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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

31 hedge funds and large institutions have $35.5M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.14% more ownership

Funds ownership: 44.38%70.52% (+26%)

18% more capital invested

Capital invested by funds: $30M → $35.5M (+$5.49M)

11% more funds holding

Funds holding: 2831 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cornerstone Wealth Management
Missouri
$8.37M +$20.2M +406,704 +4,349%
SCA
2
Stokes Capital Advisors
South Carolina
$4.41M -$22.6K -455 -0.5%
Bank of America
3
Bank of America
North Carolina
$4.18M +$251K +5,045 +6%
Morgan Stanley
4
Morgan Stanley
New York
$3.54M +$335K +6,726 +10%
Wells Fargo
5
Wells Fargo
California
$2.75M +$960K +19,303 +54%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.71M +$52.4K +1,053 +3%
First Trust Advisors
7
First Trust Advisors
Illinois
$1.67M -$6.91K -139 -0.4%
RCAG
8
Rehmann Capital Advisory Group
Michigan
$1.37M +$139K +2,797 +11%
UBS Group
9
UBS Group
Switzerland
$1.37M +$597 +12 +0%
Jane Street
10
Jane Street
New York
$972K -$2.55M -51,327 -73%
BCI
11
Brinker Capital Investments
Pennsylvania
$780K +$105K +2,104 +16%
PEA
12
Pacific Edge Advisors
California
$624K -$124K -2,500 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$370K -$134K -2,685 -27%
AP
14
Advisors Preferred
Maryland
$356K -$21.9K -440 -6%
RMDI
15
R.M. Davis Inc
Maine
$347K -$22.4K -450 -6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$341K +$339K +6,825 New
BWM
17
BerganKDV Wealth Management
Minnesota
$316K +$24.4K +491 +8%
LPL Financial
18
LPL Financial
California
$299K +$54.6K +1,098 +22%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$289K -$23.3K -469 -8%
NFG
20
Next Financial Group
Texas
$275K -$19.3K -389 -7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$256K -$1.95M -39,149 -88%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$209K -$12.5K -252 -6%
CCM
23
Covington Capital Management
California
$157K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$104K
Citigroup
25
Citigroup
New York
$100K

SMMU Hedge Fund Activity: Q2 2018 in Review

31 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2018, worth a combined $35.5M — up 18% from $30M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SMMU positions and 0 closed out — a net gain of 3 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $20.2M. The largest seller was Jane Street, cutting an estimated $2.55M.

  • 31 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2018, up from 28 in Q1 2018.
  • Funds reported $35.5M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2018, up 18% quarter-over-quarter.
  • 3 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2018 and 0 closed out, a net change of +3 holders.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $20.2M added.
  • The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2018 was Jane Street, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2018.