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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

195 hedge funds and large institutions have $892M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 185 → 195 (+10)

2% more capital invested

Capital invested by funds: $871M → $892M (+$21.5M)

4.6% less ownership

Funds ownership: 89.64% → 85.03% (-4.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
88
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.6M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$5.38M
4
GWP
Gateway Wealth Partners
Wisconsin
+$4.89M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.31M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.5M
2
SWP
Sagespring Wealth Partners
Tennessee
-$10.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$9.68M
4
AWM
Axxcess Wealth Management
California
-$8.68M
5
JAWA
John A. Wolfe & Associates
Michigan
-$6.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Waverly Advisors
Alabama
$2.34M -$82.3K -1,625 -3%
DC
52
Davenport & Co
Virginia
$2.25M +$171K +3,370 +8%
IWA
53
Inspirion Wealth Advisors
Illinois
$2.09M – – –
PFG
54
PAX Financial Group
Texas
$2.02M +$4.2K +83 +0.2%
RMDI
55
R.M. Davis Inc
Maine
$2.02M +$36.5K +720 +2%
SCA
56
Stokes Capital Advisors
South Carolina
$2.02M +$2.03M +40,000 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$1.99M -$130K -2,560 -6%
IA
58
Inspire Advisors
Idaho
$1.94M +$92.5K +1,827 +5%
EH
59
Equitable Holdings
New York
$1.93M +$54.2K +1,070 +3%
GVAG
60
Great Valley Advisor Group
Delaware
$1.86M -$81.1K -1,601 -4%
SFS
61
Summit Financial Strategies
Ohio
$1.81M +$162K +3,195 +10%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.8M +$184K +3,627 +11%
LI
63
LifeWealth Investments
Florida
$1.77M – – –
FFA
64
Farther Finance Advisors
California
$1.74M +$551K +10,883 +46%
IA
65
IAM Advisory
Pennsylvania
$1.74M +$43.7K +862 +3%
EFG
66
Ehrlich Financial Group
California
$1.67M -$152K -3,000 -8%
FGWP
67
Founders Grove Wealth Partners
Virginia
$1.61M +$20.3K +400 +1%
LWM
68
Lakeridge Wealth Management
Ohio
$1.59M +$1.6M +31,610 New
VAS
69
Vestmark Advisory Solutions
Massachusetts
$1.59M +$354K +6,992 +28%
MYIA
70
Mount Yale Investment Advisors
Colorado
$1.59M +$354K +6,993 +28%
UW
71
Unique Wealth
Florida
$1.5M -$917K -18,105 -38%
Bessemer Group
72
Bessemer Group
New Jersey
$1.45M +$1.45M +28,695 New
HighTower Advisors
73
HighTower Advisors
Illinois
$1.42M +$46.7K +922 +3%
SWM
74
StoneCrest Wealth Management
Arizona
$1.35M – – –
SFM
75
Signet Financial Management
New Jersey
$1.34M -$164K -3,241 -11%
1 2
3
4 5

SMMU Hedge Fund Activity: Q1 2026 in Review

195 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q1 2026, worth a combined $892M — up 2.5% from $871M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMMU positions and 13 closed out — a net gain of 14 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.5M.

  • 195 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $892M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 27 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q1 2026 and 13 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q1 2026 was Morgan Stanley, an estimated $18.6M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.