SMMU icon

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 %
CF
101
Cyr Financial
Illinois
$323K +$323K +6,405 New
P
102
&Partners
Tennessee
$323K +$323K +6,397 New
AQR Capital Management
103
AQR Capital Management
Connecticut
$306K +$306K +6,063 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$305K +$139K +2,754 +84%
AIM
105
Anchor Investment Management
South Carolina
$303K +$126K +2,500 +71%
FHC
106
First Heartland Consultants
Missouri
$285K – – –
FTUS
107
Flow Traders U.S.
New York
$282K -$207K -4,101 -42%
WG
108
Watchman Group
Texas
$280K -$352K -6,963 -56%
CW
109
CreativeOne Wealth
Kansas
$272K +$272K +5,387 New
JWCA
110
J.W. Cole Advisors
Florida
$263K +$15K +297 +6%
BAG
111
Bridgewealth Advisory Group
California
$261K +$34.9K +691 +15%
TA
112
TruWealth Advisors
Louisiana
$254K +$354 +7 +0.1%
BFG
113
Bouchey Financial Group
New York
$238K – – –
SN
114
Sittner & Nelson
Oregon
$237K +$35.4K +700 +18%
DJFS
115
Dean Jacobson Financial Services
Texas
$227K – – –
SSB
116
Sandy Spring Bank
Maryland
$224K +$42.7K +845 +24%
BAM
117
Belpointe Asset Management
Nevada
$223K +$1.62K +32 +0.7%
GI
118
Gradient Investments
Minnesota
$207K +$8.03K +159 +4%
SCM
119
Sollinda Capital Management
Florida
$205K – – –
OCM
120
Objective Capital Management
Ohio
$205K +$205K +4,056 New
GWA
121
GGM Wealth Advisors
Maryland
$202K +$202K +4,000 New
WGC
122
Watts Gwilliam & Co
Arizona
$202K +$202K +4,013 New
CPA
123
Clear Point Advisors
New York
$178K -$49.9K -988 -22%
IA
124
IFP Advisors
Florida
$145K -$2.74M -54,207 -95%
William Blair & Company
125
William Blair & Company
Illinois
$109K +$109K +2,162 New
3 4
5
6 7