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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
76
Sage Rhino Capital
California
$839K
OWA
77
Oak Wealth Advisors
Illinois
$831K
TCWM
78
Total Clarity Wealth Management
Illinois
$798K
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$732K
GSWM
80
Golden State Wealth Management
California
$713K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$713K
AF
82
Advisornet Financial
Minnesota
$700K
LKBC
83
L.K. Benson & Company
Maryland
$700K
KA
84
Kooman & Associates
Pennsylvania
$695K
CGH
85
Crossmark Global Holdings
Texas
$691K
EH
86
Equitable Holdings
New York
$683K
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$682K
KCIC
88
Kuhn & Co Investment Counsel
Illinois
$680K
VCM
89
Virtue Capital Management
Tennessee
$669K
BFC
90
Bedel Financial Consulting
Indiana
$656K
SO
91
Sierra Ocean
California
$590K
SAG
92
SageView Advisory Group
California
$556K
AIM
93
Advyzon Investment Management
Illinois
$552K
SFC
94
Summit Financial Consulting
Michigan
$545K
OBWG
95
Onyx Bridge Wealth Group
New York
$529K
TAM
96
Titleist Asset Management
Texas
$522K
RA
97
Rodgers & Associates
Pennsylvania
$521K
BHWM
98
Beaird Harris Wealth Management
Texas
$474K
PA
99
PFG Advisors
Arizona
$452K
VWA
100
Visionary Wealth Advisors
Illinois
$449K