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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

147 hedge funds and large institutions have $458M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
57
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$26.3M
3
Cerity Partners
3
Cerity Partners
New York
$15.7M
4
LPL Financial
4
LPL Financial
California
$18.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
IA
3
IFP Advisors
Florida
$145K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.2M
5
DWM
5
Dynasty Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
76
NorthRock Partners
Minnesota
$758K +$758K +15,000 New
EH
77
Equitable Holdings
New York
$715K +$163K +3,226 +29%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$706K -$187K -3,705 -21%
KA
79
Kooman & Associates
Pennsylvania
$678K -$54.2K -1,073 -7%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$668K – – –
BFC
81
Bedel Financial Consulting
Indiana
$666K – – –
SAG
82
SageView Advisory Group
California
$633K +$633K +12,544 New
MIA
83
Milestone Investment Advisors
Wisconsin
$559K +$203K +4,025 +57%
AF
84
Advisornet Financial
Minnesota
$547K +$9.75K +193 +2%
WA
85
WBH Advisory
Maryland
$518K – – –
DC
86
Davenport & Co
Virginia
$510K +$38.1K +754 +8%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$487K -$6.51K -129 -1%
TAM
88
Titleist Asset Management
Texas
$484K +$484K +9,578 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$477K -$142K -2,815 -23%
KCIC
90
Kuhn & Co Investment Counsel
Illinois
$458K +$26.5K +524 +6%
SFS
91
Summit Financial Strategies
Ohio
$454K -$34.6K -685 -7%
WN
92
Williams & Novak
California
$448K +$75.8K +1,500 +20%
PA
93
PFG Advisors
Arizona
$426K +$5.05K +100 +1%
NCFG
94
New Century Financial Group
New Jersey
$389K +$389K +7,701 New
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$380K +$338K +6,704 +810%
MWP
96
Madison Wealth Partners
Wisconsin
$378K -$11.2K -222 -3%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$356K -$556 -11 -0.2%
CMS
98
Capital Market Strategies
Florida
$345K -$9.8K -194 -3%
CAL
99
Capital Advisors Ltd
Ohio
$333K – – –
HI
100
Harbour Investments
Wisconsin
$327K +$51.6K +1,022 +19%
2 3
4
5 6