SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

139 hedge funds and large institutions have $442M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% 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
12
Increased
57
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$20.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.26M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.9M
4
WA
4
Waverly Advisors
Alabama
$2.13M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$16.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.38M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.41M
4
Jane Street
4
Jane Street
New York
$2.05M
5
PNAA
5
Pictet North America Advisors
Switzerland
$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$1.72M -$22.7K -454 -1%
IA
52
IAM Advisory
Pennsylvania
$1.64M +$749K +15,020 +84%
CWP
53
Cyndeo Wealth Partners
Florida
$1.53M -$139K -2,784 -8%
DAS
54
Dynamic Advisor Solutions
Arizona
$1.51M -$13.2K -264 -0.9%
GSIAS
55
Garden State Investment Advisory Services
New Jersey
$1.42M -$86.8K -1,738 -6%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.41M -$6.92K -139 -0.5%
SRC
57
Sage Rhino Capital
California
$1.29M +$67.1K +1,345 +5%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.29M +$858K +17,192 +199%
TCWM
59
Total Clarity Wealth Management
Illinois
$1.22M +$282K +5,653 +30%
MW
60
MBL Wealth
North Carolina
$1.12M +$54.9K +1,100 +5%
VWA
61
Visionary Wealth Advisors
Illinois
$1.11M +$217K +4,356 +24%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.11M +$450K +9,007 +69%
EH
63
Equitable Holdings
New York
$901K +$148K +2,975 +20%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$878K -$44K -882 -5%
PPWP
65
Premier Path Wealth Partners
New Jersey
$867K +$867K +10,200 New
AAS
66
Avantax Advisory Services
Texas
$847K +$220K +4,405 +35%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$829K +$49.8K +997 +6%
TSWM
68
Tyler-Stone Wealth Management
Ohio
$742K -$998 -20 -0.1%
KA
69
Kooman & Associates
Pennsylvania
$680K +$22.9K +458 +3%
VCM
70
Virtue Capital Management
Tennessee
$666K – – –
BFC
71
Bedel Financial Consulting
Indiana
$658K – – –
YIA
72
YHB Investment Advisors
Connecticut
$641K – – –
WG
73
Watchman Group
Texas
$624K – – –
NA
74
NewEdge Advisors
Louisiana
$621K -$126K -2,527 -17%
FAIM
75
Financial Advocates Investment Management
Washington
$606K +$4.49K +90 +0.7%
1 2
3
4 5