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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

177 hedge funds and large institutions have $903M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

15% more capital invested

Capital invested by funds: $784M → $903M (+$118M)

5.9% more ownership

Funds ownership: 88.54%94.44% (+5.9%)

4% more funds holding

Funds holding: 170177 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
177
Holders Change
+7
Holders Change %
+4.12%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
74
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$185M +$17.6M +349,554 +11%
Bank of America
2
Bank of America
North Carolina
$55.5M +$2.3M +45,558 +4%
SFGP
3
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53.2M -$622K -12,345 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$48.5M +$3.3M +65,491 +7%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$48.4M +$21.8M +432,791 +83%
DWM
6
Dynasty Wealth Management
Florida
$40M +$39.9M +791,572 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$39.8M -$2.69M -53,291 -6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$37.2M +$2.74M +54,357 +8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$34.8M +$7.41M +147,082 +27%
SWP
10
Sagespring Wealth Partners
Tennessee
$28.2M -$668K -13,265 -2%
LPL Financial
11
LPL Financial
California
$23.3M +$630K +12,503 +3%
BWM
12
Biltmore Wealth Management
Arizona
$20.1M -$1.59M -31,645 -7%
TCM
13
TD Capital Management
Tennessee
$18.4M -$225K -4,463 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.3M -$198K -3,929 -1%
Raymond James Financial
15
Raymond James Financial
Florida
$14.6M +$4.81M +95,504 +50%
Wells Fargo
16
Wells Fargo
California
$13.5M +$538K +10,680 +4%
CCM
17
Condor Capital Management
New Jersey
$13.1M -$16.8K -334 -0.1%
QWP
18
Quotient Wealth Partners
Texas
$7.25M -$127K -2,513 -2%
Stifel Financial
19
Stifel Financial
Missouri
$6.86M +$987K +19,586 +17%
KLI
20
Kelman-Lazarov Inc
Tennessee
$6.82M +$773K +15,348 +13%
WFA
21
Websterrogers Financial Advisors
South Carolina
$6.72M +$217K +4,308 +3%
AWM
22
Axxcess Wealth Management
California
$5.95M +$1.04M +20,718 +21%
CAAS
23
Capital Asset Advisory Services
Michigan
$5.95M +$1.06M +21,129 +22%
AF
24
Allworth Financial
California
$5.65M +$692K +13,724 +14%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.93M +$4.71M +93,397 +2,247%

SMMU Hedge Fund Activity: Q3 2025 in Review

177 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q3 2025, worth a combined $903M — up 15% from $784M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMMU positions and 12 closed out — a net gain of 9 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $39.9M. The largest seller was Signet Financial Management, cutting an estimated $2.82M.

  • 177 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q3 2025, up from 170 in Q2 2025.
  • Funds reported $903M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q3 2025, up 15% quarter-over-quarter.
  • 21 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q3 2025 was Dynasty Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q3 2025 was Signet Financial Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2025.