PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
170 hedge funds and large institutions have $784M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 48 reducing their positions, and 15 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 48
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
29% more capital invested
Capital invested by funds: $609M → $784M (+$175M)
2% more funds holding
Funds holding: 166 → 170 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.88% less ownership
Funds ownership: 89.42% → 88.54% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$117M |
| 2 |
JP Morgan Chase
New York
|
+$24.6M |
| 3 |
SFGP
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
+$21.7M |
| 4 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$16.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$21.7M |
| 2 |
Cerity Partners
New York
|
-$8.67M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$8.05M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.24M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPW
176
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| – | -$351K | -7,014 | Closed |
|
177
Pathstone Holdings
Englewood,
New Jersey
| – | -$326K | -6,520 | Closed |
|
178
AQR Capital Management
Greenwich,
Connecticut
| – | -$303K | -6,063 | Closed |
|
|
WN
179
Williams & Novak
Westlake Village,
California
| – | -$278K | -5,570 | Closed |
|
|
FTUS
180
Flow Traders U.S.
New York
| – | -$271K | -5,408 | Closed |
|
|
PW
181
PUREfi Wealth
Boston,
Massachusetts
| – | -$244K | -4,881 | Closed |
|
|
BFG
182
Bouchey Financial Group
Troy,
New York
| – | -$236K | -4,720 | Closed |
|
|
OCM
183
Objective Capital Management
Pepper Pike,
Ohio
| – | -$205K | -4,107 | Closed |
|
|
CAM
184
Clarity Asset Management
Ames,
Iowa
| – | -$21.3K | -426 | Closed |
|
|
MFS
185
Mattson Financial Services
Kentwood,
Michigan
| – | -$14.4K | -288 | Closed |
|
SMMU Hedge Fund Activity: Q2 2025 in Review
170 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2025, worth a combined $784M — up 29% from $609M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SMMU positions and 15 closed out — a net gain of 6 holders — while 75 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $117M. The largest seller was Dynasty Wealth Management, exiting entirely with an estimated $21.7M sold.
- 170 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2025, up from 166 in Q1 2025.
- Funds reported $784M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2025, up 29% quarter-over-quarter.
- 21 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2025 and 15 closed out, a net change of +6 holders.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2025 was Morgan Stanley, an estimated $117M added.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2025 was Dynasty Wealth Management, an estimated $21.7M sold.
Based on aggregated 13F filings for Q2 2025.