SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

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
Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
79
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$15.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$12.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.09M
4
SWP
Sagespring Wealth Partners
Tennessee
+$8.49M
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.23M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$71.1M
2
IAA
Independent Advisor Alliance
North Carolina
-$2.96M
3
Bank of America
Bank of America
North Carolina
-$2.71M
4
Cerity Partners
Cerity Partners
New York
-$1.84M
5
GSIAS
Garden State Investment Advisory Services
New Jersey
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
76
Sage Rhino Capital
California
$839K +$24.7K +493 +3%
OWA
77
Oak Wealth Advisors
Illinois
$831K +$130K +2,595 +18%
TCWM
78
Total Clarity Wealth Management
Illinois
$798K – – –
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$732K +$11.1K +222 +2%
GSWM
80
Golden State Wealth Management
California
$713K +$25.7K +513 +4%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$713K +$156K +3,118 +28%
AF
82
Advisornet Financial
Minnesota
$700K +$125K +2,507 +22%
LKBC
83
L.K. Benson & Company
Maryland
$700K +$1.9K +38 +0.3%
KA
84
Kooman & Associates
Pennsylvania
$695K +$4.4K +88 +0.6%
CGH
85
Crossmark Global Holdings
Texas
$691K +$691K +14,103 New
EH
86
Equitable Holdings
New York
$683K +$34.2K +683 +5%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$682K +$682K +13,635 New
KCIC
88
Kuhn & Co Investment Counsel
Illinois
$680K +$137K +2,736 +25%
VCM
89
Virtue Capital Management
Tennessee
$669K +$669K +13,386 New
BFC
90
Bedel Financial Consulting
Indiana
$656K – – –
SO
91
Sierra Ocean
California
$590K +$64.7K +1,293 +12%
SAG
92
SageView Advisory Group
California
$556K -$3.85K -77 -0.7%
AIM
93
Advyzon Investment Management
Illinois
$552K -$5K -100 -0.9%
SFC
94
Summit Financial Consulting
Michigan
$545K +$545K +10,901 New
OBWG
95
Onyx Bridge Wealth Group
New York
$529K +$3.65K +73 +0.7%
TAM
96
Titleist Asset Management
Texas
$522K +$17.2K +344 +3%
RA
97
Rodgers & Associates
Pennsylvania
$521K -$6.4K -128 -1%
BHWM
98
Beaird Harris Wealth Management
Texas
$474K -$785K -15,696 -62%
PA
99
PFG Advisors
Arizona
$452K +$19.8K +395 +5%
VWA
100
Visionary Wealth Advisors
Illinois
$449K -$578K -11,556 -56%
2 3
4
5 6