SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

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.

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

1
Cerity Partners
1
Cerity Partners
New York
$17.8M
2
SSC
2
Syverson Strege & Co
Iowa
$13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$60.9M
4
CCM
4
Condor Capital Management
New Jersey
$12M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$9.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$2.96M
3
MW
3
MBL Wealth
North Carolina
$6.04M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.9M
5
FNC
5
First National Corp
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SN
26
Sittner & Nelson
Oregon
$2.24M 45,140 +16,061 +55%
LWMG
27
Levy Wealth Management Group
Pennsylvania
$2.19M 44,020 +2,295 +6%
WC
28
Wealth CMT
New Jersey
$2.08M 41,895 +41,895 New
SFM
29
Signet Financial Management
New Jersey
$2.03M 40,846 +40,846 New
OPS
30
Orion Portfolio Solutions
Nebraska
$1.71M 34,418 +21,278 +162%
LRPA
31
L. Roy Papp & Associates
Arizona
$1.69M 34,135 – –
IA
32
IFP Advisors
Florida
$1.55M 31,122 – –
NC
33
NewSquare Capital
Pennsylvania
$1.48M 29,875 +12,169 +69%
YIA
34
YHB Investment Advisors
Connecticut
$1.48M 29,730 -3,100 -9%
BWA
35
Beam Wealth Advisors
Louisiana
$1.29M 26,041 +26,041 New
CA
36
Crumly & Associates
Illinois
$1.28M 25,870 +1,726 +7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.26M 25,481 -452 -2%
SWP
38
Stratos Wealth Partners
Ohio
$1.21M 24,395 +2,985 +14%
CA
39
Cetera Advisors
Colorado
$1.14M 22,912 +22,912 New
LS
40
Leelyn Smith
Illinois
$1.08M 21,781 +3,331 +18%
BWM
41
BCGM Wealth Management
Indiana
$1.01M 20,204 +10,383 +106%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$980K 19,756 +14,451 +272%
TC
43
Titleist Capital
Texas
$939K 18,919 +12,711 +205%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$936K 18,862 +5,160 +38%
SW
45
StrongBox Wealth
Missouri
$935K 18,844 -15,700 -45%
AP
46
Advisors Preferred
Maryland
$926K 18,650 -2,870 -13%
MWP
47
Madison Wealth Partners
Wisconsin
$754K 15,191 +15,191 New
HCM
48
Hollencrest Capital Management
California
$744K 14,981 -800 -5%
TNBTD
49
Trustmark National Bank Trust Department
Mississippi
$695K 14,000 – –
BWM
50
Boyd Wealth Management
California
$694K 13,983 +13,983 New
1
2
3 4 5