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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

165 hedge funds and large institutions have $607M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$1.73M
IA
52
Inspire Advisors
Idaho
$1.67M
DAS
53
Dynamic Advisor Solutions
Arizona
$1.62M
IA
54
IAM Advisory
Pennsylvania
$1.6M
LWM
55
LongView Wealth Management
Georgia
$1.59M
OPS
56
Orion Portfolio Solutions
Nebraska
$1.58M
BCI
57
Brinker Capital Investments
Pennsylvania
$1.58M
EFG
58
Ehrlich Financial Group
California
$1.58M
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.52M
SWM
60
StoneCrest Wealth Management
Arizona
$1.49M
HighTower Advisors
61
HighTower Advisors
Illinois
$1.47M
TSWM
62
Tyler-Stone Wealth Management
Ohio
$1.45M
BWM
63
BCGM Wealth Management
Indiana
$1.33M
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.33M
SA
65
Skyline Advisors
Washington
$1.28M
NC
66
NewSquare Capital
Pennsylvania
$1.28M
MIA
67
Milestone Investment Advisors
Wisconsin
$1.2M
MML Investors Services
68
MML Investors Services
Massachusetts
$1.19M
KAS
69
Kestra Advisory Services
Texas
$1.11M
MW
70
MBL Wealth
North Carolina
$1.1M
DC
71
Davenport & Co
Virginia
$1.01M
FGWP
72
Founders Grove Wealth Partners
Virginia
$1M
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$961K
FFA
74
Farther Finance Advisors
California
$946K
SFS
75
Summit Financial Strategies
Ohio
$857K