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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
WGC
151
Watts Gwilliam & Co
Arizona
$203K
MFS
152
Mattson Financial Services
Michigan
$203K +$202K +4,009 New
CF
153
Centaurus Financial
California
$173K +$1.21K +24 +0.7%
SPIA
154
Steward Partners Investment Advisory
New York
$167K -$15.1K -300 -8%
IA
155
IFP Advisors
Florida
$145K
AUB
156
Atlantic Union Bankshares
Virginia
$120K +$52.3K +1,038 +78%
MFC
157
Morris Financial Concepts
South Carolina
$114K +$12.6K +251 +13%
UCB
158
United Community Bank
South Carolina
$94.1K +$93.7K +1,860 New
GWM
159
Geneos Wealth Management
Colorado
$72.9K +$61.3K +1,216 +540%
HCM
160
Hollencrest Capital Management
California
$72.3K
KFI
161
Key Financial Inc
Pennsylvania
$49.9K
William Blair & Company
162
William Blair & Company
Illinois
$41K -$40.8K -810 -50%
PTC
163
Private Trust Company
Ohio
$40.4K
PS
164
Principal Securities
Iowa
$40.2K +$38.3K +761 +2,306%
AssetMark Inc
165
AssetMark Inc
California
$37.4K +$24.3K +482 +187%
IWP
166
IAG Wealth Partners
Wisconsin
$35.4K
HAP
167
Harbor Asset Planning
Massachusetts
$35.1K +$252 +5 +0.7%
NFSG
168
Newbridge Financial Services Group
Florida
$32.3K +$3.07K +61 +11%
CFD
169
Creative Financial Designs
Indiana
$31.5K +$202 +4 +0.6%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$27.9K +$27.8K +551 New
Allianz Asset Management
171
Allianz Asset Management
Germany
$13.6K -$101 -2 -0.7%
VWM
172
Valley Wealth Managers
New Jersey
$12K
SS
173
Sunbelt Securities
Texas
$7.6K -$16.3K -324 -68%
AWM
174
AE Wealth Management
Kansas
$6.78K -$151 -3 -2%
FDW
175
Fourth Dimension Wealth
Ohio
$5.91K -$756 -15 -11%

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.