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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 %
ET
126
Equitable Trust
Tennessee
$271K +$271K +5,444 New
JWCA
127
J.W. Cole Advisors
Florida
$269K +$10K +201 +4%
WA
128
Whipplewood Advisors
Colorado
$269K +$269K +5,394 New
TA
129
TruWealth Advisors
Louisiana
$251K +$399 +8 +0.2%
CW
130
CreativeOne Wealth
Kansas
$247K -$21.5K -431 -8%
Comerica Bank
131
Comerica Bank
Texas
$246K -$544K -10,919 -69%
BFG
132
Bouchey Financial Group
New York
$236K – – –
KPWS
133
Kestra Private Wealth Services
Texas
$236K +$236K +4,730 New
SN
134
Sittner & Nelson
Oregon
$234K – – –
SSB
135
Sandy Spring Bank
Maryland
$230K +$9.37K +188 +4%
DJFS
136
Dean Jacobson Financial Services
Texas
$224K – – –
BAM
137
Belpointe Asset Management
Nevada
$222K -$554 -11 -0.2%
Mariner
138
Mariner
Kansas
$212K +$212K +4,262 New
GI
139
GAMMA Investing
California
$208K +$119K +2,382 +134%
OCM
140
Objective Capital Management
Ohio
$204K +$1.6K +32 +0.8%
BFG
141
Bleakley Financial Group
New Jersey
$204K +$204K +4,086 New
SCM
142
Sollinda Capital Management
Florida
$202K – – –
WGC
143
Watts Gwilliam & Co
Arizona
$200K – – –
IA
144
IFP Advisors
Florida
$143K – – –
CFO
145
CVA Family Office
Colorado
$129K +$129K +2,588 New
William Blair & Company
146
William Blair & Company
Illinois
$108K – – –
LFA
147
LGT Financial Advisors
Texas
$98.4K – – –
HCM
148
Hollencrest Capital Management
California
$71.3K – – –
ACA
149
Aptus Capital Advisors
Alabama
$54.1K – – –
KFI
150
Key Financial Inc
Pennsylvania
$49.3K – – –
4 5
6
7 8