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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

170 hedge funds and large institutions have $783M 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, 75 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
WG
126
Watchman Group
Texas
$278K
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$277K
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$272K
MFGM
129
Marshall Financial Group (Maryland)
Maryland
$256K
TA
130
TruWealth Advisors
Louisiana
$254K
RW
131
Rockport Wealth
Ohio
$251K
KPWS
132
Kestra Private Wealth Services
Texas
$238K
FM
133
Family Management
New York
$232K
MWP
134
Madison Wealth Partners
Wisconsin
$229K
BAG
135
Bridgewealth Advisory Group
California
$227K
AIFAIM
136
American Institute for Advanced Investment Management
Arizona
$226K
GI
137
Gradient Investments
Minnesota
$214K
IWC
138
Integrated Wealth Concepts
Massachusetts
$209K
SCM
139
Sollinda Capital Management
Florida
$204K
WGC
140
Watts Gwilliam & Co
Arizona
$203K
SPIA
141
Steward Partners Investment Advisory
New York
$181K
CF
142
Centaurus Financial
California
$170K
IA
143
IFP Advisors
Florida
$144K
CFO
144
CVA Family Office
Colorado
$130K
MFC
145
Morris Financial Concepts
South Carolina
$100K
US Bancorp
146
US Bancorp
Minnesota
$86K
William Blair & Company
147
William Blair & Company
Illinois
$81.3K
HCM
148
Hollencrest Capital Management
California
$71.7K
AUB
149
Atlantic Union Bankshares
Virginia
$66.7K
KFI
150
Key Financial Inc
Pennsylvania
$49.6K