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PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

412 hedge funds and large institutions have $2.01B invested in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 201 increasing their positions, 100 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

101% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 100

13% more capital invested

Capital invested by funds: $1.78B → $2.01B (+$232M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8% more funds holding

Funds holding: 381412 (+31)

0.68% more ownership

Funds ownership: 79.75%80.42% (+0.68%)

Holders
412
Holders Change
+31
Holders Change %
+8.14%
% of All Funds
5.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
60
Increased
201
Reduced
100
Closed
21
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
$168M +$21.4M +407,165 +15%
Morgan Stanley
2
Morgan Stanley
New York
$156M +$458K +8,717 +0.3%
Wells Fargo
3
Wells Fargo
California
$108M +$13M +248,438 +14%
LPL Financial
4
LPL Financial
California
$106M +$15M +286,613 +16%
JP Morgan Chase
5
JP Morgan Chase
New York
$63.4M -$1.75M -33,251 -3%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$48.4M +$2.96M +56,437 +7%
WWA
7
WCG Wealth Advisors
Nevada
$45.3M +$32.1M +611,375 +241%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$38.5M +$208K +3,967 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$34.3M +$6.45M +122,793 +23%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$33.2M +$12.1M +230,444 +57%
DWM
11
Dynasty Wealth Management
Florida
$32.9M -$5.77M -109,884 -15%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$31.6M -$311K -5,923 -1%
UBS Group
13
UBS Group
Switzerland
$30.5M +$846K +16,118 +3%
SFGP
14
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$30.4M +$1.64M +31,293 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$30.2M +$10.2M +194,839 +51%
NA
16
NewEdge Advisors
Louisiana
$27.8M +$4.75M +90,447 +21%
MW
17
MBL Wealth
North Carolina
$23.9M +$708K +13,478 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$23M -$16.2M -309,340 -41%
CAL
19
Capital Analysts LLC
Pennsylvania
$22.2M +$1.02M +19,336 +5%
Stifel Financial
20
Stifel Financial
Missouri
$21.1M +$9.59M +182,661 +83%
Osaic Holdings
21
Osaic Holdings
Arizona
$20.1M +$3.07M +58,396 +18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18.5M +$6.74M +128,376 +57%
LFG
23
Larson Financial Group
Missouri
$18.5M +$2.69M +51,284 +17%
RMDI
24
R.M. Davis Inc
Maine
$17.5M +$1.23M +23,469 +8%
QWP
25
Quotient Wealth Partners
Texas
$17M +$1.11M +21,196 +7%