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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

195 hedge funds and large institutions have $892M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

66% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 53

5% more funds holding

Funds holding: 185195 (+10)

2% more capital invested

Capital invested by funds: $871M → $892M (+$21.5M)

4.6% less ownership

Funds ownership: 89.64%85.03% (-4.6%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
88
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$166M +$18.6M +366,799 +13%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$58.4M +$5.6M +110,605 +11%
Bank of America
3
Bank of America
North Carolina
$58.4M +$3.29M +64,878 +6%
SFGP
4
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$53.3M -$383K -7,552 -0.7%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$40.2M +$4.31M +85,033 +12%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$32.3M -$2.83M -55,882 -8%
JP Morgan Chase
7
JP Morgan Chase
New York
$32.1M -$9.68M -191,180 -23%
LPL Financial
8
LPL Financial
California
$27.7M +$2.25M +44,367 +9%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$25.1M -$11.5M -227,330 -31%
BWM
10
Biltmore Wealth Management
Arizona
$21.1M +$731K +14,436 +4%
TCM
11
TD Capital Management
Tennessee
$20.3M +$1.01M +19,897 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$19.7M +$3.7M +73,051 +23%
JAWA
13
John A. Wolfe & Associates
Michigan
$18.3M -$6.31M -124,606 -26%
Raymond James Financial
14
Raymond James Financial
Florida
$16M +$933K +18,424 +6%
Wells Fargo
15
Wells Fargo
California
$14M +$631K +12,465 +5%
CCM
16
Condor Capital Management
New Jersey
$13.5M +$390K +7,708 +3%
SWP
17
Sagespring Wealth Partners
Tennessee
$13.4M -$10.5M -206,349 -44%
Stifel Financial
18
Stifel Financial
Missouri
$8.92M +$1.36M +26,842 +18%
GWP
19
Gateway Wealth Partners
Wisconsin
$8.77M +$4.89M +96,444 +125%
CAAS
20
Capital Asset Advisory Services
Michigan
$8.53M +$1.19M +23,429 +16%
KLI
21
Kelman-Lazarov Inc
Tennessee
$8.13M +$1.16M +22,917 +17%
WFA
22
Websterrogers Financial Advisors
South Carolina
$8.12M +$436K +8,605 +6%
VT
23
Vise Technologies
New York
$7.45M
QWP
24
Quotient Wealth Partners
Texas
$6.75M -$201K -3,972 -3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$6.7M +$5.38M +106,156 +398%