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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 Holding Trade Value Shares
Change 		Shares
Change %
TAM
101
Titleist Asset Management
Texas
$503K +$25.8K +517 +5%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$464K -$7.48K -150 -2%
UW
103
Unique Wealth
Florida
$441K +$441K +8,858 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$438K -$221K -4,444 -34%
PWG
105
Private Wealth Group
Florida
$438K +$438K +8,779 New
PA
106
PFG Advisors
Arizona
$430K +$10.2K +205 +2%
WA
107
WBH Advisory
Maryland
$424K -$87.4K -1,754 -17%
BAG
108
Bridgewealth Advisory Group
California
$411K +$152K +3,043 +59%
WN
109
Williams & Novak
California
$392K -$49.8K -1,000 -11%
CPA
110
Clear Point Advisors
New York
$382K +$206K +4,124 +117%
CF
111
Cyr Financial
Illinois
$376K +$57.3K +1,149 +18%
NCFG
112
New Century Financial Group
New Jersey
$359K -$24.5K -491 -6%
BWMG
113
Barnes Wealth Management Group
California
$357K +$357K +7,155 New
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$352K – – –
MPW
115
Magnolia Private Wealth
Pennsylvania
$350K +$350K +7,014 New
P
116
&Partners
Tennessee
$343K +$24.2K +485 +8%
MWP
117
Madison Wealth Partners
Wisconsin
$329K -$44.2K -886 -12%
CAL
118
Capital Advisors Ltd
Ohio
$329K – – –
AQR Capital Management
119
AQR Capital Management
Connecticut
$302K – – –
AIM
120
Anchor Investment Management
South Carolina
$299K – – –
ALA
121
Atlas Legacy Advisors
California
$289K +$289K +5,806 New
RCM
122
Riggs Capital Management
Utah
$281K +$281K +5,636 New
PAG
123
Private Advisor Group
New Jersey
$277K +$277K +5,561 New
WG
124
Watchman Group
Texas
$276K – – –
HI
125
Harbour Investments
Wisconsin
$276K -$46.3K -930 -14%
3 4
5
6 7