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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
165
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
AF
26
Allworth Financial
California
$4.23M
CWM
27
CarsonAllaria Wealth Management
Illinois
$4.2M
WIM
28
Westside Investment Management
California
$3.77M
CA
29
Crumly & Associates
Illinois
$3.75M
CAAS
30
Capital Asset Advisory Services
Michigan
$3.73M
AWM
31
Axxcess Wealth Management
California
$3.59M
NA
32
NewEdge Advisors
Louisiana
$3.54M
UBS Group
33
UBS Group
Switzerland
$3.42M
CPCP
34
Cedar Point Capital Partners
Iowa
$3.34M
AFG
35
ABLE Financial Group
Arizona
$3.3M
RMDI
36
R.M. Davis Inc
Maine
$3.29M
MWC
37
MBM Wealth Consultants
Missouri
$2.8M
PFG
38
PAX Financial Group
Texas
$2.74M
OIA
39
OneDigital Investment Advisors
Kansas
$2.71M
WA
40
Waverly Advisors
Alabama
$2.66M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.53M
CAC
42
Certified Advisory Corp
Florida
$2.28M
AC
43
AIFG Consultants
New York
$2.11M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.11M
IWA
45
Inspirion Wealth Advisors
Illinois
$2.04M
PPWP
46
Premier Path Wealth Partners
New Jersey
$1.99M
UW
47
Unique Wealth
Florida
$1.91M
CWP
48
Cyndeo Wealth Partners
Florida
$1.87M
LI
49
LifeWealth Investments
Florida
$1.75M
YIA
50
YHB Investment Advisors
Connecticut
$1.73M