent Capital Group
Oklahoma
$863K – – –
SSC
192
Syverson Strege & Co
Iowa
$858K +$26.2K +511 +3%
MFG
193
Merit Financial Group
Georgia
$850K +$506K +9,857 +147%
FFA
194
Fragasso Financial Advisors
Pennsylvania
$845K – – –
OP
195
ORG Partners
Indiana
$833K -$2.73K -53 -0.3%
BWMG
196
Barnes Wealth Management Group
California
$815K +$42.9K +836 +6%
P
197
&Partners
Tennessee
$797K +$173K +3,374 +28%
CCFM
198
Clear Creek Financial Management
Washington
$784K -$46.6K -908 -6%
PFA
199
Petra Financial Advisors
Colorado
$782K -$9.55K -186 -1%
MFGM
200
Marshall Financial Group (Maryland)
Maryland
$765K -$2.56K -50 -0.3%
6 7
8
9 10