We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

195 hedge funds and large institutions have $892M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 185195 (+10)

2% more capital invested

Capital invested by funds: $871M → $892M (+$21.5M)

4.6% less ownership

Funds ownership: 89.64%85.03% (-4.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
88
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$166K +$85.5K +1,688 +105%
IA
177
IFP Advisors
Florida
$144K
BTI
178
Blue Trust Inc
Georgia
$127K
AssetMark Inc
179
AssetMark Inc
California
$119K +$93.4K +1,843 +359%
UCB
180
United Community Bank
South Carolina
$106K +$107K +2,110 New
CAL
181
Capital Analysts LLC
Pennsylvania
$78K +$77.9K +1,537 New
KFI
182
Key Financial Inc
Pennsylvania
$49.9K
William Blair & Company
183
William Blair & Company
Illinois
$40.9K
NF
184
Napier Financial
Massachusetts
$39.6K +$39.7K +784 New
PTC
185
Private Trust Company
Ohio
$35.7K
HAP
186
Harbor Asset Planning
Massachusetts
$35.6K +$253 +5 +0.7%
CFD
187
Creative Financial Designs
Indiana
$35.1K +$203 +4 +0.6%
Allianz Asset Management
188
Allianz Asset Management
Germany
$13.7K
VWM
189
Valley Wealth Managers
New Jersey
$12K
SS
190
Sunbelt Securities
Texas
$7.58K
GI
191
GAMMA Investing
California
$5.8K +$507 +10 +10%
FDW
192
Fourth Dimension Wealth
Ohio
$5.12K
CIAS
193
Capital Investment Advisory Services
North Carolina
$5.04K
BW
194
Basepoint Wealth
Iowa
$454 +$456 +9 New
SWP
195
Strategic Wealth Partners
Ohio
$46
BHWM
196
Beaird Harris Wealth Management
Texas
$1 -$139K -2,752 Closed
AWM
197
Axxcess Wealth Management
California
-$8.68M -172,025 Closed
EC
198
Elequin Capital
New York
-$1.48M -29,419 Closed
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
-$984K -19,505 Closed
SRC
200
Sage Rhino Capital
California
-$716K -14,193 Closed

SMMU Hedge Fund Activity: Q1 2026 in Review

195 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q1 2026, worth a combined $892M — up 2.5% from $871M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMMU positions and 13 closed out — a net gain of 14 holders — while 88 added to existing stakes and 53 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.5M.

  • 195 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q1 2026, up from 185 in Q4 2025.
  • Funds reported $892M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 27 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q1 2026 and 13 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q1 2026 was Morgan Stanley, an estimated $18.6M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2026.