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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
BFC
201
Bedel Financial Consulting
Indiana
$651K
YIA
202
YHB Investment Advisors
Connecticut
$643K +$36.2K +698 +6%
AIM
203
Anchor Investment Management
South Carolina
$641K
PAWA
204
Palo Alto Wealth Advisors
California
$637K +$3.27K +63 +0.5%
P
205
&Partners
Tennessee
$625K +$30.3K +585 +5%
SFC
206
Summit Financial Consulting
Michigan
$618K +$622K +11,986 New
AC
207
Apella Capital
Connecticut
$614K +$3.84K +74 +0.6%
DWP
208
Destiny Wealth Partners
Florida
$610K -$1.19K -23 -0.2%
VPP
209
Vertex Planning Partners
Illinois
$602K +$120K +2,307 +25%
KCM
210
Kendall Capital Management
Maryland
$598K
FFN
211
Focus Financial Network
Minnesota
$594K -$6.64K -128 -1%
OCM
212
Objective Capital Management
Ohio
$594K +$75.8K +1,462 +15%
SWA
213
Stratos Wealth Advisors
Ohio
$592K +$2.85K +55 +0.5%
FCA
214
Fortis Capital Advisors
Kansas
$580K +$584K +11,254 New
First Trust Advisors
215
First Trust Advisors
Illinois
$572K -$53.5K -1,032 -9%
NL
216
NWAM LLC
Washington
$551K +$49.8K +960 +10%
EWA
217
EP Wealth Advisors
California
$548K
LFAS
218
Level Four Advisory Services
Texas
$547K +$7.47K +144 +1%
FTUS
219
Flow Traders U.S.
New York
$534K -$2.03M -39,193 -79%
GC
220
Grimes & Company
Massachusetts
$525K +$528K +10,180 New
SWM
221
StoneCrest Wealth Management
Arizona
$522K
WA
222
WBH Advisory
Maryland
$506K +$53.9K +1,039 +12%
WAM
223
WNY Asset Management
New York
$504K +$507K +9,773 New
CCM
224
Coldstream Capital Management
Washington
$499K -$70K -1,350 -12%
4WM
225
49 Wealth Management
Texas
$480K +$78.5K +1,513 +19%

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.