PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
71 hedge funds and large institutions have $192M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
20% more funds holding
Funds holding: 59 → 71 (+12)
16% more capital invested
Capital invested by funds: $165M → $192M (+$27.2M)
0.54% more ownership
Funds ownership: 67.27% → 67.81% (+0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$6.92M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.27M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.15M |
| 4 |
LRPA
L. Roy Papp & Associates
Phoenix,
Arizona
|
+$1.08M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$983K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$6.64M |
| 2 |
Jane Street
New York
|
-$1.98M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.13M |
| 4 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$901K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$777K |
SMMU Hedge Fund Activity: Q4 2020 in Review
71 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q4 2020, worth a combined $192M — up 16% from $165M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMMU positions and 3 closed out — a net gain of 12 holders — while 30 added to existing stakes and 16 trimmed.
The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $6.92M. The largest seller was First Heartland Consultants, cutting an estimated $6.64M.
- 71 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q4 2020, up from 59 in Q3 2020.
- Funds reported $192M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q4 2020, up 16% quarter-over-quarter.
- 15 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q4 2020 and 3 closed out, a net change of +12 holders.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q4 2020 was Kathmere Capital Management, an estimated $6.92M added.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q4 2020 was First Heartland Consultants, an estimated $6.64M sold.
Based on aggregated 13F filings for Q4 2020.