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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

168 hedge funds and large institutions have $779M 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, 74 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+3
Holders Change %
+1.82%
% of All Funds
2.26%
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
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$277K -$687K -13,688 -71%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$272K -$44.5K -887 -14%
MFGM
128
Marshall Financial Group (Maryland)
Maryland
$256K
TA
129
TruWealth Advisors
Louisiana
$254K +$301 +6 +0.1%
RW
130
Rockport Wealth
Ohio
$251K +$251K +5,000 New
KPWS
131
Kestra Private Wealth Services
Texas
$238K -$47.6K -948 -17%
FM
132
Family Management
New York
$232K +$232K +4,626 New
MWP
133
Madison Wealth Partners
Wisconsin
$229K -$60.5K -1,206 -21%
BAG
134
Bridgewealth Advisory Group
California
$227K -$36.8K -733 -14%
AIFAIM
135
American Institute for Advanced Investment Management
Arizona
$226K -$55.2K -1,100 -20%
GI
136
Gradient Investments
Minnesota
$214K +$214K +4,271 New
IWC
137
Integrated Wealth Concepts
Massachusetts
$209K +$209K +4,156 New
SCM
138
Sollinda Capital Management
Florida
$204K
SPIA
139
Steward Partners Investment Advisory
New York
$181K
CF
140
Centaurus Financial
California
$170K +$170K +3,394 New
IA
141
IFP Advisors
Florida
$144K
CFO
142
CVA Family Office
Colorado
$130K
MFC
143
Morris Financial Concepts
South Carolina
$100K +$40.6K +809 +68%
US Bancorp
144
US Bancorp
Minnesota
$86K
William Blair & Company
145
William Blair & Company
Illinois
$81.3K -$27.2K -542 -25%
HCM
146
Hollencrest Capital Management
California
$71.7K
AUB
147
Atlantic Union Bankshares
Virginia
$66.7K +$66.7K +1,330 New
KFI
148
Key Financial Inc
Pennsylvania
$49.6K
PTC
149
Private Trust Company
Ohio
$40K
IWP
150
IAG Wealth Partners
Wisconsin
$35.1K