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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

71 hedge funds and large institutions have $192M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
30
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$6.94M
2
OIA
2
OneDigital Investment Advisors
Kansas
$24.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2M
4
LRPA
4
L. Roy Papp & Associates
Arizona
$2M
5
FTUS
5
Flow Traders U.S.
New York
$986K

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$926K
2
Jane Street
2
Jane Street
New York
$2.78M
3
AAS
3
Avantax Advisory Services
Texas
$0
4
CA
4
Crumly & Associates
Illinois
$1.19M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$751K
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Compass Ion Advisors
Pennsylvania
$1.13M 21,940 -11,337 -34%
AP
27
Advisors Preferred
Maryland
$1.09M 21,190 -1,310 -6%
BRC
28
BHF RG Capital
Arizona
$1.06M 20,731 -1,052 -5%
LWMG
29
Levy Wealth Management Group
Pennsylvania
$1.06M 20,506 +20,506 New
FTUS
30
Flow Traders U.S.
New York
$986K 19,170 +19,170 New
FHC
31
First Heartland Consultants
Missouri
$926K 18,000 -129,580 -88%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$919K 17,866 +2,873 +19%
APA
33
American Portfolios Advisors
New York
$848K 16,473 +13,587 +471%
Osaic Holdings
34
Osaic Holdings
Arizona
$818K 15,910 -4,722 -23%
KC
35
Kingfisher Capital
North Carolina
$803K 15,600 +1,972 +14%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$751K 14,588 -15,146 -51%
LS
37
Leelyn Smith
Illinois
$677K 13,160 +4,161 +46%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$638K 12,411 -296 -2%
SWP
39
Stratos Wealth Partners
Ohio
$612K 11,903 +147 +1%
LPL Financial
40
LPL Financial
California
$572K 11,116 +11,116 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$532K 10,343 +5 +0%
GT
42
Greenleaf Trust
Michigan
$527K 10,234 – –
COF
43
Capital One Financial
Virginia
$515K 10,013 +10,013 New
RJA
44
Raymond James & Associates
Florida
$513K 9,964 -3,479 -26%
HighTower Advisors
45
HighTower Advisors
Illinois
$479K 9,340 -64 -0.7%
Citadel Advisors
46
Citadel Advisors
Florida
$357K 6,945 -4,859 -41%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$351K 6,825 – –
BWM
48
BerganKDV Wealth Management
Minnesota
$336K 6,521 +12 +0.2%
MSFS
49
Main Street Financial Solutions
Pennsylvania
$314K 6,100 +6,100 New
Stifel Financial
50
Stifel Financial
Missouri
$281K 5,457 +824 +18%
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