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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

185 hedge funds and large institutions have $871M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 177185 (+8)

4% less capital invested

Capital invested by funds: $903M → $871M (-$31.7M)

4.8% less ownership

Funds ownership: 94.44%89.64% (-4.8%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
91
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
Inspirion Wealth Advisors
Illinois
$2.09M -$240K -4,750 -10%
DC
52
Davenport & Co
Virginia
$2.08M +$227K +4,495 +12%
PFG
53
PAX Financial Group
Texas
$2.02M +$7.27K +144 +0.4%
RMDI
54
R.M. Davis Inc
Maine
$1.98M -$1.68M -33,186 -46%
GVAG
55
Great Valley Advisor Group
Delaware
$1.94M +$171K +3,381 +10%
EH
56
Equitable Holdings
New York
$1.87M +$361K +7,152 +24%
IA
57
Inspire Advisors
Idaho
$1.85M +$213K +4,213 +13%
EFG
58
Ehrlich Financial Group
California
$1.82M +$325K +6,437 +22%
LI
59
LifeWealth Investments
Florida
$1.77M -$1.77M -35,056 -50%
PCIA
60
Prime Capital Investment Advisors
Kansas
$1.72M +$812K +16,085 +89%
IA
61
IAM Advisory
Pennsylvania
$1.7M +$58.4K +1,156 +4%
SFS
62
Summit Financial Strategies
Ohio
$1.65M +$180K +3,574 +12%
LWM
63
LongView Wealth Management
Georgia
$1.63M
MML Investors Services
64
MML Investors Services
Massachusetts
$1.62M +$163K +3,231 +11%
DAS
65
Dynamic Advisor Solutions
Arizona
$1.61M -$158K -3,138 -9%
FGWP
66
Founders Grove Wealth Partners
Virginia
$1.59M +$710K +14,059 +80%
OIA
67
OneDigital Investment Advisors
Kansas
$1.57M -$71K -1,406 -4%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.51M -$416K -8,234 -22%
SFM
69
Signet Financial Management
New Jersey
$1.5M -$217K -4,296 -13%
EC
70
Elequin Capital
New York
$1.48M +$1.12M +22,197 +307%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.46M -$103K -2,041 -7%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$1.41M +$228K +4,509 +19%
HighTower Advisors
73
HighTower Advisors
Illinois
$1.37M -$47.6K -942 -3%
SWM
74
StoneCrest Wealth Management
Arizona
$1.35M +$49.9K +989 +4%
IWC
75
Integrated Wealth Concepts
Massachusetts
$1.34M -$3.58M -70,902 -73%