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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

165 hedge funds and large institutions have $607M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 79 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
79
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
$21.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$38.3M
4
SWP
Sagespring Wealth Partners
Tennessee
$11.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$10.8M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$265K
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Bank of America
Bank of America
North Carolina
$53.6M
4
Cerity Partners
Cerity Partners
New York
$12.5M
5
GSIAS
Garden State Investment Advisory Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$53.6M -$2.71M -54,083 -5%
Morgan Stanley
2
Morgan Stanley
New York
$48.4M +$4.75M +94,875 +11%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$38.3M +$9.09M +181,810 +31%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$35.1M +$39.4K +787 +0.1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$34.5M +$4.66M +93,218 +16%
SFG
6
Stonebridge Financial Group
Pennsylvania
$31.4M +$2.18M +43,616 +7%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$23.1M +$1.45M +29,009 +7%
DWM
8
Dynasty Wealth Management
Florida
$21.7M +$15.4M +308,181 +246%
LPL Financial
9
LPL Financial
California
$20.8M +$1.87M +37,451 +10%
BWM
10
Biltmore Wealth Management
Arizona
$20.5M +$115K +2,301 +0.6%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$20M +$12.8M +255,934 +178%
TCM
12
TD Capital Management
Tennessee
$17M +$4.18M +83,655 +33%
Wells Fargo
13
Wells Fargo
California
$13.7M +$1.78M +35,593 +15%
CCM
14
Condor Capital Management
New Jersey
$12.9M +$511K +10,216 +4%
Cerity Partners
15
Cerity Partners
New York
$12.5M -$1.84M -36,806 -13%
SWP
16
Sagespring Wealth Partners
Tennessee
$11.9M +$8.49M +169,733 +249%
Osaic Holdings
17
Osaic Holdings
Arizona
$10.8M +$7.23M +144,482 +202%
Raymond James Financial
18
Raymond James Financial
Florida
$8.54M -$842K -16,843 -9%
QWP
19
Quotient Wealth Partners
Texas
$6.55M +$4.77M +95,273 +267%
WFA
20
Websterrogers Financial Advisors
South Carolina
$6.39M -$62.6K -1,251 -1%
Stifel Financial
21
Stifel Financial
Missouri
$6.16M +$822K +16,439 +15%
KLI
22
Kelman-Lazarov Inc
Tennessee
$5.25M +$636K +12,706 +14%
SFM
23
Signet Financial Management
New Jersey
$4.58M -$5.15K -103 -0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.37M +$158K +3,166 +4%
MCM
25
MAI Capital Management
Ohio
$4.23M +$323K +6,461 +8%
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