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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

184 hedge funds and large institutions have $866M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$147M
Bank of America
2
Bank of America
North Carolina
$55.1M
SFGP
3
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53.6M
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$52.8M
JP Morgan Chase
5
JP Morgan Chase
New York
$41.7M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$36.6M
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$35.9M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$35.1M
LPL Financial
9
LPL Financial
California
$25.4M
JAWA
10
John A. Wolfe & Associates
Michigan
$24.6M
SWP
11
Sagespring Wealth Partners
Tennessee
$23.8M
BWM
12
Biltmore Wealth Management
Arizona
$20.4M
TCM
13
TD Capital Management
Tennessee
$19.3M
Osaic Holdings
14
Osaic Holdings
Arizona
$16M
Raymond James Financial
15
Raymond James Financial
Florida
$15.1M
Wells Fargo
16
Wells Fargo
California
$13.4M
CCM
17
Condor Capital Management
New Jersey
$13.1M
AWM
18
Axxcess Wealth Management
California
$8.68M
WFA
19
Websterrogers Financial Advisors
South Carolina
$7.68M
Stifel Financial
20
Stifel Financial
Missouri
$7.57M
VT
21
Vise Technologies
New York
$7.45M
CAAS
22
Capital Asset Advisory Services
Michigan
$7.35M
KLI
23
Kelman-Lazarov Inc
Tennessee
$6.97M
QWP
24
Quotient Wealth Partners
Texas
$6.95M
HAG
25
HighPoint Advisor Group
Illinois
$6.62M