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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$439K
PWG
102
Private Wealth Group
Florida
$437K
WA
103
WBH Advisory
Maryland
$426K
Baird Financial Group
104
Baird Financial Group
Wisconsin
$422K
CW
105
CreativeOne Wealth
Kansas
$404K
AIM
106
Anchor Investment Management
South Carolina
$400K
CPA
107
Clear Point Advisors
New York
$385K
DWM
108
DecisionMap Wealth Management
Virginia
$380K
CF
109
Cyr Financial
Illinois
$378K
BWMG
110
Barnes Wealth Management Group
California
$357K
MPW
111
Magnolia Private Wealth
Pennsylvania
$351K
P
112
&Partners
Tennessee
$343K
SN
113
Sittner & Nelson
Oregon
$343K
CAL
114
Capital Advisors Ltd
Ohio
$330K
Comerica Bank
115
Comerica Bank
Texas
$328K
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$326K
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$316K
HI
118
Harbour Investments
Wisconsin
$303K
AQR Capital Management
119
AQR Capital Management
Connecticut
$303K
FWM
120
Fortress Wealth Management
California
$297K
MWP
121
Madison Wealth Partners
Wisconsin
$289K
KPWS
122
Kestra Private Wealth Services
Texas
$285K
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$280K
WN
124
Williams & Novak
California
$278K
WG
125
Watchman Group
Texas
$277K