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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

88 hedge funds and large institutions have $430M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$122M
2
SW
Signify Wealth
Missouri
$23.3M
3
PP
Palladium Partners
Virginia
$29.9M
4
Morgan Stanley
Morgan Stanley
New York
$31.2M
5
TCM
TD Capital Management
Tennessee
$4.53M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$5.57M
2
Jane Street
Jane Street
New York
$27.8M
3
AWA
Arete Wealth Advisors
Illinois
$0
4
MA
MJP Associates
Connecticut
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
76
Mach-1 Financial Group
Arkansas
$112K +$112K +2,205 New
PO
77
Private Ocean
California
$100K +$100K +1,950 New
CWA
78
Clearview Wealth Advisors
Oregon
$94K -$9.76K -190 -9%
HI
79
Harbour Investments
Wisconsin
$63K -$10.7K -209 -15%
SJIA
80
St. James Investment Advisors
New York
$44K +$44K +860 New
SW
81
SVB Wealth
Massachusetts
$40K – – –
TC
82
TAP Consulting
Missouri
$34K +$34K +662 New
APA
83
American Portfolios Advisors
New York
$31.5K -$7.33K -143 -19%
US Bancorp
84
US Bancorp
Minnesota
$30K – – –
CCM
85
Covington Capital Management
California
$19K – – –
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$15K – – –
SCA
87
Snowden Capital Advisors
New York
$12K +$12K +252 New
LWMNY
88
Landmark Wealth Management (New York)
New York
$1K +$1K +12,307 New
AWA
89
Arete Wealth Advisors
Illinois
– -$1.58M -30,702 Closed
MA
90
MJP Associates
Connecticut
– -$1.53M -29,720 Closed
CIA
91
Compass Ion Advisors
Pennsylvania
– -$1.02M -19,780 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$893K -17,407 Closed
OWM
93
OneAscent Wealth Management
Alabama
– -$241K -4,702 Closed
DWM
94
Darwin Wealth Management
Florida
– -$220K -4,297 Closed
BWM
95
Birchcreek Wealth Management
Ohio
– -$209K -4,070 Closed
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