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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI

Overview Fund Activity

355 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 44 funds opening new positions, 162 increasing their positions, 102 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+24
Holders Change %
+7.25%
% of All Funds
4.77%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
44
Increased
162
Reduced
102
Closed
14
Calls
$493K
Puts
–
Net Calls
+$493K
Net Calls Change
+$493K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$140M
2
Wells Fargo
2
Wells Fargo
California
$87.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.2M
4
AWM
4
Austin Wealth Management
Texas
$15.2M
5
HI
5
Harper Investing
California
$10.3M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$42.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.87M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.87M
5
SWP
5
Sagespring Wealth Partners
Tennessee
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
201
OneDigital Investment Advisors
Kansas
$759K +$27.3K +531 +4%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$750K -$239K -4,659 -24%
VC
203
Vicus Capital
Pennsylvania
$747K +$309K +6,025 +71%
YIA
204
YHB Investment Advisors
Connecticut
$740K +$99.5K +1,938 +16%
RSWA
205
Robinson Smith Wealth Advisors
Maine
$734K -$200K -3,902 -21%
SFA
206
Sequoia Financial Advisors
Ohio
$725K -$44.2K -860 -6%
MCFP
207
Mallini Complete Financial Planning
Florida
$724K – – –
MSFS
208
Main Street Financial Solutions
Pennsylvania
$720K +$4.47K +87 +0.6%
OCM
209
One Capital Management
California
$719K +$719K +13,991 New
AWM
210
Avaii Wealth Management
Wisconsin
$716K -$182K -3,538 -20%
CFP
211
Curran Financial Partners
South Carolina
$713K -$76.2K -1,484 -10%
PAWA
212
Palo Alto Wealth Advisors
California
$701K +$61.1K +1,189 +10%
HF
213
HRT Financial
New York
$699K +$699K +13,623 New
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$697K +$697K +13,578 New
MWP
215
Madison Wealth Partners
Wisconsin
$697K -$148K -2,884 -18%
SFC
216
Summit Financial Consulting
Michigan
$683K +$67.8K +1,320 +11%
BFC
217
Bedel Financial Consulting
Indiana
$665K +$10K +195 +2%
APA
218
Astoria Portfolio Advisors
New York
$664K -$112K -2,197 -14%
CCA
219
Cora Capital Advisors
New Jersey
$642K -$622K -12,107 -49%
AIM
220
Anchor Investment Management
South Carolina
$638K – – –
VPP
221
Vertex Planning Partners
Illinois
$620K +$20.1K +391 +3%
AC
222
Apella Capital
Connecticut
$618K +$3.28K +64 +0.5%
RT
223
Rockland Trust
Massachusetts
$614K -$85.7K -1,669 -12%
OCM
224
Objective Capital Management
Ohio
$611K +$19.5K +380 +3%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$607K +$607K +11,813 New
7 8
9
10 11