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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

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.

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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$22.6M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$72.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$12.7M
4
FTUS
4
Flow Traders U.S.
New York
$5.56M
5
CA
5
Cetera Advisors
Colorado
$4.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
SSC
2
Syverson Strege & Co
Iowa
$290K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.69M
4
MW
4
MBL Wealth
North Carolina
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$322K 6,600 +6,600 New
MFG
77
Merit Financial Group
Georgia
$293K 6,003 -3,063 -34%
SSC
78
Syverson Strege & Co
Iowa
$290K 5,944 -255,555 -98%
WIM
79
Westside Investment Management
California
$285K 43,600 +3,400 +8%
CF
80
Centaurus Financial
California
$256K 5,237 +5,237 New
EH
81
Equitable Holdings
New York
$244K 5,001 +5,001 New
TCWM
82
Total Clarity Wealth Management
Illinois
$239K 4,893 – –
OWM
83
OneAscent Wealth Management
Alabama
$230K 4,702 – –
LNC
84
Lincoln National Corp
Pennsylvania
$228K 4,670 +4,670 New
HI
85
Harbour Investments
Wisconsin
$213K 4,301 – –
GI
86
Gradient Investments
Minnesota
$200K 4,100 +4,100 New
VWM
87
Valley Wealth Managers
New Jersey
$190K 3,881 -1,785 -32%
BAM
88
Belpointe Asset Management
Nevada
$190K 3,882 +748 +24%
AIM
89
Anchor Investment Management
South Carolina
$48.9K 1,000 – –
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$41K 843 +843 New
APA
91
American Portfolios Advisors
New York
$39.8K 815 +201 +33%
GRP
92
Global Retirement Partners
California
$38K 790 -5,650 -88%
US Bancorp
93
US Bancorp
Minnesota
$29K 585 – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$25K 513 – –
HIA
95
Harbor Investment Advisory
Maryland
$24K 500 – –
CWA
96
Clearview Wealth Advisors
Oregon
$24K 500 – –
SJIA
97
St. James Investment Advisors
New York
$21K 425 +150 +55%
CCM
98
Covington Capital Management
California
$12K 250 – –
Allianz Asset Management
99
Allianz Asset Management
Germany
$10K 214 -15 -7%
AWM
100
Avior Wealth Management
Nebraska
$9K 199 +199 New
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