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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

124 hedge funds and large institutions have $405M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
15
Increased
46
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Biltmore Wealth Management
Arizona
$17.1M
2
AF
2
Allworth Financial
California
$3.06M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$6.85M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$6.85M
5
Jane Street
5
Jane Street
New York
$7.41M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$69.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.66M
3
Cerity Partners
3
Cerity Partners
New York
$12.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$47.8M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.88M +$51.5K +1,039 +1%
WIM
27
Westside Investment Management
California
$3.8M +$262K +5,300 +7%
AF
28
Allworth Financial
California
$3.06M +$3.06M +61,729 New
UBS Group
29
UBS Group
Switzerland
$2.98M +$161K +3,246 +6%
Truist Financial
30
Truist Financial
North Carolina
$2.87M -$1.67M -33,656 -37%
IA
31
IFP Advisors
Florida
$2.77M -$109K -2,210 -4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.64M -$460K -9,281 -15%
AC
33
AIFG Consultants
New York
$2.34M +$58.2K +1,175 +3%
CAC
34
Certified Advisory Corp
Florida
$2.29M +$55.9K +1,129 +3%
DAS
35
Dynamic Advisor Solutions
Arizona
$2.26M +$590K +11,912 +35%
AFG
36
ABLE Financial Group
Arizona
$2.14M +$465K +9,385 +28%
BWM
37
BCGM Wealth Management
Indiana
$2.1M +$200K +4,038 +11%
RJA
38
Raymond James & Associates
Florida
$2.05M +$48K +970 +2%
WC
39
Wealth CMT
New Jersey
$2.04M +$2.04M +41,277 New
IWA
40
Inspirion Wealth Advisors
Illinois
$2.02M – – –
NC
41
NewSquare Capital
Pennsylvania
$2.01M -$17.3K -350 -0.9%
LWMG
42
Levy Wealth Management Group
Pennsylvania
$1.85M -$334K -6,749 -15%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.68M +$535K +10,811 +47%
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$1.67M -$17.4K -351 -1%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.66M -$9.42M -190,451 -85%
KLI
46
Kelman-Lazarov Inc
Tennessee
$1.53M +$405K +8,174 +36%
CA
47
Crumly & Associates
Illinois
$1.31M +$507K +10,232 +63%
MW
48
MBL Wealth
North Carolina
$1.3M -$659K -13,315 -34%
SRC
49
Sage Rhino Capital
California
$1.29M +$297 +6 +0%
SFG
50
StrategIQ Financial Group
Indiana
$1.07M +$578K +11,663 +117%
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