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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
$56.1M
2
DWM
Dynasty Wealth Management
Florida
$6.24M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.16M
4
MCM
MAI Capital Management
Ohio
$3.89M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$29.1M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$34.9M
2
AWM
AE Wealth Management
Kansas
$7.13K
3
AFP
Alpha Financial Partners
Kentucky
$0
4
TCM
TD Capital Management
Tennessee
$12.8M
5
Cerity Partners
Cerity Partners
New York
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
151
Wintrust Investments
Illinois
$42K +$3.09K +62 +8%
EW
152
Element Wealth
Mississippi
$40.9K – – –
PTC
153
Private Trust Company
Ohio
$39.8K +$13.4K +268 +51%
IWP
154
IAG Wealth Partners
Wisconsin
$34.9K – – –
GM
155
GeoWealth Management
Illinois
$31.9K +$6.78K +136 +27%
CFD
156
Creative Financial Designs
Indiana
$30.4K +$199 +4 +0.7%
US Bancorp
157
US Bancorp
Minnesota
$29.2K – – –
SS
158
Sunbelt Securities
Texas
$23.7K +$50 +1 +0.2%
CAM
159
Clarity Asset Management
Iowa
$21.1K +$150 +3 +0.7%
VWM
160
Valley Wealth Managers
New Jersey
$16.3K – – –
Allianz Asset Management
161
Allianz Asset Management
Germany
$13.6K +$2.09K +42 +18%
AssetMark Inc
162
AssetMark Inc
California
$12.1K +$249 +5 +2%
GWM
163
Geneos Wealth Management
Colorado
$11.2K – – –
AWM
164
AE Wealth Management
Kansas
$7.13K -$1.75M -35,071 -100%
FDW
165
Fourth Dimension Wealth
Ohio
$6.57K +$6.57K +132 New
BCMLT
166
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.35K – – –
GRP
167
Global Retirement Partners
California
$4.83K – – –
AWM
168
Avior Wealth Management
Nebraska
$2.54K – – –
PS
169
Principal Securities
Iowa
$997 +$997 +20 New
AG
170
AmeriFlex Group
Nevada
$600 +$600 +12 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$50 +$50 +1 New
AFP
172
Alpha Financial Partners
Kentucky
– -$1.67M -33,144 Closed
NP
173
NorthRock Partners
Minnesota
– -$758K -15,000 Closed
HGERS
174
Householder Group Estate & Retirement Specialist
Arizona
– -$380K -7,532 Closed
CMS
175
Capital Market Strategies
Florida
– -$345K -6,830 Closed
4 5 6
7
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