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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

89 hedge funds and large institutions have $422M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
30
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$17.8M
2
SSC
2
Syverson Strege & Co
Iowa
$13M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$60.9M
4
CCM
4
Condor Capital Management
New Jersey
$12M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$9.57M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$122M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$2.96M
3
MW
3
MBL Wealth
North Carolina
$6.04M
4
OIA
4
OneDigital Investment Advisors
Kansas
$23.9M
5
FNC
5
First National Corp
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OWM
76
OneAscent Wealth Management
Alabama
$233K 4,702 – –
HI
77
Harbour Investments
Wisconsin
$213K 4,301 +4,301 New
BAM
78
Belpointe Asset Management
Nevada
$156K 3,134 -194 -6%
AIM
79
Anchor Investment Management
South Carolina
$49.6K 1,000 +1,000 New
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$40K 810 -21,901 -96%
APA
81
American Portfolios Advisors
New York
$30.5K 614 – –
US Bancorp
82
US Bancorp
Minnesota
$29K 585 – –
HIA
83
Harbor Investment Advisory
Maryland
$25K 500 -2,439 -83%
CWA
84
Clearview Wealth Advisors
Oregon
$25K 500 -180 -26%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$25K 513 +513 New
SJIA
86
St. James Investment Advisors
New York
$14K 275 -500 -65%
CCM
87
Covington Capital Management
California
$12K 250 – –
Allianz Asset Management
88
Allianz Asset Management
Germany
$11K 229 +3 +1%
WIM
89
Westside Investment Management
California
$2K 40,200 +8,000 +25%
FNC
90
First National Corp
Massachusetts
– – -54,524 Closed
KFC
91
Klingenstein Fields & Co
New York
– – -38,924 Closed
LWMNY
92
Landmark Wealth Management (New York)
New York
– – -24,646 Closed
AWA
93
Amplius Wealth Advisors
Pennsylvania
– – -12,453 Closed
WAM
94
Weatherly Asset Management
California
– – -8,425 Closed
PFS
95
Prospera Financial Services
Texas
– – -7,541 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– – -6,678 Closed
MSFS
97
Main Street Financial Solutions
Pennsylvania
– – -5,300 Closed
ECM
98
Evergreen Capital Management
Washington
– – -5,000 Closed
GWM
99
Gray Wealth Management
Maine
– – -4,561 Closed
PO
100
Private Ocean
California
– – -1,950 Closed
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4
5