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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

185 hedge funds and large institutions have $871M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 177185 (+8)

4% less capital invested

Capital invested by funds: $903M → $871M (-$31.7M)

4.8% less ownership

Funds ownership: 94.44%89.64% (-4.8%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
91
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$6.17M +$540K +10,705 +10%
CWM
27
CarsonAllaria Wealth Management
Illinois
$4.9M +$335K +6,636 +7%
MCM
28
MAI Capital Management
Ohio
$4.88M +$302K +5,989 +7%
OCA
29
Optimus Capital Advisors
Texas
$4.81M +$4.81M +95,297 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.73M +$177K +3,508 +4%
CA
31
Crumly & Associates
Illinois
$4.58M +$122K +2,410 +3%
SN
32
Sittner & Nelson
Oregon
$4.39M +$2.58M +51,147 +145%
NA
33
NewEdge Advisors
Louisiana
$4.33M +$940K +18,618 +28%
GWP
34
Gateway Wealth Partners
Wisconsin
$3.9M +$383K +7,579 +11%
MWC
35
MBM Wealth Consultants
Missouri
$3.6M +$373K +7,382 +12%
Citadel Advisors
36
Citadel Advisors
Florida
$3.29M +$2.36M +46,794 +255%
Cerity Partners
37
Cerity Partners
New York
$3.28M -$412K -8,165 -11%
WIM
38
Westside Investment Management
California
$3.27M -$239K -4,738 -7%
AFG
39
ABLE Financial Group
Arizona
$3.09M +$400K +7,920 +15%
CIAS
40
CFS Investment Advisory Services
New Jersey
$2.98M -$42.6K -844 -1%
CPCP
41
Cedar Point Capital Partners
Iowa
$2.84M -$337K -6,676 -11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.82M +$266K +5,272 +10%
UBS Group
43
UBS Group
Switzerland
$2.73M -$648K -12,831 -19%
CAC
44
Certified Advisory Corp
Florida
$2.55M +$54.9K +1,088 +2%
AC
45
AIFG Consultants
New York
$2.49M +$81.8K +1,620 +3%
YIA
46
YHB Investment Advisors
Connecticut
$2.44M +$418K +8,280 +21%
WA
47
Waverly Advisors
Alabama
$2.42M -$12.8K -253 -0.5%
UW
48
Unique Wealth
Florida
$2.41M -$1.02M -20,165 -30%
MIA
49
Milestone Investment Advisors
Wisconsin
$2.21M +$260K +5,150 +13%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2.11M +$594K +11,767 +39%