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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

83 hedge funds and large institutions have $392M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

0.54% less ownership

Funds ownership: 76.43% → 75.89% (-0.54%)

6% less funds holding

Funds holding: 88 → 83 (-5)

9% less capital invested

Capital invested by funds: $430M → $392M (-$38.2M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
25
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12M
2
Morgan Stanley
Morgan Stanley
New York
+$3.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.87M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.83M
5
WIM
Westside Investment Management
California
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$24.9M
2
SW
Signify Wealth
Missouri
-$19.2M
3
PP
Palladium Partners
Virginia
-$5.72M
4
Citadel Advisors
Citadel Advisors
Florida
-$5.16M
5
WFA
Websterrogers Financial Advisors
South Carolina
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
BCGM Wealth Management
Indiana
$485K +$497K +9,821 New
BWM
52
BerganKDV Wealth Management
Minnesota
$461K +$18.2K +360 +4%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$431K -$117K -2,303 -21%
WAM
54
Weatherly Asset Management
California
$421K – – –
BDFN
55
Bond & Devick Financial Network
Minnesota
$380K +$384K +7,595 New
PFS
56
Prospera Financial Services
Texas
$377K +$382K +7,541 New
GRP
57
Global Retirement Partners
California
$351K +$1.26K +25 +0.4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$341K – – –
Citadel Advisors
59
Citadel Advisors
Florida
$334K -$5.16M -101,990 -94%
COF
60
Capital One Financial
Virginia
$333K -$1.63M -32,240 -83%
SSC
61
Syverson Strege & Co
Iowa
$324K +$137K +2,709 +72%
RJA
62
Raymond James & Associates
Florida
$319K -$68.1K -1,345 -17%
TC
63
Titleist Capital
Texas
$310K +$314K +6,208 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$290K -$103K -2,044 -26%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$265K -$40.5K -800 -13%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$265K +$253K +5,005 +1,668%
ECM
67
Evergreen Capital Management
Washington
$250K – – –
TCWM
68
Total Clarity Wealth Management
Illinois
$245K – – –
OWM
69
OneAscent Wealth Management
Alabama
$235K +$238K +4,702 New
GWM
70
Gray Wealth Management
Maine
$228K – – –
Stifel Financial
71
Stifel Financial
Missouri
$219K – – –
BAM
72
Belpointe Asset Management
Nevada
$166K +$35.4K +700 +27%
HIA
73
Harbor Investment Advisory
Maryland
$147K – – –
PO
74
Private Ocean
California
$97K – – –
MCC
75
Money Concepts Capital
Florida
$82K +$83.3K +1,646 New
1 2
3
4

SMMU Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q1 2022, worth a combined $392M — down 8.9% from $430M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SMMU and 11 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Bank of America, adding an estimated $12M. The largest seller was Jane Street, cutting an estimated $24.9M.

  • 83 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q1 2022, down from 88 in Q4 2021.
  • Funds reported $392M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 11 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q1 2022 and 13 closed out, a net change of -2 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q1 2022 was Bank of America, an estimated $12M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q1 2022 was Jane Street, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2022.