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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

102 hedge funds and large institutions have $442M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

15% more funds holding

Funds holding: 89102 (+13)

1.07% more ownership

Funds ownership: 77.44%78.51% (+1.1%)

5% more capital invested

Capital invested by funds: $422M → $442M (+$20.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
39
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
Madison Wealth Partners
Wisconsin
$693K -$50.4K -1,017 -7%
TNBTD
52
Trustmark National Bank Trust Department
Mississippi
$684K
HCM
53
Hollencrest Capital Management
California
$682K -$50.6K -1,020 -7%
BWM
54
Boyd Wealth Management
California
$679K -$3.82K -77 -0.6%
VCM
55
Virtue Capital Management
Tennessee
$654K
LS
56
Leelyn Smith
Illinois
$649K -$422K -8,505 -39%
OPS
57
Orion Portfolio Solutions
Nebraska
$631K -$1.07M -21,497 -62%
AC
58
Avestar Capital
New York
$627K +$636K +12,834 New
KC
59
Kingfisher Capital
North Carolina
$590K +$1.64K +33 +0.3%
AIFAIM
60
American Institute for Advanced Investment Management
Arizona
$576K
CMS
61
Capital Market Strategies
Florida
$575K
GA
62
Gateway Advisory
New Jersey
$575K +$583K +11,760 New
BDFN
63
Bond & Devick Financial Network
Minnesota
$552K -$21.9K -442 -4%
GT
64
Greenleaf Trust
Michigan
$500K
DAS
65
Dynamic Advisor Solutions
Arizona
$456K -$60.3K -1,217 -12%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$445K
BWM
67
BerganKDV Wealth Management
Minnesota
$401K -$30.2K -610 -7%
NA
68
Nottingham Advisors
New York
$398K -$201K -4,057 -33%
CW
69
CreativeOne Wealth
Kansas
$397K +$402K +8,116 New
RJT
70
Raymond James Trust
Florida
$364K +$369K +7,449 New
EFS
71
Essex Financial Services
Connecticut
$357K +$24.8K +500 +7%
WA
72
WBH Advisory
Maryland
$349K -$27.1K -547 -7%
AAS
73
Avantax Advisory Services
Texas
$344K +$91.4K +1,844 +36%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$339K +$109K +2,194 +46%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$324K -$9.92K -200 -3%

SMMU Hedge Fund Activity: Q3 2022 in Review

102 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q3 2022, worth a combined $442M — up 4.8% from $422M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMMU positions and 5 closed out — a net gain of 14 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $20.2M. The largest seller was Bank of America, cutting an estimated $15.5M.

  • 102 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q3 2022, up from 89 in Q2 2022.
  • Funds reported $442M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 19 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q3 2022 and 5 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q3 2022 was Jane Street, an estimated $20.2M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q3 2022 was Bank of America, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2022.