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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

174 hedge funds and large institutions have $894M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$185M
Bank of America
2
Bank of America
North Carolina
$55.5M
SFG
3
Stonebridge Financial Group
Pennsylvania
$53.2M
JP Morgan Chase
4
JP Morgan Chase
New York
$48.5M
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$48.4M
DWM
6
Dynasty Wealth Management
Florida
$40M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$39.8M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$37.2M
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$34.8M
SWP
10
Sagespring Wealth Partners
Tennessee
$28.2M
LPL Financial
11
LPL Financial
California
$23.3M
BWM
12
Biltmore Wealth Management
Arizona
$20.1M
TCM
13
TD Capital Management
Tennessee
$18.4M
Osaic Holdings
14
Osaic Holdings
Arizona
$15.3M
Raymond James Financial
15
Raymond James Financial
Florida
$14.6M
Wells Fargo
16
Wells Fargo
California
$13.5M
CCM
17
Condor Capital Management
New Jersey
$13.1M
QWP
18
Quotient Wealth Partners
Texas
$7.25M
Stifel Financial
19
Stifel Financial
Missouri
$6.86M
KLI
20
Kelman-Lazarov Inc
Tennessee
$6.82M
WFA
21
Websterrogers Financial Advisors
South Carolina
$6.72M
AWM
22
Axxcess Wealth Management
California
$5.95M
CAAS
23
Capital Asset Advisory Services
Michigan
$5.95M
IWC
24
Integrated Wealth Concepts
Massachusetts
$4.93M
MCM
25
MAI Capital Management
Ohio
$4.59M