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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

165 hedge funds and large institutions have $607M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
79
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ET
126
Equitable Trust
Tennessee
$277K +$4.75K +95 +2%
FTUS
127
Flow Traders U.S.
New York
$271K +$271K +5,408 New
WA
128
Whipplewood Advisors
Colorado
$265K -$71.1M -5,374 -100%
BAG
129
Bridgewealth Advisory Group
California
$263K -$147K -2,946 -36%
PAG
130
Private Advisor Group
New Jersey
$260K -$17.9K -358 -6%
MFGM
131
Marshall Financial Group (Maryland)
Maryland
$255K +$255K +5,100 New
TA
132
TruWealth Advisors
Louisiana
$253K +$350 +7 +0.1%
PW
133
PUREfi Wealth
Massachusetts
$244K +$244K +4,881 New
BFG
134
Bouchey Financial Group
New York
$236K
FAIM
135
Financial Advocates Investment Management
Washington
$231K -$599K -11,980 -72%
ALA
136
Atlas Legacy Advisors
California
$207K -$83.3K -1,665 -29%
OCM
137
Objective Capital Management
Ohio
$205K +$950 +19 +0.5%
SCM
138
Sollinda Capital Management
Florida
$203K
WGC
139
Watts Gwilliam & Co
Arizona
$201K
GI
140
GAMMA Investing
California
$197K -$11.1K -222 -5%
SPIA
141
Steward Partners Investment Advisory
New York
$180K +$180K +3,600 New
IA
142
IFP Advisors
Florida
$143K
CFO
143
CVA Family Office
Colorado
$129K
William Blair & Company
144
William Blair & Company
Illinois
$108K
US Bancorp
145
US Bancorp
Minnesota
$85.8K +$56.5K +1,130 +193%
HCM
146
Hollencrest Capital Management
California
$71.5K
SSB
147
Sandy Spring Bank
Maryland
$64.7K -$166K -3,323 -72%
MFC
148
Morris Financial Concepts
South Carolina
$59.5K +$59.5K +1,189 New
KFI
149
Key Financial Inc
Pennsylvania
$49.5K
PTC
150
Private Trust Company
Ohio
$39.9K