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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
Bank of America
1
Bank of America
North Carolina
$111M +$6.55M +126,226 +6%
Morgan Stanley
2
Morgan Stanley
New York
$105M +$14.5M +279,078 +16%
JP Morgan Chase
3
JP Morgan Chase
New York
$85.5M +$865K +16,674 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$82.4M +$4.1M +79,123 +5%
Wells Fargo
5
Wells Fargo
California
$72.6M +$5.99M +115,580 +9%
LPL Financial
6
LPL Financial
California
$71M +$3.84M +73,974 +6%
DWM
7
Dynasty Wealth Management
Florida
$48.2M -$3.42M -65,894 -7%
SFGP
8
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$34.3M +$1.87M +36,148 +6%
UBS Group
9
UBS Group
Switzerland
$33.3M -$7.53M -145,166 -18%
SWP
10
Sagespring Wealth Partners
Tennessee
$29.5M +$303K +5,836 +1%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$27.6M +$379K +7,305 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$23.6M +$618K +11,924 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$23.3M +$2.15M +41,484 +10%
MW
14
MBL Wealth
North Carolina
$22.3M +$42.8K +825 +0.2%
WWA
15
WCG Wealth Advisors
Nevada
$21.4M -$2.91M -56,174 -12%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$20.8M -$1.7M -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 +$1.46M +28,098 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$17.9M +$14.1M +270,984 +359%
NA
20
NewEdge Advisors
Louisiana
$16.9M +$609K +11,742 +4%
KIM
21
Kestra Investment Management
Texas
$15.8M +$6.75M +130,181 +74%
RMDI
22
R.M. Davis Inc
Maine
$15.6M -$405K -7,807 -3%
QWP
23
Quotient Wealth Partners
Texas
$14.9M -$4.17M -80,390 -22%
APP
24
Avantax Planning Partners
Iowa
$13.9M -$198K -3,820 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$12.9M -$432K -8,327 -3%

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.