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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

123 hedge funds and large institutions have $422M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
44
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.15M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$4.15M
3
CA
3
Cetera Advisors
Colorado
$11.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.5M
5
WIM
5
Westside Investment Management
California
$3.56M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.01M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$51.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.53M
4
WC
4
Wealth CMT
New Jersey
$0
5
CA
5
Crumly & Associates
Illinois
$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Amplius Wealth Advisors
Pennsylvania
$4.06M +$69.6K +1,399 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.85M -$439K -8,827 -10%
WIM
28
Westside Investment Management
California
$3.56M +$1.24M +25,000 +54%
IA
29
IFP Advisors
Florida
$2.89M -$11K -221 -0.4%
UBS Group
30
UBS Group
Switzerland
$2.83M +$366K +7,360 +15%
AC
31
AIFG Consultants
New York
$2.29M -$888K -17,833 -28%
CAC
32
Certified Advisory Corp
Florida
$2.24M +$821K +16,484 +58%
LWMG
33
Levy Wealth Management Group
Pennsylvania
$2.2M +$6.37K +128 +0.3%
NC
34
NewSquare Capital
Pennsylvania
$2.04M -$43.8K -880 -2%
IWA
35
Inspirion Wealth Advisors
Illinois
$2.03M – – –
RJA
36
Raymond James & Associates
Florida
$2.01M +$436K +8,758 +28%
MW
37
MBL Wealth
North Carolina
$1.97M -$1.58M -31,816 -45%
BWM
38
BCGM Wealth Management
Indiana
$1.91M -$1.64K -33 -0.1%
SN
39
Sittner & Nelson
Oregon
$1.79M +$107K +2,140 +6%
GSIAS
40
Garden State Investment Advisory Services
New Jersey
$1.7M +$75.9K +1,524 +5%
AFG
41
ABLE Financial Group
Arizona
$1.68M +$1.68M +33,804 New
DAS
42
Dynamic Advisor Solutions
Arizona
$1.68M +$529K +10,628 +46%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.43M +$34.1K +686 +2%
SRC
44
Sage Rhino Capital
California
$1.3M +$126K +2,525 +11%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.15M +$266K +5,340 +30%
KLI
46
Kelman-Lazarov Inc
Tennessee
$1.14M +$1.14M +22,806 New
CW
47
CreativeOne Wealth
Kansas
$986K +$108K +2,173 +12%
IA
48
Inspire Advisors
Idaho
$898K +$898K +18,049 New
YIA
49
YHB Investment Advisors
Connecticut
$862K -$49.8K -1,000 -5%
BWM
50
Boyd Wealth Management
California
$831K -$62.9K -1,264 -7%
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