We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

195 hedge funds and large institutions have $892M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 185 → 195 (+10)

2% more capital invested

Capital invested by funds: $871M → $892M (+$21.5M)

4.6% less ownership

Funds ownership: 89.64% → 85.03% (-4.6%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
88
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.6M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.6M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$5.38M
4
GWP
Gateway Wealth Partners
Wisconsin
+$4.89M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.31M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.5M
2
SWP
Sagespring Wealth Partners
Tennessee
-$10.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$9.68M
4
AWM
Axxcess Wealth Management
California
-$8.68M
5
JAWA
John A. Wolfe & Associates
Michigan
-$6.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
126
SWMG LLC
Texas
$521K +$224K +4,420 +75%
BWMG
127
Barnes Wealth Management Group
California
$498K +$142K +2,799 +40%
CCM
128
Cambridge Capital Management
Illinois
$485K +$6.94K +137 +1%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$479K – – –
JRSI
130
Jeter Robert S II
$475K +$477K +9,419 New
AC
131
Avestar Capital
New York
$460K +$462K +9,123 New
WA
132
WBH Advisory
Maryland
$431K – – –
AIM
133
Anchor Investment Management
South Carolina
$404K – – –
Baird Financial Group
134
Baird Financial Group
Wisconsin
$401K -$4.71K -93 -1%
JWCA
135
J.W. Cole Advisors
Florida
$387K +$42.8K +844 +12%
WA
136
Whipplewood Advisors
Colorado
$382K +$6.69K +132 +2%
HI
137
Hyundai Investments
South Korea
$376K -$98.5K -1,944 -21%
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$375K -$30.3K -599 -7%
P
139
&Partners
Tennessee
$351K +$1.77K +35 +0.5%
IWP
140
IAG Wealth Partners
Wisconsin
$349K +$350K +6,909 New
CPA
141
Clear Point Advisors
New York
$347K -$29K -572 -8%
CAL
142
Capital Advisors Ltd
Ohio
$333K – – –
DWM
143
DecisionMap Wealth Management
Virginia
$324K -$53.6K -1,058 -14%
RCAG
144
Rehmann Capital Advisory Group
Michigan
$318K +$319K +6,300 New
PA
145
PFG Advisors
Arizona
$316K -$65.9K -1,301 -17%
NG
146
Novem Group
New York
$310K +$1.42K +28 +0.5%
MFG
147
Merit Financial Group
Georgia
$307K -$14.4K -284 -4%
ESB
148
Essex Savings Bank
Connecticut
$300K – – –
GI
149
Gradient Investments
Minnesota
$293K -$144K -2,849 -33%
BCI
150
Brinker Capital Investments
Pennsylvania
$287K -$76.8K -1,517 -21%
4 5
6
7 8

SMMU Hedge Fund Activity: Q1 2026 in Review

195 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q1 2026, worth a combined $892M — up 2.5% from $871M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMMU positions and 13 closed out — a net gain of 14 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.5M.

  • 195 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $892M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 27 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q1 2026 and 13 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q1 2026 was Morgan Stanley, an estimated $18.6M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.