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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

123 hedge funds and large institutions have $422M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
44
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.15M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$4.15M
3
CA
3
Cetera Advisors
Colorado
$11.7M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.5M
5
WIM
5
Westside Investment Management
California
$3.56M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.01M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$51.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.53M
4
WC
4
Wealth CMT
New Jersey
$0
5
CA
5
Crumly & Associates
Illinois
$808K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
ShoreHaven Wealth Partners
New Jersey
– -$511K -10,357 Closed
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
– -$270K -5,475 Closed
FWA
128
Freedom Wealth Alliance
Wisconsin
– -$142K -2,874 Closed
LFA
129
LGT Financial Advisors
Texas
– -$97.4K -1,975 Closed
MCC
130
Money Concepts Capital
Florida
– -$81.1K -1,646 Closed
2 3 4 5
6