SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

112 hedge funds and large institutions have $466M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$44.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$11.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$8.84M
4
CA
4
Cetera Advisors
Colorado
$9.7M
5
AWA
5
Amplius Wealth Advisors
Pennsylvania
$3.95M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.5M
3
OIA
3
OneDigital Investment Advisors
Kansas
$15.1M
4
FTUS
4
Flow Traders U.S.
New York
$537K
5
Bank of America
5
Bank of America
North Carolina
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
26
AIFG Consultants
New York
$3.15M 63,848 +63,848 New
BCI
27
Brinker Capital Investments
Pennsylvania
$3.1M 62,828 +7,724 +14%
CA
28
Crumly & Associates
Illinois
$3.06M 62,007 +35,556 +134%
IA
29
IFP Advisors
Florida
$2.9M 58,287 +16,980 +41%
SFM
30
Signet Financial Management
New Jersey
$2.9M 58,741 +2,383 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.63M 53,441 +19,452 +57%
UBS Group
32
UBS Group
Switzerland
$2.44M 49,558 -212 -0.4%
WC
33
Wealth CMT
New Jersey
$2.34M 47,398 -24 -0.1%
LWMG
34
Levy Wealth Management Group
Pennsylvania
$2.17M 44,061 +32 +0.1%
NC
35
NewSquare Capital
Pennsylvania
$2.06M 41,865 +505 +1%
IWA
36
Inspirion Wealth Advisors
Illinois
$2.01M 40,758 +40,758 New
BWM
37
BCGM Wealth Management
Indiana
$1.89M 38,346 +899 +2%
SN
38
Sittner & Nelson
Oregon
$1.66M 33,775 -8,872 -21%
GSIAS
39
Garden State Investment Advisory Services
New Jersey
$1.61M 32,577 +32,577 New
RJA
40
Raymond James & Associates
Florida
$1.56M 31,577 +31,577 New
CAC
41
Certified Advisory Corp
Florida
$1.41M 28,526 +9,077 +47%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$1.38M 28,017 -4,520 -14%
SRC
43
Sage Rhino Capital
California
$1.16M 23,538 +23,538 New
DAS
44
Dynamic Advisor Solutions
Arizona
$1.14M 23,171 +13,834 +148%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.02M 20,610 +5,508 +36%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$990K 20,089 +3,249 +19%
YIA
47
YHB Investment Advisors
Connecticut
$903K 18,315 -6,815 -27%
BWM
48
Boyd Wealth Management
California
$886K 17,966 +4,060 +29%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$879K 17,838 -1,311 -7%
CW
50
CreativeOne Wealth
Kansas
$869K 17,626 +9,510 +117%
1
2
3 4 5