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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

195 hedge funds and large institutions have $892M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 185195 (+10)

2% more capital invested

Capital invested by funds: $871M → $892M (+$21.5M)

4.6% less ownership

Funds ownership: 89.64%85.03% (-4.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
88
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ET
151
Equitable Trust
Tennessee
$285K -$1.37K -27 -0.5%
PAG
152
Private Advisor Group
New Jersey
$284K -$121K -2,394 -30%
PWG
153
Private Wealth Group
Florida
$282K +$4.61K +91 +2%
HFW
154
Horizon Family Wealth
Illinois
$269K +$270K +5,339 New
OCM
155
Objective Capital Management
Ohio
$265K +$1.17K +23 +0.4%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$264K +$5.01K +99 +2%
SPIA
157
Steward Partners Investment Advisory
New York
$262K +$132K +2,600 +100%
BIG
158
Brooklyn Investment Group
New York
$262K +$263K +5,187 New
MFGM
159
Marshall Financial Group (Maryland)
Maryland
$257K
ALA
160
Atlas Legacy Advisors
California
$249K -$13.5K -267 -5%
TCWM
161
Total Clarity Wealth Management
Illinois
$248K
GWM
162
Geneos Wealth Management
Colorado
$244K +$98.8K +1,950 +68%
SFC
163
Strategic Financial Concepts
Texas
$243K +$254K +5,019 New
WAM
164
Worth Asset Management
Texas
$242K +$243K +4,800 New
KPWS
165
Kestra Private Wealth Services
Texas
$241K +$405 +8 +0.2%
MFC
166
Morris Financial Concepts
South Carolina
$239K +$104K +2,046 +76%
HI
167
Harbour Investments
Wisconsin
$231K -$55.3K -1,092 -19%
ACS
168
Archford Capital Strategies
Illinois
$231K +$232K +4,571 New
MWP
169
Madison Wealth Partners
Wisconsin
$228K +$912 +18 +0.4%
RF
170
Rossby Financial
Florida
$224K +$225K +4,440 New
AIFAIM
171
American Institute for Advanced Investment Management
Arizona
$212K -$15.2K -300 -7%
WMA
172
William Mack & Associates
Michigan
$210K -$173K -3,425 -45%
PBO
173
Peoples Bank (Ohio)
Ohio
$202K +$203K +4,001 New
CF
174
Centaurus Financial
California
$175K +$1.22K +24 +0.7%
AUB
175
Atlantic Union Bankshares
Virginia
$174K +$51.6K +1,019 +42%

SMMU Hedge Fund Activity: Q1 2026 in Review

195 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q1 2026, worth a combined $892M — up 2.5% from $871M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMMU positions and 13 closed out — a net gain of 14 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.5M.

  • 195 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $892M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 27 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q1 2026 and 13 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q1 2026 was Morgan Stanley, an estimated $18.6M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.