SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

88 hedge funds and large institutions have $430M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$122M
2
SW
Signify Wealth
Missouri
$23.3M
3
PP
Palladium Partners
Virginia
$29.9M
4
Morgan Stanley
Morgan Stanley
New York
$31.2M
5
TCM
TD Capital Management
Tennessee
$4.53M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$5.57M
2
Jane Street
Jane Street
New York
$27.8M
3
AWA
Arete Wealth Advisors
Illinois
$0
4
MA
MJP Associates
Connecticut
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Greenleaf Trust
Michigan
$524K – – –
AIFAIM
52
American Institute for Advanced Investment Management
Arizona
$501K +$64K +1,250 +15%
BWM
53
BerganKDV Wealth Management
Minnesota
$454K +$71K +1,385 +19%
WAM
54
Weatherly Asset Management
California
$432K +$432K +8,425 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$403K +$106K +2,070 +36%
RJA
56
Raymond James & Associates
Florida
$396K -$51.2K -999 -11%
PFA
57
Paradigm Financial Advisors
Missouri
$393K – – –
GRP
58
Global Retirement Partners
California
$362K +$359 +7 +0.1%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$350K – – –
MSFS
60
Main Street Financial Solutions
Pennsylvania
$313K – – –
AWM
61
AE Wealth Management
Kansas
$303K +$303K +5,920 New
OPS
62
Orion Portfolio Solutions
Nebraska
$282K +$282K +5,509 New
VWA
63
Visionary Wealth Advisors
Illinois
$278K +$278K +5,430 New
ECM
64
Evergreen Capital Management
Washington
$256K +$256K +5,000 New
CCM
65
Condor Capital Management
New Jersey
$252K +$252K +4,926 New
TCWM
66
Total Clarity Wealth Management
Illinois
$251K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$251K +$251K +4,906 New
GWM
68
Gray Wealth Management
Maine
$234K +$234K +4,561 New
C
69
Certuity
Florida
$233K -$178K -3,478 -43%
Stifel Financial
70
Stifel Financial
Missouri
$225K – – –
WA
71
Wambolt & Associates
Colorado
$204K – – –
SSC
72
Syverson Strege & Co
Iowa
$193K +$15.9K +310 +9%
NFG
73
Next Financial Group
Texas
$187K +$10.3K +201 +6%
HIA
74
Harbor Investment Advisory
Maryland
$151K – – –
BAM
75
Belpointe Asset Management
Nevada
$135K -$142K -2,766 -51%
1 2
3
4