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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

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: 333359 (+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: 1111 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Petra Financial Advisors
Colorado
$782K -$9.49K -186 -1%
MFGM
202
Marshall Financial Group (Maryland)
Maryland
$765K -$2.55K -50 -0.3%
RWM
203
Revisor Wealth Management
Ohio
$762K -$765 -15 -0.1%
OIA
204
OneDigital Investment Advisors
Kansas
$759K +$27.1K +531 +4%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$750K -$238K -4,659 -24%
VC
206
Vicus Capital
Pennsylvania
$747K +$307K +6,025 +71%
YIA
207
YHB Investment Advisors
Connecticut
$740K +$98.9K +1,938 +16%
RSWA
208
Robinson Smith Wealth Advisors
Maine
$734K -$199K -3,902 -21%
SFA
209
Sequoia Financial Advisors
Ohio
$725K -$43.9K -860 -6%
MCFP
210
Mallini Complete Financial Planning
Florida
$724K
MSFS
211
Main Street Financial Solutions
Pennsylvania
$720K +$4.44K +87 +0.6%
OCM
212
One Capital Management
California
$719K +$714K +13,991 New
AWM
213
Avaii Wealth Management
Wisconsin
$716K -$181K -3,538 -20%
CFP
214
Curran Financial Partners
South Carolina
$713K -$75.7K -1,484 -10%
PAWA
215
Palo Alto Wealth Advisors
California
$701K +$60.7K +1,189 +10%
HF
216
HRT Financial
New York
$699K +$695K +13,623 New
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$697K +$693K +13,578 New
MWP
218
Madison Wealth Partners
Wisconsin
$697K -$147K -2,884 -18%
SFC
219
Summit Financial Consulting
Michigan
$683K +$67.4K +1,320 +11%
BFC
220
Bedel Financial Consulting
Indiana
$665K +$9.95K +195 +2%
APA
221
Astoria Portfolio Advisors
New York
$664K -$112K -2,197 -14%
CCA
222
Cora Capital Advisors
New Jersey
$642K -$618K -12,107 -49%
AIM
223
Anchor Investment Management
South Carolina
$638K
VPP
224
Vertex Planning Partners
Illinois
$620K +$20K +391 +3%
AC
225
Apella Capital
Connecticut
$618K +$3.27K +64 +0.5%

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.