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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

165 hedge funds and large institutions have $607M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
79
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$21.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$38.3M
4
SWP
Sagespring Wealth Partners
Tennessee
$11.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.8M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$265K
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Bank of America
Bank of America
North Carolina
$53.6M
4
Cerity Partners
Cerity Partners
New York
$12.5M
5
GSIAS
Garden State Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$4.23M +$1.87M +37,709 +80%
CWM
27
CarsonAllaria Wealth Management
Illinois
$4.2M -$906K -18,106 -18%
WIM
28
Westside Investment Management
California
$3.77M -$125K -2,502 -3%
CA
29
Crumly & Associates
Illinois
$3.75M +$530K +10,595 +16%
CAAS
30
Capital Asset Advisory Services
Michigan
$3.73M +$589K +11,778 +19%
AWM
31
Axxcess Wealth Management
California
$3.59M +$556K +11,124 +18%
NA
32
NewEdge Advisors
Louisiana
$3.54M -$506K -10,107 -13%
UBS Group
33
UBS Group
Switzerland
$3.42M +$1.02M +20,469 +43%
CPCP
34
Cedar Point Capital Partners
Iowa
$3.34M +$91.2K +1,823 +3%
AFG
35
ABLE Financial Group
Arizona
$3.3M +$234K +4,687 +8%
RMDI
36
R.M. Davis Inc
Maine
$3.29M +$165K +3,291 +5%
MWC
37
MBM Wealth Consultants
Missouri
$2.8M +$285K +5,704 +11%
PFG
38
PAX Financial Group
Texas
$2.74M +$268K +5,357 +11%
OIA
39
OneDigital Investment Advisors
Kansas
$2.71M -$338K -6,761 -11%
WA
40
Waverly Advisors
Alabama
$2.66M +$206K +4,118 +8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.53M +$43.4K +868 +2%
CAC
42
Certified Advisory Corp
Florida
$2.28M -$36.3K -726 -2%
AC
43
AIFG Consultants
New York
$2.11M +$76.7K +1,533 +4%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.11M +$584K +11,682 +38%
IWA
45
Inspirion Wealth Advisors
Illinois
$2.04M -$250K -5,000 -11%
PPWP
46
Premier Path Wealth Partners
New Jersey
$1.99M -$31.7K -634 -2%
UW
47
Unique Wealth
Florida
$1.91M +$1.47M +29,336 +331%
CWP
48
Cyndeo Wealth Partners
Florida
$1.87M +$342K +6,830 +22%
LI
49
LifeWealth Investments
Florida
$1.75M – – –
YIA
50
YHB Investment Advisors
Connecticut
$1.73M +$260K +5,200 +18%
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