We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

195 hedge funds and large institutions have $892M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 185195 (+10)

2% more capital invested

Capital invested by funds: $871M → $892M (+$21.5M)

4.6% less ownership

Funds ownership: 89.64%85.03% (-4.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
88
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$6.7M +$527K +10,411 +9%
HAG
27
HighPoint Advisor Group
Illinois
$6.6M -$31.8K -628 -0.5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.71M +$982K +19,386 +21%
CA
29
Crumly & Associates
Illinois
$5.3M +$721K +14,231 +16%
OCA
30
Optimus Capital Advisors
Texas
$5.22M +$409K +8,078 +8%
MCM
31
MAI Capital Management
Ohio
$4.99M +$103K +2,038 +2%
CWM
32
CarsonAllaria Wealth Management
Illinois
$4.78M -$115K -2,268 -2%
NA
33
NewEdge Advisors
Louisiana
$4.63M +$303K +5,983 +7%
SN
34
Sittner & Nelson
Oregon
$4.21M -$150K -2,956 -3%
MWC
35
MBM Wealth Consultants
Missouri
$4.02M +$414K +8,176 +11%
Goldman Sachs
36
Goldman Sachs
New York
$3.36M +$3.37M +66,564 New
MIA
37
Milestone Investment Advisors
Wisconsin
$3.32M +$1.12M +22,038 +50%
AFG
38
ABLE Financial Group
Arizona
$3.09M -$8.61K -170 -0.3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.93M +$104K +2,047 +4%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.92M +$2.94M +57,953 New
YIA
41
YHB Investment Advisors
Connecticut
$2.91M +$474K +9,360 +19%
CIAS
42
CFS Investment Advisory Services
New Jersey
$2.88M -$111K -2,190 -4%
CAC
43
Certified Advisory Corp
Florida
$2.78M +$226K +4,470 +9%
SF
44
Summit Financial
New Jersey
$2.69M +$1.58M +31,154 +140%
Cerity Partners
45
Cerity Partners
New York
$2.67M -$618K -12,208 -19%
WIM
46
Westside Investment Management
California
$2.64M -$641K -12,650 -19%
IAA
47
Independent Advisor Alliance
North Carolina
$2.58M +$2.59M +51,180 New
Jones Financial Companies
48
Jones Financial Companies
Missouri
$2.51M +$1.1M +21,803 +78%
UBS Group
49
UBS Group
Switzerland
$2.46M -$273K -5,391 -10%
PCIA
50
Prime Capital Investment Advisors
Kansas
$2.42M +$702K +13,860 +41%

SMMU Hedge Fund Activity: Q1 2026 in Review

195 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q1 2026, worth a combined $892M — up 2.5% from $871M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMMU positions and 13 closed out — a net gain of 14 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.5M.

  • 195 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $892M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 27 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q1 2026 and 13 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q1 2026 was Morgan Stanley, an estimated $18.6M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.