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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
KCIC
101
Kuhn & Co Investment Counsel
Illinois
$843K +$80.2K +1,583 +10%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$789K -$677K -13,362 -46%
GSWM
103
Golden State Wealth Management
California
$787K +$861 +17 +0.1%
SFC
104
Summit Financial Consulting
Michigan
$769K +$33.2K +656 +4%
CWA
105
Canvas Wealth Advisors
Kansas
$744K +$747K +14,740 New
KA
106
Kooman & Associates
Pennsylvania
$742K +$26.4K +522 +4%
LKBC
107
L.K. Benson & Company
Maryland
$714K +$1.98K +39 +0.3%
SO
108
Sierra Ocean
California
$713K -$3.6K -71 -0.5%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$700K
BFC
110
Bedel Financial Consulting
Indiana
$665K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$651K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$649K +$652K +12,868 New
LWM
113
LongView Wealth Management
Georgia
$614K -$1.01M -20,000 -62%
AF
114
Advisornet Financial
Minnesota
$604K -$203 -4 -0%
Natixis Advisors
115
Natixis Advisors
Massachusetts
$591K +$593K +11,706 New
CW
116
CreativeOne Wealth
Kansas
$588K -$32.6K -643 -5%
TA
117
TruWealth Advisors
Louisiana
$587K +$30.3K +599 +5%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$587K -$760 -15 -0.1%
Creative Planning
119
Creative Planning
Kansas
$585K +$588K +11,601 New
CPCP
120
Cedar Point Capital Partners
Iowa
$576K -$2.28M -44,966 -80%
RA
121
Rodgers & Associates
Pennsylvania
$565K +$35.8K +707 +7%
EWP
122
Evergreen Wealth Partners
Montana
$551K +$3.8K +75 +0.7%
OBWG
123
Onyx Bridge Wealth Group
New York
$549K +$3.8K +75 +0.7%
AIM
124
Advyzon Investment Management
Illinois
$548K +$8.46K +167 +2%
AC
125
Apella Capital
Connecticut
$523K -$15.1K -298 -3%

SMMU Hedge Fund Activity: Q1 2026 in Review

195 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q1 2026, worth a combined $892M — up 2.5% from $871M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMMU positions and 13 closed out — a net gain of 14 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.5M.

  • 195 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $892M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 27 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q1 2026 and 13 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q1 2026 was Morgan Stanley, an estimated $18.6M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.