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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

71 hedge funds and large institutions have $192M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
30
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$6.94M
2
OIA
2
OneDigital Investment Advisors
Kansas
$24.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2M
4
LRPA
4
L. Roy Papp & Associates
Arizona
$2M
5
FTUS
5
Flow Traders U.S.
New York
$986K

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$926K
2
Jane Street
2
Jane Street
New York
$2.78M
3
AAS
3
Avantax Advisory Services
Texas
$0
4
CA
4
Crumly & Associates
Illinois
$1.19M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$751K
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
TD Capital Management
Tennessee
$263K 5,107 +5 +0.1%
GWM
52
Gray Wealth Management
Maine
$255K 4,961 – –
C
53
Certuity
Florida
$235K 4,577 +4,577 New
MA
54
Mutual Advisors
Nebraska
$234K 4,544 +4,544 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$224K 4,356 +1 +0%
LCM
56
Leisure Capital Management
California
$222K 4,310 +206 +5%
CCM
57
Condor Capital Management
New Jersey
$208K 4,040 +4,040 New
WA
58
Wambolt & Associates
Colorado
$205K 3,975 – –
SSC
59
Syverson Strege & Co
Iowa
$165K 3,200 +3,200 New
NFG
60
Next Financial Group
Texas
$152K 2,950 +2 +0.1%
HIA
61
Harbor Investment Advisory
Maryland
$151K 2,939 +439 +18%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$52K 1,003 +429 +75%
SFS
63
Sowell Financial Services
Arkansas
$51K 984 – –
Citigroup
64
Citigroup
New York
$31K 600 – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$26K 500 – –
CAL
66
Capital Analysts LLC
Pennsylvania
$26K 502 +2 +0.4%
CCM
67
Covington Capital Management
California
$25K 480 -10,000 -95%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$23K 450 – –
CTFG
69
Capstone Triton Financial Group
Oklahoma
$15K 295 +295 New
ASN
70
Advisory Services Network
Georgia
$11K 207 – –
PS
71
Planned Solutions
California
$2K 39 -42 -52%
AAS
72
Avantax Advisory Services
Texas
– – -21,986 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– – -8,970 Closed
SIAP
74
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -72 Closed
CFGS
75
Concourse Financial Group Securities
Alabama
– – – –
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