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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ET
126
Equitable Trust
Tennessee
$277K
FTUS
127
Flow Traders U.S.
New York
$271K
WA
128
Whipplewood Advisors
Colorado
$265K
BAG
129
Bridgewealth Advisory Group
California
$263K
PAG
130
Private Advisor Group
New Jersey
$260K
MFGM
131
Marshall Financial Group (Maryland)
Maryland
$255K
TA
132
TruWealth Advisors
Louisiana
$253K
PW
133
PUREfi Wealth
Massachusetts
$244K
BFG
134
Bouchey Financial Group
New York
$236K
FAIM
135
Financial Advocates Investment Management
Washington
$231K
ALA
136
Atlas Legacy Advisors
California
$207K
OCM
137
Objective Capital Management
Ohio
$205K
SCM
138
Sollinda Capital Management
Florida
$203K
WGC
139
Watts Gwilliam & Co
Arizona
$201K
GI
140
GAMMA Investing
California
$197K
SPIA
141
Steward Partners Investment Advisory
New York
$180K
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
HCM
146
Hollencrest Capital Management
California
$71.5K
SSB
147
Sandy Spring Bank
Maryland
$64.7K
MFC
148
Morris Financial Concepts
South Carolina
$59.5K
KFI
149
Key Financial Inc
Pennsylvania
$49.5K
PTC
150
Private Trust Company
Ohio
$39.9K