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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

184 hedge funds and large institutions have $866M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$259K
MFGM
152
Marshall Financial Group (Maryland)
Maryland
$257K
TCWM
153
Total Clarity Wealth Management
Illinois
$248K
KPWS
154
Kestra Private Wealth Services
Texas
$240K
AIFAIM
155
American Institute for Advanced Investment Management
Arizona
$227K
MWP
156
Madison Wealth Partners
Wisconsin
$227K
MFS
157
Mattson Financial Services
Michigan
$203K
VWM
158
VCI Wealth Management
Missouri
$201K
CF
159
Centaurus Financial
California
$174K
GWM
160
Geneos Wealth Management
Colorado
$145K
IA
161
IFP Advisors
Florida
$144K
BHWM
162
Beaird Harris Wealth Management
Texas
$139K
MFC
163
Morris Financial Concepts
South Carolina
$136K
SPIA
164
Steward Partners Investment Advisory
New York
$131K
BTI
165
Blue Trust Inc
Georgia
$127K
AUB
166
Atlantic Union Bankshares
Virginia
$123K
AWM
167
AE Wealth Management
Kansas
$80.7K
EWM
168
Evolution Wealth Management
Florida
$49.9K
KFI
169
Key Financial Inc
Pennsylvania
$49.9K
OC
170
Optima Capital
Oregon
$45K
William Blair & Company
171
William Blair & Company
Illinois
$40.8K
PTC
172
Private Trust Company
Ohio
$35.7K
HAP
173
Harbor Asset Planning
Massachusetts
$35.3K
CFD
174
Creative Financial Designs
Indiana
$34.9K
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$28.2K