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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

185 hedge funds and large institutions have $871M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 177185 (+8)

4% less capital invested

Capital invested by funds: $903M → $871M (-$31.7M)

4.8% less ownership

Funds ownership: 94.44%89.64% (-4.8%)

Holders
185
Holders Change
+8
Holders Change %
+4.52%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
91
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALA
151
Atlas Legacy Advisors
California
$262K -$24.1K -478 -8%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$259K
MFGM
153
Marshall Financial Group (Maryland)
Maryland
$257K
TCWM
154
Total Clarity Wealth Management
Illinois
$248K -$403K -7,988 -62%
KPWS
155
Kestra Private Wealth Services
Texas
$240K +$404 +8 +0.2%
AIFAIM
156
American Institute for Advanced Investment Management
Arizona
$227K
MWP
157
Madison Wealth Partners
Wisconsin
$227K +$959 +19 +0.4%
MFS
158
Mattson Financial Services
Michigan
$203K +$1.06K +21 +0.5%
VWM
159
VCI Wealth Management
Missouri
$201K +$201K +3,978 New
CF
160
Centaurus Financial
California
$174K +$1.26K +25 +0.7%
GWM
161
Geneos Wealth Management
Colorado
$145K +$72.6K +1,439 +100%
IA
162
IFP Advisors
Florida
$144K
BHWM
163
Beaird Harris Wealth Management
Texas
$139K -$542K -10,741 -80%
MFC
164
Morris Financial Concepts
South Carolina
$136K +$22.8K +451 +20%
SPIA
165
Steward Partners Investment Advisory
New York
$131K -$35.3K -700 -21%
BTI
166
Blue Trust Inc
Georgia
$127K +$127K +2,511 New
AUB
167
Atlantic Union Bankshares
Virginia
$123K +$3.13K +62 +3%
AWM
168
AE Wealth Management
Kansas
$80.7K +$74.1K +1,467 +1,095%
EWM
169
Evolution Wealth Management
Florida
$49.9K +$50K +990 New
KFI
170
Key Financial Inc
Pennsylvania
$49.9K
OC
171
Optima Capital
Oregon
$45K +$45K +891 New
William Blair & Company
172
William Blair & Company
Illinois
$40.8K
PTC
173
Private Trust Company
Ohio
$35.7K -$4.54K -90 -11%
HAP
174
Harbor Asset Planning
Massachusetts
$35.3K +$252 +5 +0.7%
CFD
175
Creative Financial Designs
Indiana
$34.9K +$3.53K +70 +11%