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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

169 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
169
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
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$277K
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$272K
MFGM
128
Marshall Financial Group (Maryland)
Maryland
$256K
TA
129
TruWealth Advisors
Louisiana
$254K
RW
130
Rockport Wealth
Ohio
$251K
KPWS
131
Kestra Private Wealth Services
Texas
$238K
FM
132
Family Management
New York
$232K
MWP
133
Madison Wealth Partners
Wisconsin
$229K
BAG
134
Bridgewealth Advisory Group
California
$227K
AIFAIM
135
American Institute for Advanced Investment Management
Arizona
$226K
GI
136
Gradient Investments
Minnesota
$214K
IWC
137
Integrated Wealth Concepts
Massachusetts
$209K
SCM
138
Sollinda Capital Management
Florida
$204K
WGC
139
Watts Gwilliam & Co
Arizona
$203K
SPIA
140
Steward Partners Investment Advisory
New York
$181K
CF
141
Centaurus Financial
California
$170K
IA
142
IFP Advisors
Florida
$144K
CFO
143
CVA Family Office
Colorado
$130K
MFC
144
Morris Financial Concepts
South Carolina
$100K
US Bancorp
145
US Bancorp
Minnesota
$86K
William Blair & Company
146
William Blair & Company
Illinois
$81.3K
HCM
147
Hollencrest Capital Management
California
$71.7K
AUB
148
Atlantic Union Bankshares
Virginia
$66.7K
KFI
149
Key Financial Inc
Pennsylvania
$49.6K
PTC
150
Private Trust Company
Ohio
$40K