PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
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.
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
47% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 43
16% more funds holding
Funds holding: 147 → 171 (+24)
15% more capital invested
Capital invested by funds: $458M → $528M (+$69.6M)
10.76% more ownership
Funds ownership: 72.39% → 83.15% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.85M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$6.27M |
| 3 |
JP Morgan Chase
New York
|
+$4.54M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$3.91M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.76M |
| 3 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$1.67M |
| 4 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$1.47M |
| 5 |
Cerity Partners
New York
|
-$1.23M |
SMMU Hedge Fund Activity: Q4 2024 in Review
171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q4 2024, worth a combined $528M — up 15% from $458M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SMMU positions and 9 closed out — a net gain of 27 holders — while 63 added to existing stakes and 43 trimmed.
The largest buyer was Bank of America, adding an estimated $7.85M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $1.8M.
- 171 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q4 2024, up from 147 in Q3 2024.
- Funds reported $528M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q4 2024, up 15% quarter-over-quarter.
- 36 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q4 2024 and 9 closed out, a net change of +27 holders.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q4 2024 was Bank of America, an estimated $7.85M added.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2024.