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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

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

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

30% more capital invested

Capital invested by funds: $330M → $430M (+$100M)

15.72% more ownership

Funds ownership: 60.71%76.43% (+16%)

14% more funds holding

Funds holding: 7788 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.35%
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
Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
76
Mach-1 Financial Group
Arkansas
$112K +$113K +2,205 New
PO
77
Private Ocean
California
$100K +$99.9K +1,950 New
CWA
78
Clearview Wealth Advisors
Oregon
$94K -$9.74K -190 -9%
HI
79
Harbour Investments
Wisconsin
$63K -$10.7K -209 -15%
SJIA
80
St. James Investment Advisors
New York
$44K +$44.1K +860 New
SW
81
SVB Wealth
Massachusetts
$40K
TC
82
TAP Consulting
Missouri
$34K +$33.9K +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 +$12.9K +252 New
LWMNY
88
Landmark Wealth Management (New York)
New York
$1K +$631K +12,307 New
AWA
89
Arete Wealth Advisors
Illinois
-$1.57M -30,702 Closed
MA
90
MJP Associates
Connecticut
-$1.52M -29,720 Closed
CIA
91
Compass Ion Advisors
Pennsylvania
-$1.01M -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

SMMU Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q4 2021, worth a combined $430M — up 30% from $330M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMMU positions and 7 closed out — a net gain of 12 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $32M. The largest seller was Citadel Advisors, cutting an estimated $3.22M.

  • 88 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $430M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q4 2021, up 30% quarter-over-quarter.
  • 19 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q4 2021 and 7 closed out, a net change of +12 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q4 2021 was Bank of America, an estimated $32M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q4 2021 was Citadel Advisors, an estimated $3.22M sold.

Based on aggregated 13F filings for Q4 2021.