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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

170 hedge funds and large institutions have $784M 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, 75 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 48

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $609M → $784M (+$175M)

2% more funds holding

Funds holding: 166170 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.88% less ownership

Funds ownership: 89.42%88.54% (-0.88%)

Holders
170
Holders Change
+4
Holders Change %
+2.41%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
75
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
101
Onyx Bridge Wealth Group
New York
$535K +$3.64K +73 +0.7%
SAG
102
SageView Advisory Group
California
$515K -$43.7K -877 -8%
PA
103
PFG Advisors
Arizona
$500K +$46.9K +941 +10%
RA
104
Rodgers & Associates
Pennsylvania
$499K -$22.7K -455 -4%
AIM
105
Advyzon Investment Management
Illinois
$488K -$65.8K -1,321 -12%
WA
106
WBH Advisory
Maryland
$429K +$1.5K +30 +0.4%
DWM
107
DecisionMap Wealth Management
Virginia
$425K +$44.5K +893 +12%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$419K -$4.14K -83 -1%
JWCA
109
J.W. Cole Advisors
Florida
$417K +$414K +8,311 New
CW
110
CreativeOne Wealth
Kansas
$411K +$5.43K +109 +1%
AIM
111
Anchor Investment Management
South Carolina
$401K
CPA
112
Clear Point Advisors
New York
$389K +$2.49K +50 +0.6%
PWG
113
Private Wealth Group
Florida
$378K -$59.5K -1,194 -14%
BWMG
114
Barnes Wealth Management Group
California
$361K +$2.39K +48 +0.7%
WA
115
Whipplewood Advisors
Colorado
$359K +$356K +7,137 +35,685%
P
116
&Partners
Tennessee
$345K
CAL
117
Capital Advisors Ltd
Ohio
$331K
MFG
118
Merit Financial Group
Georgia
$327K +$325K +6,525 New
PCIA
119
Prime Capital Investment Advisors
Kansas
$310K +$308K +6,175 New
HI
120
Harbour Investments
Wisconsin
$303K -$1.3K -26 -0.4%
FWM
121
Fortress Wealth Management
California
$300K +$1.99K +40 +0.7%
PAG
122
Private Advisor Group
New Jersey
$298K +$37.1K +745 +14%
ALA
123
Atlas Legacy Advisors
California
$286K +$77.8K +1,561 +38%
VT
124
Vise Technologies
New York
$283K +$281K +5,639 New
ET
125
Equitable Trust
Tennessee
$282K +$3.69K +74 +1%

SMMU Hedge Fund Activity: Q2 2025 in Review

170 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2025, worth a combined $784M — up 29% from $609M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMU positions and 15 closed out — a net gain of 6 holders — while 75 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $21.7M sold.

  • 170 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $784M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2025, up 29% quarter-over-quarter.
  • 21 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2025 and 15 closed out, a net change of +6 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2025 was Morgan Stanley, an estimated $117M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2025 was Dynasty Wealth Management, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2025.