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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

147 hedge funds and large institutions have $458M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
57
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$26.3M
3
Cerity Partners
3
Cerity Partners
New York
$15.7M
4
LPL Financial
4
LPL Financial
California
$18.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
IA
3
IFP Advisors
Florida
$145K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.2M
5
DWM
5
Dynasty Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCP
26
Cedar Point Capital Partners
Iowa
$3.07M +$49.7K +985 +2%
AFG
27
ABLE Financial Group
Arizona
$2.98M +$318K +6,299 +12%
RJA
28
Raymond James & Associates
Florida
$2.68M +$356K +7,059 +15%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$2.67M -$607K -12,022 -19%
PFG
30
PAX Financial Group
Texas
$2.59M -$63.3K -1,254 -2%
AF
31
Allworth Financial
California
$2.44M +$8.79K +174 +0.4%
IWA
32
Inspirion Wealth Advisors
Illinois
$2.34M – – –
WA
33
Waverly Advisors
Alabama
$2.33M +$102K +2,010 +5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.32M -$337K -6,663 -13%
PPWP
35
Premier Path Wealth Partners
New Jersey
$2.14M +$939K +18,591 +78%
RJT
36
Raymond James Trust
Florida
$2.14M – – –
CAC
37
Certified Advisory Corp
Florida
$2.12M -$248K -4,918 -10%
UBS Group
38
UBS Group
Switzerland
$2.11M +$47.5K +940 +2%
OPS
39
Orion Portfolio Solutions
Nebraska
$2.03M -$155K -3,061 -7%
BCI
40
Brinker Capital Investments
Pennsylvania
$2.03M -$155K -3,061 -7%
SA
41
Skyline Advisors
Washington
$1.94M -$1.36K -27 -0.1%
AWM
42
AE Wealth Management
Kansas
$1.78M +$28.6K +566 +2%
LWM
43
LongView Wealth Management
Georgia
$1.77M -$81.8K -1,620 -4%
CWP
44
Cyndeo Wealth Partners
Florida
$1.74M -$87.6K -1,735 -5%
IA
45
IAM Advisory
Pennsylvania
$1.73M +$11.8K +234 +0.7%
IA
46
Inspire Advisors
Idaho
$1.71M -$190K -3,757 -10%
EFG
47
Ehrlich Financial Group
California
$1.67M +$1.12M +22,138 +201%
AFP
48
Alpha Financial Partners
Kentucky
$1.67M +$1.67M +33,144 New
BWM
49
BCGM Wealth Management
Indiana
$1.59M -$145K -2,878 -8%
SWM
50
StoneCrest Wealth Management
Arizona
$1.5M +$1.5M +29,721 New
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