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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

177 hedge funds and large institutions have $903M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

15% more capital invested

Capital invested by funds: $784M → $903M (+$118M)

5.9% more ownership

Funds ownership: 88.54%94.44% (+5.9%)

4% more funds holding

Funds holding: 170177 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
74
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Whipplewood Advisors
Colorado
$374K +$12.5K +248 +3%
EC
127
Elequin Capital
New York
$365K -$1.93M -38,222 -84%
BWMG
128
Barnes Wealth Management Group
California
$363K
FM
129
Family Management
New York
$359K +$124K +2,469 +53%
P
130
&Partners
Tennessee
$348K
CAL
131
Capital Advisors Ltd
Ohio
$334K
MFG
132
Merit Financial Group
Georgia
$328K -$2.27K -45 -0.7%
HI
133
Harbour Investments
Wisconsin
$311K +$5.69K +113 +2%
WMA
134
William Mack & Associates
Michigan
$309K +$308K +6,120 New
FWM
135
Fortress Wealth Management
California
$304K +$2.12K +42 +0.7%
KF
136
Krilogy Financial
Missouri
$298K +$298K +5,922 New
NG
137
Novem Group
New York
$293K +$292K +5,796 New
ALA
138
Atlas Legacy Advisors
California
$287K -$1.01K -20 -0.4%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$286K +$6.95K +138 +2%
ET
140
Equitable Trust
Tennessee
$284K -$302 -6 -0.1%
WG
141
Watchman Group
Texas
$280K
PWG
142
Private Wealth Group
Florida
$280K -$101K -2,011 -27%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$260K -$14.5K -288 -5%
MFGM
144
Marshall Financial Group (Maryland)
Maryland
$258K
RW
145
Rockport Wealth
Ohio
$253K
GSC
146
G&S Capital
Colorado
$253K +$252K +5,000 New
ATPW
147
Ashton Thomas Private Wealth
Arizona
$249K +$248K +4,929 New
KPWS
148
Kestra Private Wealth Services
Texas
$240K +$403 +8 +0.2%
AIFAIM
149
American Institute for Advanced Investment Management
Arizona
$228K
MWP
150
Madison Wealth Partners
Wisconsin
$226K -$4.64K -92 -2%

SMMU Hedge Fund Activity: Q3 2025 in Review

177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q3 2025, worth a combined $903M — up 15% from $784M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMU positions and 12 closed out — a net gain of 9 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $39.9M. The largest seller was Signet Financial Management, cutting an estimated $2.82M.

  • 177 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q3 2025, up from 170 in Q2 2025.
  • Funds reported $903M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q3 2025, up 15% quarter-over-quarter.
  • 21 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q3 2025 was Dynasty Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q3 2025 was Signet Financial Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2025.