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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

166 hedge funds and large institutions have $777M 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, 72 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
72
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$166M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.8M
3
SFG
3
Stonebridge Financial Group
Pennsylvania
$53.4M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$28.7M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.2M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$0
2
Cerity Partners
2
Cerity Partners
New York
$3.85M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$34.2M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$4.56M 90,908 +6,374 +8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.52M 90,096 +2,811 +3%
SFM
28
Signet Financial Management
New Jersey
$4.52M 90,057 -1,516 -2%
Cerity Partners
29
Cerity Partners
New York
$3.85M 76,692 -173,858 -69%
UBS Group
30
UBS Group
Switzerland
$3.76M 74,991 +6,560 +10%
AFG
31
ABLE Financial Group
Arizona
$3.63M 72,452 +6,578 +10%
UW
32
Unique Wealth
Florida
$3.51M 69,866 +31,672 +83%
WIM
33
Westside Investment Management
California
$3.49M 69,628 -5,749 -8%
CA
34
Crumly & Associates
Illinois
$3.46M 68,982 -5,991 -8%
RMDI
35
R.M. Davis Inc
Maine
$3.43M 68,370 +2,541 +4%
CPCP
36
Cedar Point Capital Partners
Iowa
$3.11M 62,003 -4,799 -7%
MWC
37
MBM Wealth Consultants
Missouri
$3.03M 60,482 +4,469 +8%
CIAS
38
CFS Investment Advisory Services
New Jersey
$3.02M 60,162 +60,162 New
WA
39
Waverly Advisors
Alabama
$2.51M 50,017 -3,143 -6%
CAC
40
Certified Advisory Corp
Florida
$2.36M 47,013 +1,357 +3%
EC
41
Elequin Capital
New York
$2.28M 45,444 +45,444 New
PFG
42
PAX Financial Group
Texas
$2.28M 45,442 -9,393 -17%
OIA
43
OneDigital Investment Advisors
Kansas
$2.23M 44,435 -9,668 -18%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.17M 43,323 +1,149 +3%
AC
45
AIFG Consultants
New York
$2.12M 42,341 +143 +0.3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.12M 42,231 -8,310 -16%
AAS
47
Avantax Advisory Services
Texas
$2.07M 41,349 +6,716 +19%
IWA
48
Inspirion Wealth Advisors
Illinois
$2.04M 40,758 – –
YIA
49
YHB Investment Advisors
Connecticut
$2M 39,857 +5,197 +15%
GVAG
50
Great Valley Advisor Group
Delaware
$1.99M 39,716 +39,716 New
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