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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

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

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more funds holding

Funds holding: 123 → 124 (+1)

0.84% less ownership

Funds ownership: 78.03% → 77.19% (-0.84%)

4% less capital invested

Capital invested by funds: $422M → $405M (-$16.6M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.95%
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

Rank Fund Capital Flow
1
BWM
Biltmore Wealth Management
Arizona
+$17.1M
2
AF
Allworth Financial
California
+$3.06M
3
BCI
Brinker Capital Investments
Pennsylvania
+$2.72M
4
OPS
Orion Portfolio Solutions
Nebraska
+$2.72M
5
Jane Street
Jane Street
New York
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$29.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$9.44M
3
Cerity Partners
Cerity Partners
New York
-$4.05M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.77M
5
KCM
Kathmere Capital Management
Pennsylvania
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
51
Sittner & Nelson
Oregon
$1.07M -$714K -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 +$153K +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 +$591K +11,916 +242%
KA
56
Kooman & Associates
Pennsylvania
$811K +$6.34K +128 +0.8%
TSWM
57
Tyler-Stone Wealth Management
Ohio
$791K +$792K +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 -$74K -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 -$43K -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

SMMU Hedge Fund Activity: Q2 2023 in Review

124 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2023, worth a combined $405M — down 3.9% from $422M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SMMU positions and 13 closed out — a net gain of 2 holders — while 46 added to existing stakes and 38 trimmed.

The largest buyer was Biltmore Wealth Management, opening a new position worth an estimated $17.1M. The largest seller was Bank of America, cutting an estimated $29.9M.

  • 124 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2023, up from 123 in Q1 2023.
  • Funds reported $405M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2023, down 3.9% quarter-over-quarter.
  • 15 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2023 and 13 closed out, a net change of +2 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2023 was Biltmore Wealth Management, an estimated $17.1M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2023 was Bank of America, an estimated $29.9M sold.

Based on aggregated 13F filings for Q2 2023.