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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

171 hedge funds and large institutions have $528M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
36
Increased
63
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56.1M
2
DWM
2
Dynasty Wealth Management
Florida
$6.24M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.16M
4
MCM
4
MAI Capital Management
Ohio
$3.89M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$29.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.9M
2
AWM
2
AE Wealth Management
Kansas
$7.13K
3
AFP
3
Alpha Financial Partners
Kentucky
$0
4
TCM
4
TD Capital Management
Tennessee
$12.8M
5
Cerity Partners
5
Cerity Partners
New York
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
76
Boyd Wealth Management
California
$872K 17,497 +46 +0.3%
FAIM
77
Financial Advocates Investment Management
Washington
$827K 16,593 +96 +0.6%
SRC
78
Sage Rhino Capital
California
$811K 16,274 -5,653 -26%
TCWM
79
Total Clarity Wealth Management
Illinois
$798K 16,015 -6,574 -29%
FWM
80
Fortress Wealth Management
California
$770K 15,450 +15,450 New
FGWP
81
Founders Grove Wealth Partners
Virginia
$750K 15,058 +15,058 New
MIA
82
Milestone Investment Advisors
Wisconsin
$730K 14,652 +3,575 +32%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$719K 14,422 +403 +3%
OWA
84
Oak Wealth Advisors
Illinois
$699K 14,028 +14,028 New
LKBC
85
L.K. Benson & Company
Maryland
$695K 13,954 +13,954 New
KA
86
Kooman & Associates
Pennsylvania
$689K 13,816 +399 +3%
GSWM
87
Golden State Wealth Management
California
$685K 13,738 +13,738 New
BFC
88
Bedel Financial Consulting
Indiana
$660K 13,184 – –
EH
89
Equitable Holdings
New York
$646K 12,969 -1,195 -8%
SFS
90
Summit Financial Strategies
Ohio
$621K 12,455 +3,457 +38%
AF
91
Advisornet Financial
Minnesota
$573K 11,491 +660 +6%
DC
92
Davenport & Co
Virginia
$559K 11,219 +1,115 +11%
SAG
93
SageView Advisory Group
California
$558K 11,201 -1,343 -11%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$556K 11,162 +5,122 +85%
AIM
95
Advyzon Investment Management
Illinois
$555K 11,143 +11,143 New
KCIC
96
Kuhn & Co Investment Counsel
Illinois
$542K 10,867 +1,790 +20%
RA
97
Rodgers & Associates
Pennsylvania
$525K 10,539 +10,539 New
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$524K 10,506 +862 +9%
OBWG
99
Onyx Bridge Wealth Group
New York
$524K 10,510 +10,510 New
SO
100
Sierra Ocean
California
$524K 10,508 +10,508 New
2 3
4
5 6