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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

168 hedge funds and large institutions have $779M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+3
Holders Change %
+1.82%
% of All Funds
2.25%
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
48
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$166M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$44.8M
3
SFG
3
Stonebridge Financial Group
Pennsylvania
$53.4M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$28.7M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.2M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$0
2
Cerity Partners
2
Cerity Partners
New York
$3.85M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$27.1M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$34.2M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$1.06M -$521K -10,376 -33%
FGWP
77
Founders Grove Wealth Partners
Virginia
$1.01M – – –
FFA
78
Farther Finance Advisors
California
$1M +$52.2K +1,041 +5%
OWA
79
Oak Wealth Advisors
Illinois
$834K – – –
EH
80
Equitable Holdings
New York
$826K +$141K +2,806 +21%
GRP
81
Global Retirement Partners
California
$819K +$819K +16,325 New
SWP
82
Stratos Wealth Partners
Ohio
$759K +$759K +15,138 New
GSWM
83
Golden State Wealth Management
California
$754K +$39.2K +781 +5%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$735K – – –
KCIC
85
Kuhn & Co Investment Counsel
Illinois
$727K +$44.8K +892 +7%
LKBC
86
L.K. Benson & Company
Maryland
$704K +$1.86K +37 +0.3%
FAIM
87
Financial Advocates Investment Management
Washington
$699K +$468K +9,321 +202%
TAM
88
Titleist Asset Management
Texas
$696K +$172K +3,433 +33%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$691K +$7.33K +146 +1%
SRC
90
Sage Rhino Capital
California
$681K -$160K -3,188 -19%
BHWM
91
Beaird Harris Wealth Management
Texas
$672K +$196K +3,915 +41%
BFC
92
Bedel Financial Consulting
Indiana
$661K – – –
TCWM
93
Total Clarity Wealth Management
Illinois
$647K -$156K -3,114 -19%
AF
94
Advisornet Financial
Minnesota
$640K -$62.3K -1,241 -9%
KA
95
Kooman & Associates
Pennsylvania
$627K -$70.4K -1,404 -10%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$624K +$184K +3,660 +42%
SO
97
Sierra Ocean
California
$624K +$31.5K +628 +5%
SFC
98
Summit Financial Consulting
Michigan
$598K +$51K +1,017 +9%
CGH
99
Crossmark Global Holdings
Texas
$595K -$113K -2,243 -16%
OBWG
100
Onyx Bridge Wealth Group
New York
$535K +$3.66K +73 +0.7%
2 3
4
5 6