SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

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
Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
79
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$21.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$38.3M
4
SWP
Sagespring Wealth Partners
Tennessee
$11.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.8M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$265K
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Bank of America
Bank of America
North Carolina
$53.6M
4
Cerity Partners
Cerity Partners
New York
$12.5M
5
GSIAS
Garden State Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.73M +$114K +2,284 +7%
IA
52
Inspire Advisors
Idaho
$1.67M -$75.4K -1,508 -4%
DAS
53
Dynamic Advisor Solutions
Arizona
$1.62M -$2.85K -57 -0.2%
IA
54
IAM Advisory
Pennsylvania
$1.6M -$121K -2,421 -7%
LWM
55
LongView Wealth Management
Georgia
$1.59M -$72.5K -1,450 -4%
BCI
56
Brinker Capital Investments
Pennsylvania
$1.58M -$56.5K -1,129 -3%
OPS
57
Orion Portfolio Solutions
Nebraska
$1.58M -$56.5K -1,129 -3%
EFG
58
Ehrlich Financial Group
California
$1.58M -$132K -2,647 -8%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.52M -$28.1K -561 -2%
SWM
60
StoneCrest Wealth Management
Arizona
$1.49M – – –
HighTower Advisors
61
HighTower Advisors
Illinois
$1.47M +$23.3K +466 +2%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$1.45M -$7.5K -150 -0.5%
BWM
63
BCGM Wealth Management
Indiana
$1.33M -$122K -2,449 -8%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.33M – – –
SA
65
Skyline Advisors
Washington
$1.28M +$300 +6 +0%
NC
66
NewSquare Capital
Pennsylvania
$1.28M -$108K -2,154 -8%
MIA
67
Milestone Investment Advisors
Wisconsin
$1.2M +$466K +9,308 +64%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.19M -$307K -6,145 -21%
KAS
69
Kestra Advisory Services
Texas
$1.11M +$25.1K +502 +2%
MW
70
MBL Wealth
North Carolina
$1.1M -$85K -1,700 -7%
DC
71
Davenport & Co
Virginia
$1.01M +$448K +8,954 +80%
FGWP
72
Founders Grove Wealth Partners
Virginia
$1M +$249K +4,977 +33%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$961K +$435K +8,703 +83%
FFA
74
Farther Finance Advisors
California
$946K +$66.6K +1,332 +8%
SFS
75
Summit Financial Strategies
Ohio
$857K +$234K +4,669 +37%
1 2
3
4 5