We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

89 hedge funds and large institutions have $422M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

7% more capital invested

Capital invested by funds: $392M → $422M (+$29.3M)

7% more funds holding

Funds holding: 83 → 89 (+6)

1.55% more ownership

Funds ownership: 75.89% → 77.44% (+1.5%)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
30
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$17.8M
2
SSC
Syverson Strege & Co
Iowa
+$12.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.2M
4
CCM
Condor Capital Management
New Jersey
+$12M
5
BCI
Brinker Capital Investments
Pennsylvania
+$7.29M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.36M
2
KCM
Kathmere Capital Management
Pennsylvania
-$7.65M
3
MW
MBL Wealth
North Carolina
-$7.3M
4
OIA
OneDigital Investment Advisors
Kansas
-$6.78M
5
FNC
First National Corp
Massachusetts
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
26
Sittner & Nelson
Oregon
$2.24M +$795K +16,061 +55%
LWMG
27
Levy Wealth Management Group
Pennsylvania
$2.19M +$114K +2,295 +6%
WC
28
Wealth CMT
New Jersey
$2.08M +$2.07M +41,895 New
SFM
29
Signet Financial Management
New Jersey
$2.03M +$2.02M +40,846 New
OPS
30
Orion Portfolio Solutions
Nebraska
$1.71M +$1.05M +21,278 +162%
LRPA
31
L. Roy Papp & Associates
Arizona
$1.69M – – –
IA
32
IFP Advisors
Florida
$1.55M – – –
NC
33
NewSquare Capital
Pennsylvania
$1.48M +$602K +12,169 +69%
YIA
34
YHB Investment Advisors
Connecticut
$1.48M -$153K -3,100 -9%
BWA
35
Beam Wealth Advisors
Louisiana
$1.29M +$1.29M +26,041 New
CA
36
Crumly & Associates
Illinois
$1.28M +$85.4K +1,726 +7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.26M -$22.4K -452 -2%
SWP
38
Stratos Wealth Partners
Ohio
$1.21M +$148K +2,985 +14%
CA
39
Cetera Advisors
Colorado
$1.14M +$1.13M +22,912 New
LS
40
Leelyn Smith
Illinois
$1.08M +$165K +3,331 +18%
BWM
41
BCGM Wealth Management
Indiana
$1.01M +$514K +10,383 +106%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$980K +$715K +14,451 +272%
TC
43
Titleist Capital
Texas
$939K +$629K +12,711 +205%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$936K +$255K +5,160 +38%
SW
45
StrongBox Wealth
Missouri
$935K -$777K -15,700 -45%
AP
46
Advisors Preferred
Maryland
$926K -$142K -2,870 -13%
MWP
47
Madison Wealth Partners
Wisconsin
$754K +$752K +15,191 New
HCM
48
Hollencrest Capital Management
California
$744K -$39.6K -800 -5%
TNBTD
49
Trustmark National Bank Trust Department
Mississippi
$695K – – –
BWM
50
Boyd Wealth Management
California
$694K +$692K +13,983 New
1
2
3 4 5

SMMU Hedge Fund Activity: Q2 2022 in Review

89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2022, worth a combined $422M — up 7.5% from $392M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMMU positions and 13 closed out — a net gain of 9 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $17.8M. The largest seller was Bank of America, cutting an estimated $8.36M.

  • 89 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2022, up from 83 in Q1 2022.
  • Funds reported $422M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2022, up 7.5% quarter-over-quarter.
  • 22 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2022 and 13 closed out, a net change of +9 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2022 was Cerity Partners, an estimated $17.8M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2022 was Bank of America, an estimated $8.36M sold.

Based on aggregated 13F filings for Q2 2022.