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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

177 hedge funds and large institutions have $903M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

15% more capital invested

Capital invested by funds: $784M → $903M (+$118M)

5.9% more ownership

Funds ownership: 88.54%94.44% (+5.9%)

4% more funds holding

Funds holding: 170177 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.32%
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
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
76
Premier Path Wealth Partners
New Jersey
$1.21M -$597K -11,850 -33%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$1.2M +$1.2M +23,783 New
Jones Financial Companies
78
Jones Financial Companies
Missouri
$1.18M +$58K +1,151 +5%
SA
79
Skyline Advisors
Washington
$1.18M -$99.8K -1,981 -8%
SA
80
Sanctuary Advisors
Indiana
$1.14M -$228K -4,527 -17%
MW
81
MBL Wealth
North Carolina
$1.14M +$5.04K +100 +0.4%
BWM
82
BCGM Wealth Management
Indiana
$1.12M -$114K -2,257 -9%
SF
83
Summit Financial
New Jersey
$1.07M +$1.07M +21,199 New
KAS
84
Kestra Advisory Services
Texas
$1.03M -$52.4K -1,040 -5%
VT
85
Vise Technologies
New York
$1.02M +$730K +14,495 +257%
Citadel Advisors
86
Citadel Advisors
Florida
$928K +$925K +18,358 New
PCIA
87
Prime Capital Investment Advisors
Kansas
$909K +$595K +11,805 +191%
FGWP
88
Founders Grove Wealth Partners
Virginia
$886K -$127K -2,524 -13%
FFA
89
Farther Finance Advisors
California
$847K -$163K -3,228 -16%
OWA
90
Oak Wealth Advisors
Illinois
$816K -$25K -496 -3%
GRP
91
Global Retirement Partners
California
$802K -$23.2K -460 -3%
GSWM
92
Golden State Wealth Management
California
$774K +$14.1K +279 +2%
SWP
93
Stratos Wealth Partners
Ohio
$769K +$3.53K +70 +0.5%
LKBC
94
L.K. Benson & Company
Maryland
$711K +$1.97K +39 +0.3%
SRC
95
Sage Rhino Capital
California
$704K +$17.5K +348 +3%
TAM
96
Titleist Asset Management
Texas
$703K +$1.61K +32 +0.2%
BHWM
97
Beaird Harris Wealth Management
Texas
$682K +$4.69K +93 +0.7%
KA
98
Kooman & Associates
Pennsylvania
$667K +$35.1K +696 +6%
BFC
99
Bedel Financial Consulting
Indiana
$667K
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$653K -$87.3K -1,732 -12%

SMMU Hedge Fund Activity: Q3 2025 in Review

177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q3 2025, worth a combined $903M — up 15% from $784M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMU positions and 12 closed out — a net gain of 9 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $39.9M. The largest seller was Signet Financial Management, cutting an estimated $2.82M.

  • 177 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q3 2025, up from 170 in Q2 2025.
  • Funds reported $903M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q3 2025, up 15% quarter-over-quarter.
  • 21 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q3 2025 was Dynasty Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q3 2025 was Signet Financial Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2025.