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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

168 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
168
Holders Change
+3
Holders Change %
+1.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
74
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 Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$4.56M +$320K +6,374 +8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.52M +$141K +2,811 +3%
SFM
28
Signet Financial Management
New Jersey
$4.52M -$76.1K -1,516 -2%
Cerity Partners
29
Cerity Partners
New York
$3.85M -$8.72M -173,858 -69%
UBS Group
30
UBS Group
Switzerland
$3.76M +$329K +6,560 +10%
AFG
31
ABLE Financial Group
Arizona
$3.63M +$330K +6,578 +10%
UW
32
Unique Wealth
Florida
$3.51M +$1.59M +31,672 +83%
WIM
33
Westside Investment Management
California
$3.49M -$288K -5,749 -8%
CA
34
Crumly & Associates
Illinois
$3.46M -$301K -5,991 -8%
RMDI
35
R.M. Davis Inc
Maine
$3.43M +$127K +2,541 +4%
CPCP
36
Cedar Point Capital Partners
Iowa
$3.11M -$241K -4,799 -7%
MWC
37
MBM Wealth Consultants
Missouri
$3.03M +$224K +4,469 +8%
CIAS
38
CFS Investment Advisory Services
New Jersey
$3.02M +$3.02M +60,162 New
WA
39
Waverly Advisors
Alabama
$2.51M -$158K -3,143 -6%
CAC
40
Certified Advisory Corp
Florida
$2.36M +$68.1K +1,357 +3%
EC
41
Elequin Capital
New York
$2.28M +$2.28M +45,444 New
PFG
42
PAX Financial Group
Texas
$2.28M -$471K -9,393 -17%
OIA
43
OneDigital Investment Advisors
Kansas
$2.23M -$485K -9,668 -18%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.17M +$57.7K +1,149 +3%
AC
45
AIFG Consultants
New York
$2.12M +$7.17K +143 +0.3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.12M -$417K -8,310 -16%
AAS
47
Avantax Advisory Services
Texas
$2.07M +$337K +6,716 +19%
IWA
48
Inspirion Wealth Advisors
Illinois
$2.04M – – –
YIA
49
YHB Investment Advisors
Connecticut
$2M +$261K +5,197 +15%
GVAG
50
Great Valley Advisor Group
Delaware
$1.99M +$1.99M +39,716 New
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