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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
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$28.2K +$454 +9 +2%
AssetMark Inc
177
AssetMark Inc
California
$25.9K -$11.4K -226 -31%
Allianz Asset Management
178
Allianz Asset Management
Germany
$13.7K +$151 +3 +1%
VWM
179
Valley Wealth Managers
New Jersey
$12K
SS
180
Sunbelt Securities
Texas
$7.58K
US Bancorp
181
US Bancorp
Minnesota
$5.55K
GI
182
GAMMA Investing
California
$5.29K +$202 +4 +4%
FDW
183
Fourth Dimension Wealth
Ohio
$5.1K -$808 -16 -14%
CIAS
184
Capital Investment Advisory Services
North Carolina
$5.04K +$5.05K +100 New
SWP
185
Strategic Wealth Partners
Ohio
$46 -$581K -11,500 -100%
DWM
186
Dynasty Wealth Management
Florida
-$40M -791,572 Closed
FTUS
187
Flow Traders U.S.
New York
-$2.77M -54,781 Closed
OPAM
188
Ocean Park Asset Management
California
-$2.09M -41,300 Closed
CWP
189
Cyndeo Wealth Partners
Florida
-$1.27M -25,059 Closed
CGH
190
Crossmark Global Holdings
Texas
-$408K -8,062 Closed
FM
191
Family Management
New York
-$359K -7,095 Closed
WG
192
Watchman Group
Texas
-$280K -5,540 Closed
GSC
193
G&S Capital
Colorado
-$253K -5,000 Closed
UCB
194
United Community Bank
South Carolina
-$94.1K -1,860 Closed
PS
195
Principal Securities
Iowa
-$40.2K -794 Closed
IWP
196
IAG Wealth Partners
Wisconsin
-$35.4K -700 Closed
NFSG
197
Newbridge Financial Services Group
Florida
-$32.3K -640 Closed