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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

169 hedge funds and large institutions have $779M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
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
$166M
SFG
2
Stonebridge Financial Group
Pennsylvania
$53.4M
Bank of America
3
Bank of America
North Carolina
$52.8M
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$44.8M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.2M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$34.2M
SWP
7
Sagespring Wealth Partners
Tennessee
$28.7M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.1M
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$26.3M
LPL Financial
10
LPL Financial
California
$22.5M
BWM
11
Biltmore Wealth Management
Arizona
$21.6M
TCM
12
TD Capital Management
Tennessee
$18.5M
Osaic Holdings
13
Osaic Holdings
Arizona
$13.1M
CCM
14
Condor Capital Management
New Jersey
$13M
Wells Fargo
15
Wells Fargo
California
$12.9M
Raymond James Financial
16
Raymond James Financial
Florida
$9.66M
QWP
17
Quotient Wealth Partners
Texas
$7.32M
WFA
18
Websterrogers Financial Advisors
South Carolina
$6.45M
KLI
19
Kelman-Lazarov Inc
Tennessee
$5.99M
Stifel Financial
20
Stifel Financial
Missouri
$5.82M
AF
21
Allworth Financial
California
$4.91M
AWM
22
Axxcess Wealth Management
California
$4.86M
CAAS
23
Capital Asset Advisory Services
Michigan
$4.83M
CWM
24
CarsonAllaria Wealth Management
Illinois
$4.78M
NA
25
NewEdge Advisors
Louisiana
$4.76M