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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

138 hedge funds and large institutions have $479M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
50
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
Jane Street
5
Jane Street
New York
$10.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.9M
2
OIA
2
OneDigital Investment Advisors
Kansas
$5.71M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$0
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$415K
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Signet Financial Management
New Jersey
$4.22M -$59.1K -1,181 -1%
RMDI
27
R.M. Davis Inc
Maine
$4.16M -$1.39M -27,842 -25%
KLI
28
Kelman-Lazarov Inc
Tennessee
$3.44M +$912K +18,239 +36%
CA
29
Crumly & Associates
Illinois
$3.38M +$2.08M +41,524 +159%
OPS
30
Orion Portfolio Solutions
Nebraska
$3.37M -$275K -5,498 -8%
BCI
31
Brinker Capital Investments
Pennsylvania
$3.37M -$275K -5,498 -8%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.31M -$151K -3,023 -4%
CPCP
33
Cedar Point Capital Partners
Iowa
$2.91M +$2.91M +58,265 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.88M +$418K +8,363 +17%
PFG
35
PAX Financial Group
Texas
$2.83M +$2.83M +56,691 New
IA
36
IFP Advisors
Florida
$2.82M +$140K +2,795 +5%
AFG
37
ABLE Financial Group
Arizona
$2.77M -$67.4K -1,347 -2%
AF
38
Allworth Financial
California
$2.52M -$439K -8,767 -15%
IWA
39
Inspirion Wealth Advisors
Illinois
$2.29M +$250K +5,000 +12%
UBS Group
40
UBS Group
Switzerland
$2.24M +$37.8K +755 +2%
CAC
41
Certified Advisory Corp
Florida
$2.2M +$23.5K +470 +1%
RJA
42
Raymond James & Associates
Florida
$2.06M +$56K +1,120 +3%
BWM
43
BCGM Wealth Management
Indiana
$1.99M -$89.5K -1,790 -4%
NC
44
NewSquare Capital
Pennsylvania
$1.93M -$8.25K -165 -0.4%
SFG
45
StrategIQ Financial Group
Indiana
$1.93M +$466K +9,311 +32%
LWM
46
LongView Wealth Management
Georgia
$1.9M +$1.9M +37,902 New
LWMG
47
Levy Wealth Management Group
Pennsylvania
$1.86M +$33.8K +676 +2%
IA
48
Inspire Advisors
Idaho
$1.78M +$51.3K +1,025 +3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.78M +$253K +5,055 +17%
AWM
50
AE Wealth Management
Kansas
$1.75M +$1.75M +34,974 New
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