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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

168 hedge funds and large institutions have $779M 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, 74 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+3
Holders Change %
+1.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
74
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
51
Jane Street
New York
$1.95M +$1.95M +38,787 New
SN
52
Sittner & Nelson
Oregon
$1.81M +$1.46M +29,188 +426%
PPWP
53
Premier Path Wealth Partners
New Jersey
$1.8M -$196K -3,904 -10%
LI
54
LifeWealth Investments
Florida
$1.76M
MIA
55
Milestone Investment Advisors
Wisconsin
$1.63M +$427K +8,517 +36%
DAS
56
Dynamic Advisor Solutions
Arizona
$1.62M +$1.1K +22 +0.1%
IA
57
IAM Advisory
Pennsylvania
$1.62M +$10.2K +203 +0.6%
IA
58
Inspire Advisors
Idaho
$1.58M -$101K -2,017 -6%
EFG
59
Ehrlich Financial Group
California
$1.54M -$40.8K -813 -3%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$1.53M +$2.66K +53 +0.2%
SWM
61
StoneCrest Wealth Management
Arizona
$1.49M
LWM
62
LongView Wealth Management
Georgia
$1.46M -$130K -2,600 -8%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.44M -$27.6K -550 -2%
TSWM
64
Tyler-Stone Wealth Management
Ohio
$1.44M -$19.1K -380 -1%
Comerica Bank
65
Comerica Bank
Texas
$1.34M +$1.01M +20,093 +306%
DC
66
Davenport & Co
Virginia
$1.33M +$319K +6,367 +32%
NC
67
NewSquare Capital
Pennsylvania
$1.31M +$29.3K +584 +2%
MML Investors Services
68
MML Investors Services
Massachusetts
$1.28M +$93K +1,855 +8%
SA
69
Skyline Advisors
Washington
$1.27M -$15K -298 -1%
BWM
70
BCGM Wealth Management
Indiana
$1.22M -$110K -2,199 -8%
SFS
71
Summit Financial Strategies
Ohio
$1.22M +$361K +7,200 +42%
MW
72
MBL Wealth
North Carolina
$1.12M +$23.7K +472 +2%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$1.12M +$400K +7,973 +56%
CWP
74
Cyndeo Wealth Partners
Florida
$1.12M -$759K -15,130 -40%
KAS
75
Kestra Advisory Services
Texas
$1.07M -$38.9K -776 -4%