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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

73 hedge funds and large institutions have $314M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $267M → $314M (+$47.8M)

1% more funds holding

Funds holding: 7273 (+1)

2.22% less ownership

Funds ownership: 71.99%69.78% (-2.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
31
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$363K +$363K +7,054 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$351K
BWM
53
BerganKDV Wealth Management
Minnesota
$343K -$4.58K -89 -1%
SSC
54
Syverson Strege & Co
Iowa
$343K +$178K +3,470 +108%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$329K +$123K +2,390 +60%
MSFS
56
Main Street Financial Solutions
Pennsylvania
$314K
BAM
57
Belpointe Asset Management
Nevada
$297K +$180K +3,502 +154%
TCWM
58
Total Clarity Wealth Management
Illinois
$252K
GWM
59
Gray Wealth Management
Maine
$232K -$23.1K -450 -9%
Stifel Financial
60
Stifel Financial
Missouri
$226K
BWM
61
Birchcreek Wealth Management
Ohio
$209K +$209K +4,070 New
WA
62
Wambolt & Associates
Colorado
$204K
NFG
63
Next Financial Group
Texas
$168K +$51 +1 +0%
HIA
64
Harbor Investment Advisory
Maryland
$151K
HI
65
Harbour Investments
Wisconsin
$133K +$122K +2,369 +1,133%
CWA
66
Clearview Wealth Advisors
Oregon
$76K +$75.6K +1,470 New
SB
67
Strategic Blueprint
Georgia
$58K +$57.9K +1,125 New
SW
68
SVB Wealth
Massachusetts
$40K
APA
69
American Portfolios Advisors
New York
$38.9K -$376K -7,303 -91%
Citigroup
70
Citigroup
New York
$31K
CCM
71
Covington Capital Management
California
$20K
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$15K
BFEC
73
Benjamin F. Edwards & Company
Missouri
$10K -$12.6K -245 -55%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$1.9M -36,988 Closed
TSS
75
Two Sigma Securities
New York
-$244K -4,743 Closed

SMMU Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2021, worth a combined $314M — up 18% from $267M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMMU positions and 7 closed out — a net gain of 2 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $28.9M. The largest seller was First National Corp, cutting an estimated $2.45M.

  • 73 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2021, up from 72 in Q1 2021.
  • Funds reported $314M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2021, up 18% quarter-over-quarter.
  • 9 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2021 and 7 closed out, a net change of +2 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2021 was Bank of America, an estimated $28.9M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2021 was First National Corp, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2021.