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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 %
Bank of America
1
Bank of America
North Carolina
$111M +$6.51M +126,226 +6%
Morgan Stanley
2
Morgan Stanley
New York
$105M +$14.4M +279,078 +16%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$85.5M +$860K +16,674 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$82.4M +$4.08M +79,123 +5%
Wells Fargo
5
Wells Fargo
California
$72.6M +$5.96M +115,580 +9%
LPL Financial
6
LPL Financial
California
$71M +$3.81M +73,974 +6%
DWM
7
Dynasty Wealth Management
Florida
$48.2M -$3.4M -65,894 -7%
SFG
8
Stonebridge Financial Group
Pennsylvania
$34.3M +$1.86M +36,148 +6%
UBS Group
9
UBS Group
Switzerland
$33.3M -$7.48M -145,166 -18%
SWP
10
Sagespring Wealth Partners
Tennessee
$29.5M +$301K +5,836 +1%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$27.6M +$377K +7,305 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$23.6M +$615K +11,924 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$23.3M +$2.14M +41,484 +10%
MW
14
MBL Wealth
North Carolina
$22.3M +$42.5K +825 +0.2%
WWA
15
WCG Wealth Advisors
Nevada
$21.4M -$2.9M -56,174 -12%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$20.8M -$1.71M -32,794 -8%
CAL
17
Capital Analysts LLC
Pennsylvania
$20.6M +$10.4M +201,283 +102%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$20.1M +$1.45M +28,098 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$17.9M +$14M +270,984 +359%
NA
20
NewEdge Advisors
Louisiana
$16.9M +$605K +11,742 +4%
KIM
21
Kestra Investment Management
Texas
$15.8M +$6.71M +130,181 +74%
RMDI
22
R.M. Davis Inc
Maine
$15.6M -$402K -7,807 -3%
QWP
23
Quotient Wealth Partners
Texas
$14.9M -$4.14M -80,390 -22%
APP
24
Avantax Planning Partners
Iowa
$13.9M -$197K -3,820 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$12.9M -$429K -8,327 -3%
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