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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

166 hedge funds and large institutions have $777M 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, 72 increasing their positions, 48 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
72
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 Market Value Shares Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$1.95M 38,787 +38,787 New
SN
52
Sittner & Nelson
Oregon
$1.81M 36,038 +29,188 +426%
PPWP
53
Premier Path Wealth Partners
New Jersey
$1.8M 35,813 -3,904 -10%
LI
54
LifeWealth Investments
Florida
$1.76M 35,056 – –
MIA
55
Milestone Investment Advisors
Wisconsin
$1.63M 32,477 +8,517 +36%
DAS
56
Dynamic Advisor Solutions
Arizona
$1.62M 32,322 +22 +0.1%
IA
57
IAM Advisory
Pennsylvania
$1.62M 32,254 +203 +0.6%
IA
58
Inspire Advisors
Idaho
$1.58M 31,394 -2,017 -6%
EFG
59
Ehrlich Financial Group
California
$1.54M 30,681 -813 -3%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.53M 30,469 +53 +0.2%
SWM
61
StoneCrest Wealth Management
Arizona
$1.49M 29,721 – –
LWM
62
LongView Wealth Management
Georgia
$1.46M 29,154 -2,600 -8%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.44M 28,783 -550 -2%
TSWM
64
Tyler-Stone Wealth Management
Ohio
$1.44M 28,620 -380 -1%
Comerica Bank
65
Comerica Bank
Texas
$1.34M 26,658 +20,093 +306%
DC
66
Davenport & Co
Virginia
$1.33M 26,540 +6,367 +32%
NC
67
NewSquare Capital
Pennsylvania
$1.31M 26,172 +584 +2%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.28M 25,600 +1,855 +8%
SA
69
Skyline Advisors
Washington
$1.27M 25,376 -298 -1%
BWM
70
BCGM Wealth Management
Indiana
$1.22M 24,372 -2,199 -8%
SFS
71
Summit Financial Strategies
Ohio
$1.22M 24,324 +7,200 +42%
MW
72
MBL Wealth
North Carolina
$1.12M 22,422 +472 +2%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$1.12M 22,253 +7,973 +56%
CWP
74
Cyndeo Wealth Partners
Florida
$1.12M 22,248 -15,130 -40%
KAS
75
Kestra Advisory Services
Texas
$1.07M 21,329 -776 -4%
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