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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

138 hedge funds and large institutions have $479M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
50
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
Jane Street
5
Jane Street
New York
$10.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.9M
2
OIA
2
OneDigital Investment Advisors
Kansas
$5.71M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$0
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$415K
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Skyline Advisors
Washington
$1.72M +$1.72M +34,478 New
CWP
52
Cyndeo Wealth Partners
Florida
$1.67M +$1.67M +33,417 New
DAS
53
Dynamic Advisor Solutions
Arizona
$1.52M -$696K -13,917 -31%
GSIAS
54
Garden State Investment Advisory Services
New Jersey
$1.52M +$13.9K +277 +0.9%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.43M -$2.13M -42,615 -60%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.26M -$624K -12,468 -33%
SRC
57
Sage Rhino Capital
California
$1.23M -$52.8K -1,056 -4%
MW
58
MBL Wealth
North Carolina
$1.06M -$7.5K -150 -0.7%
TCWM
59
Total Clarity Wealth Management
Illinois
$935K +$581K +11,621 +164%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$924K +$13.5K +270 +1%
AC
61
Avestar Capital
New York
$903K +$124K +2,481 +16%
VWA
62
Visionary Wealth Advisors
Illinois
$895K +$235K +4,700 +36%
IA
63
IAM Advisory
Pennsylvania
$891K -$1.65K -33 -0.2%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$888K -$1.74M -34,792 -66%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$781K – – –
EH
66
Equitable Holdings
New York
$754K -$38.8K -775 -5%
NA
67
NewEdge Advisors
Louisiana
$749K +$365K +7,299 +95%
TSWM
68
Tyler-Stone Wealth Management
Ohio
$745K -$52.3K -1,045 -7%
SAG
69
SageView Advisory Group
California
$678K -$713K -14,556 Closed
VCM
70
Virtue Capital Management
Tennessee
$669K – – –
BFC
71
Bedel Financial Consulting
Indiana
$660K – – –
KA
72
Kooman & Associates
Pennsylvania
$659K -$142K -2,848 -18%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$657K +$313K +6,262 +91%
YIA
74
YHB Investment Advisors
Connecticut
$643K -$39.5K -790 -6%
AAS
75
Avantax Advisory Services
Texas
$629K +$111K +2,210 +21%
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