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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

51 hedge funds and large institutions have $122M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
16
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$13.6M
2
Jane Street
Jane Street
New York
$5.29M
3
MHS
M Holdings Securities
Oregon
$4.72M
4
Morgan Stanley
Morgan Stanley
New York
$5.79M
5
VFA
Voya Financial Advisors
Connecticut
$1.35M

Top Sellers

1
SCA
Stokes Capital Advisors
South Carolina
$2.18M
2
Wells Fargo
Wells Fargo
California
$3.39M
3
Bank of America
Bank of America
North Carolina
$7.59M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
5
FNC
First National Corp
Massachusetts
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$57.4M – – –
OIA
2
OneDigital Investment Advisors
Kansas
$13.6M +$4.86M +96,153 +55%
Bank of America
3
Bank of America
North Carolina
$7.59M -$1.05M -20,861 -12%
Morgan Stanley
4
Morgan Stanley
New York
$5.79M +$2.17M +42,980 +60%
Jane Street
5
Jane Street
New York
$5.29M +$4.75M +93,854 +877%
MHS
6
M Holdings Securities
Oregon
$4.72M +$4.72M +93,265 New
Wells Fargo
7
Wells Fargo
California
$3.39M -$1.66M -32,788 -33%
SCA
8
Stokes Capital Advisors
South Carolina
$2.18M -$2.69M -53,105 -55%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.73M +$498K +9,843 +41%
UBS Group
10
UBS Group
Switzerland
$1.71M +$162K +3,205 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.7M +$460K +9,103 +37%
NC
12
NewSquare Capital
Pennsylvania
$1.52M +$319K +6,315 +27%
VFA
13
Voya Financial Advisors
Connecticut
$1.35M +$1.35M +26,780 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.19M +$3.29K +65 +0.3%
LRPA
15
L. Roy Papp & Associates
Arizona
$903K – – –
CA
16
Crumly & Associates
Illinois
$887K +$52.5K +1,038 +6%
MML Investors Services
17
MML Investors Services
Massachusetts
$863K -$385K -7,619 -31%
BCI
18
Brinker Capital Investments
Pennsylvania
$861K -$223K -4,419 -21%
Osaic Holdings
19
Osaic Holdings
Arizona
$737K +$737K +116,178 New
AP
20
Advisors Preferred
Maryland
$647K +$647K +12,790 New
FNC
21
First National Corp
Massachusetts
$600K -$919K -12,995 -60%
Stifel Financial
22
Stifel Financial
Missouri
$571K -$208K -4,129 -27%
Citadel Advisors
23
Citadel Advisors
Florida
$566K +$566K +11,183 New
CWM
24
Cornerstone Wealth Management
Missouri
$522K +$26.3K +521 +5%
GT
25
Greenleaf Trust
Michigan
$518K +$518K +10,234 New
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