SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

142 hedge funds and large institutions have $443M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
64
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWMG
51
Levy Wealth Management Group
Pennsylvania
$1.69M -$168K -3,374 -9%
Jane Street
52
Jane Street
New York
$1.63M -$419K -8,406 -20%
NC
53
NewSquare Capital
Pennsylvania
$1.58M -$297K -5,960 -16%
DAS
54
Dynamic Advisor Solutions
Arizona
$1.54M +$35.3K +708 +2%
KAS
55
Kestra Advisory Services
Texas
$1.51M +$1.51M +30,263 New
HighTower Advisors
56
HighTower Advisors
Illinois
$1.46M +$48.7K +978 +3%
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$1.32M -$96.4K -1,931 -7%
SRC
58
Sage Rhino Capital
California
$1.31M +$18.7K +375 +1%
FFA
59
Farther Finance Advisors
California
$1.23M +$674K +13,569 +121%
QWP
60
Quotient Wealth Partners
Texas
$1.19M +$1.19M +23,887 New
PPWP
61
Premier Path Wealth Partners
New Jersey
$1.19M +$678K +13,590 +133%
MW
62
MBL Wealth
North Carolina
$1.18M +$67.3K +1,350 +6%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.17M +$66.3K +1,329 +6%
VWA
64
Visionary Wealth Advisors
Illinois
$1.16M +$49.6K +995 +4%
SA
65
Sanctuary Advisors
Indiana
$1.12M +$1.12M +22,533 New
TCWM
66
Total Clarity Wealth Management
Illinois
$1.05M -$160K -3,199 -13%
AAS
67
Avantax Advisory Services
Texas
$992K +$146K +2,922 +17%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$975K +$146K +2,934 +18%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$884K -$6.37M -127,763 -88%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$790K -$1.09M -21,837 -58%
TSWM
71
Tyler-Stone Wealth Management
Ohio
$727K -$14.6K -292 -2%
Citadel Advisors
72
Citadel Advisors
Florida
$727K +$727K +14,569 New
KA
73
Kooman & Associates
Pennsylvania
$723K +$42.6K +855 +6%
VCM
74
Virtue Capital Management
Tennessee
$670K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$659K -$218K -4,374 -25%