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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
Morgan Stanley
1
Morgan Stanley
New York
$147M -$37.3M -739,554 -20%
Bank of America
2
Bank of America
North Carolina
$55.1M -$325K -6,440 -0.6%
SFGP
3
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53.6M +$640K +12,685 +1%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$52.8M +$4.59M +90,992 +10%
JP Morgan Chase
5
JP Morgan Chase
New York
$41.7M -$6.63M -131,365 -14%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$36.6M -$3.26M -64,552 -8%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$35.9M +$1.2M +23,696 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$35.1M -$2.02M -40,000 -5%
LPL Financial
9
LPL Financial
California
$25.4M +$2.21M +43,710 +9%
JAWA
10
John A. Wolfe & Associates
Michigan
$24.6M +$24.6M +486,884 New
SWP
11
Sagespring Wealth Partners
Tennessee
$23.8M -$4.32M -85,532 -15%
BWM
12
Biltmore Wealth Management
Arizona
$20.4M +$289K +5,720 +1%
TCM
13
TD Capital Management
Tennessee
$19.3M +$939K +18,607 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$16M +$773K +15,309 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$15.1M +$580K +11,489 +4%
Wells Fargo
16
Wells Fargo
California
$13.4M -$138K -2,739 -1%
CCM
17
Condor Capital Management
New Jersey
$13.1M +$66.7K +1,322 +0.5%
AWM
18
Axxcess Wealth Management
California
$8.68M +$2.75M +54,437 +46%
WFA
19
Websterrogers Financial Advisors
South Carolina
$7.68M +$978K +19,370 +15%
Stifel Financial
20
Stifel Financial
Missouri
$7.57M +$729K +14,441 +11%
VT
21
Vise Technologies
New York
$7.45M +$6.44M +127,500 +633%
CAAS
22
Capital Asset Advisory Services
Michigan
$7.35M +$1.4M +27,783 +24%
KLI
23
Kelman-Lazarov Inc
Tennessee
$6.97M +$170K +3,374 +3%
QWP
24
Quotient Wealth Partners
Texas
$6.95M -$289K -5,725 -4%
HAG
25
HighPoint Advisor Group
Illinois
$6.62M +$6.63M +131,369 New