SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

124 hedge funds and large institutions have $405M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
15
Increased
46
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Biltmore Wealth Management
Arizona
$17.1M
2
AF
2
Allworth Financial
California
$3.06M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$6.85M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$6.85M
5
Jane Street
5
Jane Street
New York
$7.41M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$69.7M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.66M
3
Cerity Partners
3
Cerity Partners
New York
$12.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$47.8M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
51
Sittner & Nelson
Oregon
$1.07M -$713K -14,398 -40%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$1.05M +21,190 New
IA
53
Inspire Advisors
Idaho
$1.05M +$152K +3,077 +17%
FTUS
54
Flow Traders U.S.
New York
$1.04M +$1.04M +20,970 New
EH
55
Equitable Holdings
New York
$834K +$590K +11,916 +242%
KA
56
Kooman & Associates
Pennsylvania
$811K +$6.34K +128 +0.8%
TSWM
57
Tyler-Stone Wealth Management
Ohio
$791K +$791K +15,973 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$773K +$14.9K +300 +2%
IA
59
IAM Advisory
Pennsylvania
$754K +$3.47K +70 +0.5%
SWP
60
Stratos Wealth Partners
Ohio
$748K -$30.1K -607 -4%
YIA
61
YHB Investment Advisors
Connecticut
$744K -$114K -2,300 -13%
MWP
62
Madison Wealth Partners
Wisconsin
$711K -$14.2K -286 -2%
SAG
63
SageView Advisory Group
California
$680K +$309K +6,231 +83%
VCM
64
Virtue Capital Management
Tennessee
$662K – – –
VWA
65
Visionary Wealth Advisors
Illinois
$655K +$53.2K +1,074 +9%
BFC
66
Bedel Financial Consulting
Indiana
$653K – – –
AC
67
Avestar Capital
New York
$636K -$73.9K -1,493 -10%
LS
68
Leelyn Smith
Illinois
$585K – – –
WG
69
Watchman Group
Texas
$569K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$537K +$537K +10,843 New
Baird Financial Group
71
Baird Financial Group
Wisconsin
$511K +$57.9K +1,168 +13%
GT
72
Greenleaf Trust
Michigan
$507K – – –
CMS
73
Capital Market Strategies
Florida
$506K -$42.9K -867 -8%
FAIM
74
Financial Advocates Investment Management
Washington
$503K +$3.32K +67 +0.7%
KW
75
KWB Wealth
California
$502K – – –
1 2
3
4 5