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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

185 hedge funds and large institutions have $871M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 177185 (+8)

4% less capital invested

Capital invested by funds: $903M → $871M (-$31.7M)

4.8% less ownership

Funds ownership: 94.44%89.64% (-4.8%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
91
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
101
Summit Financial Consulting
Michigan
$736K +$97.1K +1,924 +15%
SO
102
Sierra Ocean
California
$716K +$260K +5,152 +57%
SRC
103
Sage Rhino Capital
California
$716K +$13.4K +266 +2%
KA
104
Kooman & Associates
Pennsylvania
$716K +$50.2K +995 +8%
LKBC
105
L.K. Benson & Company
Maryland
$712K +$2.07K +41 +0.3%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$700K +$700K +13,875 New
BFC
107
Bedel Financial Consulting
Indiana
$665K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$651K
CW
109
CreativeOne Wealth
Kansas
$620K +$79.1K +1,566 +15%
AF
110
Advisornet Financial
Minnesota
$604K -$11.5K -227 -2%
TAM
111
Titleist Asset Management
Texas
$604K -$97.7K -1,935 -14%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$587K +$6.01K +119 +1%
TA
113
TruWealth Advisors
Louisiana
$557K +$404 +8 +0.1%
EWP
114
Evergreen Wealth Partners
Montana
$547K +$547K +10,843 New
OBWG
115
Onyx Bridge Wealth Group
New York
$545K +$3.99K +79 +0.7%
AIM
116
Advyzon Investment Management
Illinois
$539K +$41K +813 +8%
AC
117
Apella Capital
Connecticut
$537K +$82.9K +1,643 +18%
RA
118
Rodgers & Associates
Pennsylvania
$529K +$14.9K +295 +3%
SAG
119
SageView Advisory Group
California
$497K +$3.58K +71 +0.7%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$480K +$231K +4,566 +93%
BWA
121
Boulder Wealth Advisors
Colorado
$479K +$479K +9,492 New
CCM
122
Cambridge Capital Management
Illinois
$478K +$478K +9,473 New
HI
123
Hyundai Investments
South Korea
$475K +$474K +9,399 New
SPWM
124
Smith Partners Wealth Management
North Carolina
$458K +$459K +9,089 New
GI
125
Gradient Investments
Minnesota
$436K +$28K +555 +7%