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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

102 hedge funds and large institutions have $442M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

15% more funds holding

Funds holding: 89 → 102 (+13)

1.07% more ownership

Funds ownership: 77.44% → 78.51% (+1.1%)

5% more capital invested

Capital invested by funds: $422M → $442M (+$20.4M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
39
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$20.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.59M
4
FTUS
Flow Traders U.S.
New York
+$5.64M
5
CA
Cetera Advisors
Colorado
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$15.5M
2
SSC
Syverson Strege & Co
Iowa
-$12.7M
3
BCI
Brinker Capital Investments
Pennsylvania
-$6.83M
4
MW
MBL Wealth
North Carolina
-$3.1M
5
Morgan Stanley
Morgan Stanley
New York
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$2.75M +$769K +15,512 +38%
BCI
27
Brinker Capital Investments
Pennsylvania
$2.69M -$6.83M -137,750 -71%
UBS Group
28
UBS Group
Switzerland
$2.43M -$1.2M -24,151 -33%
WC
29
Wealth CMT
New Jersey
$2.32M +$274K +5,527 +13%
LWMG
30
Levy Wealth Management Group
Pennsylvania
$2.15M +$446 +9 +0%
SN
31
Sittner & Nelson
Oregon
$2.08M -$124K -2,493 -6%
IA
32
IFP Advisors
Florida
$2.06M +$505K +10,185 +33%
NC
33
NewSquare Capital
Pennsylvania
$2.02M +$569K +11,485 +38%
BWA
34
Beam Wealth Advisors
Louisiana
$1.89M +$629K +12,689 +49%
BWM
35
BCGM Wealth Management
Indiana
$1.82M +$855K +17,243 +85%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.66M +$422K +8,508 +33%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.59M +$1.61M +32,537 New
SWP
38
Stratos Wealth Partners
Ohio
$1.32M +$132K +2,657 +11%
CA
39
Crumly & Associates
Illinois
$1.29M +$28.8K +581 +2%
YIA
40
YHB Investment Advisors
Connecticut
$1.23M -$228K -4,600 -15%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.13M +$1.15M +23,156 New
SL
42
SWMG LLC
Texas
$1.1M +$1.12M +22,515 New
CWM
43
Cornerstone Wealth Management
Missouri
$979K +$301K +6,071 +43%
IPW
44
Intergy Private Wealth
Colorado
$963K +$978K +19,719 New
CAC
45
Certified Advisory Corp
Florida
$950K +$964K +19,449 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$940K -$24.8K -500 -3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$936K +$14.2K +287 +2%
JP Morgan Chase
48
JP Morgan Chase
New York
$823K +$795K +16,030 +1,979%
MML Investors Services
49
MML Investors Services
Massachusetts
$738K +$238K +4,804 +47%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$703K +$277K +5,588 +63%
1
2
3 4 5

SMMU Hedge Fund Activity: Q3 2022 in Review

102 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q3 2022, worth a combined $442M — up 4.8% from $422M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMMU positions and 5 closed out — a net gain of 14 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $20.2M. The largest seller was Bank of America, cutting an estimated $15.5M.

  • 102 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q3 2022, up from 89 in Q2 2022.
  • Funds reported $442M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 19 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q3 2022 and 5 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q3 2022 was Jane Street, an estimated $20.2M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q3 2022 was Bank of America, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2022.