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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

171 hedge funds and large institutions have $528M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
36
Increased
63
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56.1M
2
DWM
2
Dynasty Wealth Management
Florida
$6.24M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.16M
4
MCM
4
MAI Capital Management
Ohio
$3.89M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$29.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.9M
2
AWM
2
AE Wealth Management
Kansas
$7.13K
3
AFP
3
Alpha Financial Partners
Kentucky
$0
4
TCM
4
TD Capital Management
Tennessee
$12.8M
5
Cerity Partners
5
Cerity Partners
New York
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.56M -$58.8K -1,179 -2%
SWP
27
Sagespring Wealth Partners
Tennessee
$3.4M +$3.4M +68,253 New
CPCP
28
Cedar Point Capital Partners
Iowa
$3.24M +$213K +4,270 +7%
CA
29
Crumly & Associates
Illinois
$3.21M -$48.4K -972 -1%
CAAS
30
Capital Asset Advisory Services
Michigan
$3.13M +$1.89M +37,822 +152%
RMDI
31
R.M. Davis Inc
Maine
$3.12M -$268K -5,385 -8%
AFG
32
ABLE Financial Group
Arizona
$3.05M +$109K +2,179 +4%
OIA
33
OneDigital Investment Advisors
Kansas
$3.03M -$886K -17,779 -23%
AWM
34
Axxcess Wealth Management
California
$3.03M +$1.78M +35,771 +143%
IAA
35
Independent Advisor Alliance
North Carolina
$2.96M +$2.96M +59,448 New
MWC
36
MBM Wealth Consultants
Missouri
$2.51M +$2.51M +50,309 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.48M +$184K +3,699 +8%
PFG
38
PAX Financial Group
Texas
$2.47M -$93.9K -1,884 -4%
WA
39
Waverly Advisors
Alabama
$2.44M +$146K +2,936 +6%
UBS Group
40
UBS Group
Switzerland
$2.39M +$311K +6,248 +15%
AF
41
Allworth Financial
California
$2.37M -$46.8K -937 -2%
CAC
42
Certified Advisory Corp
Florida
$2.31M +$219K +4,397 +10%
IWA
43
Inspirion Wealth Advisors
Illinois
$2.28M -$24.9K -500 -1%
AC
44
AIFG Consultants
New York
$2.03M +$2.03M +40,665 New
PPWP
45
Premier Path Wealth Partners
New Jersey
$2.01M -$101K -2,030 -5%
QWP
46
Quotient Wealth Partners
Texas
$1.78M +$638K +12,808 +56%
LI
47
LifeWealth Investments
Florida
$1.75M +$1.75M +35,056 New
IA
48
Inspire Advisors
Idaho
$1.74M +$48.4K +972 +3%
IA
49
IAM Advisory
Pennsylvania
$1.72M +$12.4K +248 +0.7%
EFG
50
Ehrlich Financial Group
California
$1.7M +$49.7K +997 +3%
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