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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

139 hedge funds and large institutions have $442M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% 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
12
Increased
57
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.26M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.9M
4
WA
4
Waverly Advisors
Alabama
$2.13M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$16.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.38M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.41M
4
Jane Street
4
Jane Street
New York
$2.05M
5
PNAA
5
Pictet North America Advisors
Switzerland
$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.38M -$9.98M -199,938 -75%
CA
27
Crumly & Associates
Illinois
$3.33M -$42.6K -853 -1%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.18M -$120K -2,410 -4%
CPCP
29
Cedar Point Capital Partners
Iowa
$3.11M +$200K +4,002 +7%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.11M +$229K +4,590 +8%
PFG
31
PAX Financial Group
Texas
$2.95M +$125K +2,504 +4%
IA
32
IFP Advisors
Florida
$2.89M +$76.1K +1,525 +3%
AFG
33
ABLE Financial Group
Arizona
$2.77M +$10.3K +206 +0.4%
Goldman Sachs
34
Goldman Sachs
New York
$2.41M -$8.71M -174,490 -78%
AF
35
Allworth Financial
California
$2.41M -$110K -2,202 -4%
CAC
36
Certified Advisory Corp
Florida
$2.33M +$139K +2,787 +6%
IWA
37
Inspirion Wealth Advisors
Illinois
$2.28M – – –
OPS
38
Orion Portfolio Solutions
Nebraska
$2.23M -$1.13M -22,692 -34%
BCI
39
Brinker Capital Investments
Pennsylvania
$2.23M -$1.13M -22,692 -34%
RJA
40
Raymond James & Associates
Florida
$2.18M +$127K +2,548 +6%
WA
41
Waverly Advisors
Alabama
$2.13M +$2.13M +42,695 New
BWM
42
BCGM Wealth Management
Indiana
$2.1M +$112K +2,253 +6%
Jane Street
43
Jane Street
New York
$2.05M -$8.05M -161,331 -80%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$2.04M +$266K +5,329 +15%
SA
45
Skyline Advisors
Washington
$1.91M +$189K +3,783 +11%
LWM
46
LongView Wealth Management
Georgia
$1.89M – – –
NC
47
NewSquare Capital
Pennsylvania
$1.88M -$47.2K -945 -2%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.88M +$994K +19,915 +112%
IA
49
Inspire Advisors
Idaho
$1.88M +$101K +2,028 +6%
LWMG
50
Levy Wealth Management Group
Pennsylvania
$1.86M – – –
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