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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
TCWM
101
Total Clarity Wealth Management
Illinois
$652K
KCIC
102
Kuhn & Co Investment Counsel
Illinois
$651K -$81.8K -1,624 -11%
SFC
103
Summit Financial Consulting
Michigan
$641K +$38K +754 +6%
AF
104
Advisornet Financial
Minnesota
$617K -$28.1K -558 -4%
BCI
105
Brinker Capital Investments
Pennsylvania
$616K -$454K -9,011 -43%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$583K +$581K +11,528 New
SWP
107
Strategic Wealth Partners
Ohio
$582K +$580K +11,501 New
TA
108
TruWealth Advisors
Louisiana
$558K +$301K +5,972 +118%
PA
109
PFG Advisors
Arizona
$543K +$38.7K +769 +8%
OBWG
110
Onyx Bridge Wealth Group
New York
$543K +$3.73K +74 +0.7%
CW
111
CreativeOne Wealth
Kansas
$543K +$128K +2,547 +31%
RA
112
Rodgers & Associates
Pennsylvania
$515K +$11.9K +236 +2%
AIM
113
Advyzon Investment Management
Illinois
$500K +$8.01K +159 +2%
SAG
114
SageView Advisory Group
California
$495K -$23.4K -464 -5%
SO
115
Sierra Ocean
California
$458K -$170K -3,374 -27%
AC
116
Apella Capital
Connecticut
$455K +$454K +9,002 New
WA
117
WBH Advisory
Maryland
$432K
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$419K +$417K +8,281 New
Baird Financial Group
119
Baird Financial Group
Wisconsin
$414K -$9.17K -182 -2%
GI
120
Gradient Investments
Minnesota
$409K +$193K +3,824 +90%
CGH
121
Crossmark Global Holdings
Texas
$408K -$191K -3,798 -32%
AIM
122
Anchor Investment Management
South Carolina
$405K
JWCA
123
J.W. Cole Advisors
Florida
$404K -$15.8K -313 -4%
CPA
124
Clear Point Advisors
New York
$383K -$8.67K -172 -2%
DWM
125
DecisionMap Wealth Management
Virginia
$382K -$46.3K -919 -11%

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.