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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

195 hedge funds and large institutions have $892M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 185195 (+10)

2% more capital invested

Capital invested by funds: $871M → $892M (+$21.5M)

4.6% less ownership

Funds ownership: 89.64%85.03% (-4.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
88
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Waverly Advisors
Alabama
$2.34M -$82.3K -1,625 -3%
DC
52
Davenport & Co
Virginia
$2.25M +$171K +3,370 +8%
IWA
53
Inspirion Wealth Advisors
Illinois
$2.09M
PFG
54
PAX Financial Group
Texas
$2.02M +$4.2K +83 +0.2%
RMDI
55
R.M. Davis Inc
Maine
$2.02M +$36.5K +720 +2%
SCA
56
Stokes Capital Advisors
South Carolina
$2.02M +$2.03M +40,000 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$1.99M -$130K -2,560 -6%
IA
58
Inspire Advisors
Idaho
$1.94M +$92.5K +1,827 +5%
EH
59
Equitable Holdings
New York
$1.93M +$54.2K +1,070 +3%
GVAG
60
Great Valley Advisor Group
Delaware
$1.86M -$81.1K -1,601 -4%
SFS
61
Summit Financial Strategies
Ohio
$1.81M +$162K +3,195 +10%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.8M +$184K +3,627 +11%
LI
63
LifeWealth Investments
Florida
$1.77M
FFA
64
Farther Finance Advisors
California
$1.74M +$551K +10,883 +46%
IA
65
IAM Advisory
Pennsylvania
$1.74M +$43.7K +862 +3%
EFG
66
Ehrlich Financial Group
California
$1.67M -$152K -3,000 -8%
FGWP
67
Founders Grove Wealth Partners
Virginia
$1.61M +$20.3K +400 +1%
LWM
68
Lakeridge Wealth Management
Ohio
$1.59M +$1.6M +31,610 New
VAS
69
Vestmark Advisory Solutions
Massachusetts
$1.59M +$354K +6,992 +28%
MYIA
70
Mount Yale Investment Advisors
Colorado
$1.59M +$354K +6,993 +28%
UW
71
Unique Wealth
Florida
$1.5M -$917K -18,105 -38%
Bessemer Group
72
Bessemer Group
New Jersey
$1.45M +$1.45M +28,695 New
HighTower Advisors
73
HighTower Advisors
Illinois
$1.42M +$46.7K +922 +3%
SWM
74
StoneCrest Wealth Management
Arizona
$1.35M
SFM
75
Signet Financial Management
New Jersey
$1.34M -$164K -3,241 -11%