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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

138 hedge funds and large institutions have $479M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
50
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
Jane Street
5
Jane Street
New York
$10.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.9M
2
OIA
2
OneDigital Investment Advisors
Kansas
$5.71M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$0
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$415K
5
SW
5
Signify Wealth
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
126
Sage Mountain Advisors
Georgia
$32K +$32K +639 New
PTC
127
Private Trust Company
Ohio
$28.7K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$24K +$305 +6 +1%
SS
129
Sunbelt Securities
Texas
$23.6K +$50 +1 +0.2%
T
130
Tidemark
California
$21.7K +$21.7K +434 New
CAM
131
Clarity Asset Management
Iowa
$18.4K +$18.4K +368 New
AssetMark Inc
132
AssetMark Inc
California
$14.4K +$300 +6 +2%
GRP
133
Global Retirement Partners
California
$13.9K – – –
CT
134
Colonial Trust
South Carolina
$12.5K – – –
Allianz Asset Management
135
Allianz Asset Management
Germany
$11.4K +$400 +8 +4%
GWM
136
Geneos Wealth Management
Colorado
$11.3K – – –
PS
137
Planned Solutions
California
$10.8K +$10.8K +215 New
PCM
138
Penserra Capital Management
California
$7K +$7K +148 New
AWM
139
Avior Wealth Management
Nebraska
$2.55K – – –
KCM
140
Kathmere Capital Management
Pennsylvania
– -$5.29M -108,012 Closed
SW
141
Signify Wealth
Missouri
– -$4.59M -93,734 Closed
Truist Financial
142
Truist Financial
North Carolina
– -$3.14M -64,197 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$559K -11,415 Closed
TSS
144
Two Sigma Securities
New York
– -$543K -11,083 Closed
KW
145
KWB Wealth
California
– -$502K -10,131 Closed
SCA
146
Stokes Capital Advisors
South Carolina
– -$434K -8,862 Closed
SWP
147
Stratos Wealth Partners
Ohio
– -$293K -5,994 Closed
AIFAIM
148
American Institute for Advanced Investment Management
Arizona
– -$225K -4,600 Closed
IA
149
IFG Advisory
Georgia
– -$212K -4,324 Closed
SSWM
150
Sheets Smith Wealth Management
North Carolina
– -$99.1K -2,025 Closed
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