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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

77 hedge funds and large institutions have $330M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
37
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Palladium Partners
Virginia
$23.6M
2
Jane Street
2
Jane Street
New York
$30.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.5M
4
FNC
4
First National Corp
Massachusetts
$3.05M
5
SW
5
Signify Wealth
Missouri
$10.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$90.2M
2
HCM
2
Hollencrest Capital Management
California
$0
3
NC
3
NewSquare Capital
Pennsylvania
$1.15M
4
OMC
4
Old Mission Capital
Illinois
$752K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$90.2M 1,757,931 -208,837 -11%
OIA
2
OneDigital Investment Advisors
Kansas
$31.5M 613,509 +3,479 +0.6%
Jane Street
3
Jane Street
New York
$30.3M 590,302 +444,585 +305%
Morgan Stanley
4
Morgan Stanley
New York
$25.5M 497,615 +204,102 +70%
PP
5
Palladium Partners
Virginia
$23.6M 460,430 +460,430 New
MW
6
MBL Wealth
North Carolina
$13M 253,611 +253,611 New
SW
7
Signify Wealth
Missouri
$10.6M 207,593 +39,262 +23%
KCM
8
Kathmere Capital Management
Pennsylvania
$10.1M 197,732 +11,297 +6%
RMDI
9
R.M. Davis Inc
Maine
$9.42M 183,599 +13,620 +8%
Citadel Advisors
10
Citadel Advisors
Florida
$8.8M 171,492 +26,421 +18%
WFA
11
Websterrogers Financial Advisors
South Carolina
$5.3M 103,236 +3,208 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.49M 87,513 -6,115 -7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.23M 82,369 +7,885 +11%
Wells Fargo
14
Wells Fargo
California
$4.18M 81,484 +16,204 +25%
FNC
15
First National Corp
Massachusetts
$3.05M 59,437 +40,280 +210%
SL
16
SWMG LLC
Texas
$2.38M 46,440 +2,676 +6%
TCM
17
TD Capital Management
Tennessee
$2.36M 45,957 +18,879 +70%
UBS Group
18
UBS Group
Switzerland
$2.31M 44,979 +84 +0.2%
SW
19
StrongBox Wealth
Missouri
$2.2M 42,795 +4,407 +11%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.11M 41,219 +3,164 +8%
LPL Financial
21
LPL Financial
California
$2.04M 39,682 +19,151 +93%
LRPA
22
L. Roy Papp & Associates
Arizona
$1.95M 38,066 – –
COF
23
Capital One Financial
Virginia
$1.95M 38,024 +17,573 +86%
AI
24
Atria Investments
North Carolina
$1.88M 36,657 +36,657 New
BCI
25
Brinker Capital Investments
Pennsylvania
$1.8M 35,052 +2,079 +6%
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