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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
Morgan Stanley
1
Morgan Stanley
New York
$140M +$35.7M +699,502 +34%
Bank of America
2
Bank of America
North Carolina
$120M +$9.47M +185,579 +9%
Wells Fargo
3
Wells Fargo
California
$87.5M +$15.1M +296,819 +21%
LPL Financial
4
LPL Financial
California
$79.6M +$8.77M +171,960 +12%
JP Morgan Chase
5
JP Morgan Chase
New York
$60M -$25M -489,957 -30%
DWM
6
Dynasty Wealth Management
Florida
$47.6M -$436K -8,547 -0.9%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$42.5M -$39.4M -771,449 -48%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.2M +$15M +294,872 +75%
UBS Group
9
UBS Group
Switzerland
$31.5M -$1.69M -33,052 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$31.1M +$7.83M +153,367 +34%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$28.1M +$614K +12,042 +2%
SFGP
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$27.3M -$6.8M -133,287 -20%
Raymond James Financial
13
Raymond James Financial
Florida
$25.5M +$1.97M +38,668 +8%
KIM
14
Kestra Investment Management
Texas
$24.6M +$8.72M +170,877 +56%
MW
15
MBL Wealth
North Carolina
$22.3M +$73.7K +1,445 +0.3%
NA
16
NewEdge Advisors
Louisiana
$21.5M +$4.63M +90,749 +28%
CAL
17
Capital Analysts LLC
Pennsylvania
$20.4M -$118K -2,313 -0.6%
WWA
18
WCG Wealth Advisors
Nevada
$16.8M -$4.51M -88,385 -21%
SWP
19
Sagespring Wealth Partners
Tennessee
$16.8M -$12.6M -246,046 -43%
MML Investors Services
20
MML Investors Services
Massachusetts
$16.8M +$4.04M +79,093 +32%
RMDI
21
R.M. Davis Inc
Maine
$16.2M +$633K +12,410 +4%
QWP
22
Quotient Wealth Partners
Texas
$15.6M +$739K +14,481 +5%
AWM
23
Austin Wealth Management
Texas
$15.2M +$11.3M +221,958 +292%
HighTower Advisors
24
HighTower Advisors
Illinois
$15.2M +$2.31M +45,222 +18%
APP
25
Avantax Planning Partners
Iowa
$13.3M -$517K -10,135 -4%

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.