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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

102 hedge funds and large institutions have $442M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

15% more funds holding

Funds holding: 89102 (+13)

1.07% more ownership

Funds ownership: 77.44%78.51% (+1.1%)

5% more capital invested

Capital invested by funds: $422M → $442M (+$20.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
39
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$322K +$327K +6,600 New
MFG
77
Merit Financial Group
Georgia
$293K -$152K -3,063 -34%
SSC
78
Syverson Strege & Co
Iowa
$290K -$12.7M -255,555 -98%
WIM
79
Westside Investment Management
California
$285K +$169K +3,400 +8%
CF
80
Centaurus Financial
California
$256K +$260K +5,237 New
EH
81
Equitable Holdings
New York
$244K +$248K +5,001 New
TCWM
82
Total Clarity Wealth Management
Illinois
$239K
OWM
83
OneAscent Wealth Management
Alabama
$230K
LNC
84
Lincoln National Corp
Pennsylvania
$228K +$232K +4,670 New
HI
85
Harbour Investments
Wisconsin
$213K
GI
86
Gradient Investments
Minnesota
$200K +$203K +4,100 New
VWM
87
Valley Wealth Managers
New Jersey
$190K -$88.5K -1,785 -32%
BAM
88
Belpointe Asset Management
Nevada
$190K +$37.1K +748 +24%
AIM
89
Anchor Investment Management
South Carolina
$48.9K
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$41K +$41.8K +843 New
APA
91
American Portfolios Advisors
New York
$39.8K +$9.97K +201 +33%
GRP
92
Global Retirement Partners
California
$38K -$280K -5,650 -88%
US Bancorp
93
US Bancorp
Minnesota
$29K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$25K
CWA
95
Clearview Wealth Advisors
Oregon
$24K
HIA
96
Harbor Investment Advisory
Maryland
$24K
SJIA
97
St. James Investment Advisors
New York
$21K +$7.44K +150 +55%
CCM
98
Covington Capital Management
California
$12K
Allianz Asset Management
99
Allianz Asset Management
Germany
$10K -$744 -15 -7%
AWM
100
Avior Wealth Management
Nebraska
$9K +$9.87K +199 New

SMMU Hedge Fund Activity: Q3 2022 in Review

102 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q3 2022, worth a combined $442M — up 4.8% from $422M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMMU positions and 5 closed out — a net gain of 14 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $20.2M. The largest seller was Bank of America, cutting an estimated $15.5M.

  • 102 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q3 2022, up from 89 in Q2 2022.
  • Funds reported $442M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 19 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q3 2022 and 5 closed out, a net change of +14 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q3 2022 was Jane Street, an estimated $20.2M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q3 2022 was Bank of America, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2022.