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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

171 hedge funds and large institutions have $528M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
36
Increased
63
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56.1M
2
DWM
2
Dynasty Wealth Management
Florida
$6.24M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.16M
4
MCM
4
MAI Capital Management
Ohio
$3.89M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$29.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.9M
2
AWM
2
AE Wealth Management
Kansas
$7.13K
3
AFP
3
Alpha Financial Partners
Kentucky
$0
4
TCM
4
TD Capital Management
Tennessee
$12.8M
5
Cerity Partners
5
Cerity Partners
New York
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
51
LongView Wealth Management
Georgia
$1.65M 33,204 -1,900 -5%
BCI
52
Brinker Capital Investments
Pennsylvania
$1.63M 32,689 -7,501 -19%
OPS
53
Orion Portfolio Solutions
Nebraska
$1.63M 32,689 -7,501 -19%
DAS
54
Dynamic Advisor Solutions
Arizona
$1.61M 32,357 +12,405 +62%
AAS
55
Avantax Advisory Services
Texas
$1.61M 32,349 +8,503 +36%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.54M 30,977 +5,744 +23%
CWP
57
Cyndeo Wealth Partners
Florida
$1.52M 30,548 -3,953 -11%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$1.52M 30,492 +6,554 +27%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.49M 29,890 +281 +0.9%
SWM
60
StoneCrest Wealth Management
Arizona
$1.48M 29,721 – –
YIA
61
YHB Investment Advisors
Connecticut
$1.47M 29,460 +10,880 +59%
TSWM
62
Tyler-Stone Wealth Management
Ohio
$1.45M 29,150 – –
BWM
63
BCGM Wealth Management
Indiana
$1.45M 29,020 -2,485 -8%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.44M 28,867 -245 -0.8%
NC
65
NewSquare Capital
Pennsylvania
$1.38M 27,742 -1,402 -5%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$1.33M 26,593 +1,004 +4%
SA
67
Skyline Advisors
Washington
$1.28M 25,668 -12,760 -33%
GSIAS
68
Garden State Investment Advisory Services
New Jersey
$1.27M 25,300 +31 +0.1%
BHWM
69
Beaird Harris Wealth Management
Texas
$1.26M 25,181 -1,100 -4%
MW
70
MBL Wealth
North Carolina
$1.18M 23,650 – –
SA
71
Sanctuary Advisors
Indiana
$1.13M 22,533 – –
KAS
72
Kestra Advisory Services
Texas
$1.08M 21,603 +732 +4%
VWA
73
Visionary Wealth Advisors
Illinois
$1.02M 20,539 -1,799 -8%
EFS
74
Econ Financial Services
Pennsylvania
$975K 19,561 +19,561 New
FFA
75
Farther Finance Advisors
California
$877K 17,600 -2,988 -15%
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3
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