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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 %
AIM
201
Anchor Investment Management
South Carolina
$641K – – –
PAWA
202
Palo Alto Wealth Advisors
California
$637K +$3.22K +63 +0.5%
P
203
&Partners
Tennessee
$625K +$30.1K +585 +5%
SFC
204
Summit Financial Consulting
Michigan
$618K +$618K +11,986 New
AC
205
Apella Capital
Connecticut
$614K +$3.79K +74 +0.6%
DWP
206
Destiny Wealth Partners
Florida
$610K -$1.19K -23 -0.2%
VPP
207
Vertex Planning Partners
Illinois
$602K +$119K +2,307 +25%
KCM
208
Kendall Capital Management
Maryland
$598K – – –
FFN
209
Focus Financial Network
Minnesota
$594K -$6.6K -128 -1%
OCM
210
Objective Capital Management
Ohio
$594K +$75.4K +1,462 +15%
SWA
211
Stratos Wealth Advisors
Ohio
$592K +$2.84K +55 +0.5%
FCA
212
Fortis Capital Advisors
Kansas
$580K +$580K +11,254 New
First Trust Advisors
213
First Trust Advisors
Illinois
$572K -$53.2K -1,032 -9%
NL
214
NWAM LLC
Washington
$551K +$49.5K +960 +10%
EWA
215
EP Wealth Advisors
California
$548K – – –
LFAS
216
Level Four Advisory Services
Texas
$547K +$7.42K +144 +1%
FTUS
217
Flow Traders U.S.
New York
$534K -$2.02M -39,193 -79%
GC
218
Grimes & Company
Massachusetts
$525K +$525K +10,180 New
SWM
219
StoneCrest Wealth Management
Arizona
$522K – – –
WA
220
WBH Advisory
Maryland
$506K +$53.6K +1,039 +12%
WAM
221
WNY Asset Management
New York
$504K +$504K +9,773 New
CCM
222
Coldstream Capital Management
Washington
$499K -$69.6K -1,350 -12%
4WM
223
49 Wealth Management
Texas
$480K +$78K +1,513 +19%
DC
224
Davenport & Co
Virginia
$475K +$103K +2,000 +28%
TCM
225
Towneley Capital Management
California
$467K +$3.76K +73 +0.8%
7 8
9
10 11