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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
IWP
151
IAG Wealth Partners
Wisconsin
$35K
CFD
152
Creative Financial Designs
Indiana
$30.7K
SS
153
Sunbelt Securities
Texas
$23.7K
GWM
154
Geneos Wealth Management
Colorado
$22.5K
CAM
155
Clarity Asset Management
Iowa
$21.3K
MFS
156
Mattson Financial Services
Michigan
$14.4K
ACA
157
Aptus Capital Advisors
Alabama
$14.2K
Allianz Asset Management
158
Allianz Asset Management
Germany
$13.8K
VWM
159
Valley Wealth Managers
New Jersey
$13.6K
AssetMark Inc
160
AssetMark Inc
California
$12.8K
AWM
161
AE Wealth Management
Kansas
$7.05K
FDW
162
Fourth Dimension Wealth
Ohio
$6.61K
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.4K
PS
164
Principal Securities
Iowa
$997
AG
165
AmeriFlex Group
Nevada
$600
IAA
166
Independent Advisor Alliance
North Carolina
GSIAS
167
Garden State Investment Advisory Services
New Jersey
EFS
168
Econ Financial Services
Pennsylvania
BWM
169
Boyd Wealth Management
California
NCFG
170
New Century Financial Group
New Jersey
JWCA
171
J.W. Cole Advisors
Florida
DJFS
172
Dean Jacobson Financial Services
Texas
BAM
173
Belpointe Asset Management
Nevada
Mariner
174
Mariner
Kansas
BFG
175
Bleakley Financial Group
New Jersey