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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

381 hedge funds and large institutions have $1.78B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 184 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

72% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 107

9% more capital invested

Capital invested by funds: $1.63B → $1.78B (+$154M)

6% more funds holding

Funds holding: 359381 (+22)

1.08% less ownership

Funds ownership: 80.83%79.75% (-1.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
381
Holders Change
+22
Holders Change %
+6.13%
% of All Funds
5%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
42
Increased
184
Reduced
107
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$155M +$12.3M +238,682 +9%
Bank of America
2
Bank of America
North Carolina
$146M +$23.6M +457,446 +20%
Wells Fargo
3
Wells Fargo
California
$94.6M +$5.43M +105,322 +6%
LPL Financial
4
LPL Financial
California
$90.9M +$9.76M +189,413 +12%
JP Morgan Chase
5
JP Morgan Chase
New York
$65M +$3.86M +74,920 +6%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$45.3M +$2.03M +39,410 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39.2M +$3.26M +63,347 +9%
DWM
8
Dynasty Wealth Management
Florida
$38.5M -$9.71M -188,485 -20%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$38.2M +$6.44M +124,996 +21%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$31.9M +$3.24M +62,909 +11%
UBS Group
11
UBS Group
Switzerland
$29.5M -$2.45M -47,501 -8%
SFGP
12
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$28.7M +$816K +15,837 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$27.8M +$1.78M +34,627 +7%
MW
14
MBL Wealth
North Carolina
$23.1M +$419K +8,135 +2%
NA
15
NewEdge Advisors
Louisiana
$23M +$1.11M +21,607 +5%
CAL
16
Capital Analysts LLC
Pennsylvania
$21.2M +$405K +7,861 +2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$21M +$18.8M +364,578 +1,003%
HighTower Advisors
18
HighTower Advisors
Illinois
$19.9M +$4.4M +85,348 +29%
SWP
19
Sagespring Wealth Partners
Tennessee
$18.2M +$1.08M +20,988 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$16.9M +$3.4M +65,948 +26%
RMDI
21
R.M. Davis Inc
Maine
$16.2M -$266K -5,155 -2%
AWM
22
Austin Wealth Management
Texas
$16M +$259K +5,029 +2%
QWP
23
Quotient Wealth Partners
Texas
$15.8M -$773 -15 -0%
LFG
24
Larson Financial Group
Missouri
$15.7M +$4.2M +81,575 +37%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$14.4M +$3.68M +71,532 +35%