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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

170 hedge funds and large institutions have $784M 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, 75 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 48

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $609M → $784M (+$175M)

2% more funds holding

Funds holding: 166 → 170 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.88% less ownership

Funds ownership: 89.42% → 88.54% (-0.88%)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
75
Reduced
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$117M
2
JP Morgan Chase
JP Morgan Chase
New York
+$24.6M
3
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
+$21.7M
4
SWP
Sagespring Wealth Partners
Tennessee
+$16.6M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.61M

Top Sellers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
-$21.7M
2
Cerity Partners
Cerity Partners
New York
-$8.67M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$8.05M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.24M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
MAI Capital Management
Ohio
$4.56M +$318K +6,374 +8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.52M +$140K +2,811 +3%
SFM
28
Signet Financial Management
New Jersey
$4.52M -$75.6K -1,516 -2%
Cerity Partners
29
Cerity Partners
New York
$3.85M -$8.67M -173,858 -69%
UBS Group
30
UBS Group
Switzerland
$3.76M +$327K +6,560 +10%
AFG
31
ABLE Financial Group
Arizona
$3.63M +$328K +6,578 +10%
LI
32
LifeWealth Investments
Florida
$3.52M – – –
UW
33
Unique Wealth
Florida
$3.51M +$1.58M +31,672 +83%
WIM
34
Westside Investment Management
California
$3.49M -$287K -5,749 -8%
CA
35
Crumly & Associates
Illinois
$3.46M -$299K -5,991 -8%
RMDI
36
R.M. Davis Inc
Maine
$3.43M +$127K +2,541 +4%
CPCP
37
Cedar Point Capital Partners
Iowa
$3.11M -$239K -4,799 -7%
MWC
38
MBM Wealth Consultants
Missouri
$3.03M +$223K +4,469 +8%
CIAS
39
CFS Investment Advisory Services
New Jersey
$3.02M +$3M +60,162 New
WA
40
Waverly Advisors
Alabama
$2.51M -$157K -3,143 -6%
CAC
41
Certified Advisory Corp
Florida
$2.36M +$67.6K +1,357 +3%
EC
42
Elequin Capital
New York
$2.28M +$2.27M +45,444 New
PFG
43
PAX Financial Group
Texas
$2.28M -$468K -9,393 -17%
OIA
44
OneDigital Investment Advisors
Kansas
$2.23M -$482K -9,668 -18%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.17M +$57.3K +1,149 +3%
AC
46
AIFG Consultants
New York
$2.12M +$7.13K +143 +0.3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.12M -$414K -8,310 -16%
AAS
48
Avantax Advisory Services
Texas
$2.07M +$335K +6,716 +19%
IWA
49
Inspirion Wealth Advisors
Illinois
$2.04M – – –
YIA
50
YHB Investment Advisors
Connecticut
$2M +$259K +5,197 +15%
1
2
3 4 5

SMMU Hedge Fund Activity: Q2 2025 in Review

170 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2025, worth a combined $784M — up 29% from $609M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMU positions and 15 closed out — a net gain of 6 holders — while 75 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $21.7M sold.

  • 170 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $784M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2025, up 29% quarter-over-quarter.
  • 21 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2025 and 15 closed out, a net change of +6 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2025 was Morgan Stanley, an estimated $117M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2025 was Dynasty Wealth Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2025.