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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

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
Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
79
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$21.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$38.3M
4
SWP
Sagespring Wealth Partners
Tennessee
$11.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.8M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$265K
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Bank of America
Bank of America
North Carolina
$53.6M
4
Cerity Partners
Cerity Partners
New York
$12.5M
5
GSIAS
Garden State Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
151
IAG Wealth Partners
Wisconsin
$35K – – –
CFD
152
Creative Financial Designs
Indiana
$30.7K +$250 +5 +0.8%
SS
153
Sunbelt Securities
Texas
$23.7K – – –
GWM
154
Geneos Wealth Management
Colorado
$22.5K +$11.3K +225 +100%
CAM
155
Clarity Asset Management
Iowa
$21.3K +$150 +3 +0.7%
MFS
156
Mattson Financial Services
Michigan
$14.4K +$14.4K +288 New
ACA
157
Aptus Capital Advisors
Alabama
$14.2K -$40K -800 -74%
Allianz Asset Management
158
Allianz Asset Management
Germany
$13.8K +$100 +2 +0.7%
VWM
159
Valley Wealth Managers
New Jersey
$13.6K -$2.8K -56 -17%
AssetMark Inc
160
AssetMark Inc
California
$12.8K +$600 +12 +5%
AWM
161
AE Wealth Management
Kansas
$7.05K -$100 -2 -1%
FDW
162
Fourth Dimension Wealth
Ohio
$6.61K – – –
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.4K +$50 +1 +0.9%
PS
164
Principal Securities
Iowa
$997 – – –
AG
165
AmeriFlex Group
Nevada
$600 – – –
IAA
166
Independent Advisor Alliance
North Carolina
– -$2.96M -59,448 Closed
GSIAS
167
Garden State Investment Advisory Services
New Jersey
– -$1.27M -25,300 Closed
EFS
168
Econ Financial Services
Pennsylvania
– -$975K -19,561 Closed
BWM
169
Boyd Wealth Management
California
– -$872K -17,497 Closed
NCFG
170
New Century Financial Group
New Jersey
– -$359K -7,210 Closed
JWCA
171
J.W. Cole Advisors
Florida
– -$269K -5,402 Closed
DJFS
172
Dean Jacobson Financial Services
Texas
– -$224K -4,503 Closed
BAM
173
Belpointe Asset Management
Nevada
– -$222K -4,411 Closed
Mariner
174
Mariner
Kansas
– -$212K -4,262 Closed
BFG
175
Bleakley Financial Group
New Jersey
– -$204K -4,086 Closed
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