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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

177 hedge funds and large institutions have $903M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

15% more capital invested

Capital invested by funds: $784M → $903M (+$118M)

5.9% more ownership

Funds ownership: 88.54%94.44% (+5.9%)

4% more funds holding

Funds holding: 170177 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.32%
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
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
51
Milestone Investment Advisors
Wisconsin
$1.95M +$311K +6,169 +19%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$1.3M +25,820 +208%
DC
53
Davenport & Co
Virginia
$1.86M +$517K +10,255 +39%
SN
54
Sittner & Nelson
Oregon
$1.78M -$37.5K -744 -2%
DAS
55
Dynamic Advisor Solutions
Arizona
$1.78M +$142K +2,817 +9%
GVAG
56
Great Valley Advisor Group
Delaware
$1.77M -$236K -4,676 -12%
SFM
57
Signet Financial Management
New Jersey
$1.73M -$2.82M -55,937 -62%
OIA
58
OneDigital Investment Advisors
Kansas
$1.65M -$597K -11,846 -27%
IA
59
Inspire Advisors
Idaho
$1.64M +$54.7K +1,085 +3%
IA
60
IAM Advisory
Pennsylvania
$1.64M +$10.5K +209 +0.6%
LWM
61
LongView Wealth Management
Georgia
$1.63M +$151K +3,000 +10%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.57M -$563K -11,179 -26%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.52M -$16.5K -327 -1%
EH
64
Equitable Holdings
New York
$1.52M +$682K +13,543 +82%
EFG
65
Ehrlich Financial Group
California
$1.5M -$51.4K -1,021 -3%
SFS
66
Summit Financial Strategies
Ohio
$1.48M +$245K +4,861 +20%
MML Investors Services
67
MML Investors Services
Massachusetts
$1.46M +$167K +3,309 +13%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.42M -$34.7K -689 -2%
NC
69
NewSquare Capital
Pennsylvania
$1.4M +$71.3K +1,414 +5%
Comerica Bank
70
Comerica Bank
Texas
$1.36M +$16.5K +327 +1%
SWM
71
StoneCrest Wealth Management
Arizona
$1.3M -$202K -4,003 -13%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.27M +$570K +11,319 +82%
CWP
73
Cyndeo Wealth Partners
Florida
$1.27M +$142K +2,811 +13%
MYIA
74
Mount Yale Investment Advisors
Colorado
$1.24M +$1.24M +24,600 New
VAS
75
Vestmark Advisory Solutions
Massachusetts
$1.24M +$1.24M +24,600 New

SMMU Hedge Fund Activity: Q3 2025 in Review

177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q3 2025, worth a combined $903M — up 15% from $784M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMU positions and 12 closed out — a net gain of 9 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $39.9M. The largest seller was Signet Financial Management, cutting an estimated $2.82M.

  • 177 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q3 2025, up from 170 in Q2 2025.
  • Funds reported $903M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q3 2025, up 15% quarter-over-quarter.
  • 21 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q3 2025 was Dynasty Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q3 2025 was Signet Financial Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2025.