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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
BFEC
101
Benjamin F. Edwards & Company
Missouri
$5K +$5.01K +101 New
FHC
102
First Heartland Consultants
Missouri
$408 +$414K +8,353 New
LRPA
103
L. Roy Papp & Associates
Arizona
-$1.69M -34,135 Closed
TC
104
Titleist Capital
Texas
-$939K -18,919 Closed
SW
105
StrongBox Wealth
Missouri
-$935K -18,844 Closed
AP
106
Advisors Preferred
Maryland
-$926K -18,650 Closed
RJA
107
Raymond James & Associates
Florida
-$288K -5,797 Closed

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.