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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

147 hedge funds and large institutions have $458M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
57
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$26.3M
3
Cerity Partners
3
Cerity Partners
New York
$15.7M
4
LPL Financial
4
LPL Financial
California
$18.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
IA
3
IFP Advisors
Florida
$145K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.2M
5
DWM
5
Dynasty Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$1.5M 29,609 -9,136 -24%
TSWM
52
Tyler-Stone Wealth Management
Ohio
$1.47M 29,150 +14,575 +100%
NC
53
NewSquare Capital
Pennsylvania
$1.47M 29,144 -2,601 -8%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.47M 29,112 -214 -0.7%
BHWM
55
Beaird Harris Wealth Management
Texas
$1.33M 26,281 +26,281 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.29M 25,589 +2,125 +9%
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$1.28M 25,269 -1,273 -5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.27M 25,233 +5,690 +29%
AWM
59
Axxcess Wealth Management
California
$1.26M 24,936 +24,936 New
CAAS
60
Capital Asset Advisory Services
Michigan
$1.25M 24,941 +24,941 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.21M 23,938 +8,107 +51%
AAS
62
Avantax Advisory Services
Texas
$1.2M 23,846 +3,946 +20%
MW
63
MBL Wealth
North Carolina
$1.19M 23,650 -50 -0.2%
QWP
64
Quotient Wealth Partners
Texas
$1.15M 22,825 -1,062 -4%
TCWM
65
Total Clarity Wealth Management
Illinois
$1.14M 22,589 +1,439 +7%
SA
66
Sanctuary Advisors
Indiana
$1.13M 22,533 – –
VWA
67
Visionary Wealth Advisors
Illinois
$1.13M 22,338 -902 -4%
SRC
68
Sage Rhino Capital
California
$1.11M 21,927 -4,381 -17%
KAS
69
Kestra Advisory Services
Texas
$1.05M 20,871 -9,392 -31%
FFA
70
Farther Finance Advisors
California
$1.04M 20,588 -4,203 -17%
DAS
71
Dynamic Advisor Solutions
Arizona
$1.01M 19,952 -10,971 -35%
YIA
72
YHB Investment Advisors
Connecticut
$938K 18,580 +7,295 +65%
BWM
73
Boyd Wealth Management
California
$881K 17,451 +17,451 New
FAIM
74
Financial Advocates Investment Management
Washington
$833K 16,497 +3,565 +28%
Comerica Bank
75
Comerica Bank
Texas
$801K 15,856 +7,282 +85%
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