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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

83 hedge funds and large institutions have $392M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
25
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$131M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.49M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.92M
5
IA
5
IFP Advisors
Florida
$1.55M

Top Sellers

1
SW
1
Signify Wealth
Missouri
$7.8M
2
Jane Street
2
Jane Street
New York
$2.56M
3
PP
3
Palladium Partners
Virginia
$23.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$334K
5
WFA
5
Websterrogers Financial Advisors
South Carolina
$3.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$131M 2,620,428 +237,749 +10%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$49M 980,503 -42,283 -4%
Morgan Stanley
3
Morgan Stanley
New York
$33.7M 675,212 +66,371 +11%
OIA
4
OneDigital Investment Advisors
Kansas
$30.9M 617,647 -20,552 -3%
PP
5
Palladium Partners
Virginia
$23.5M 470,433 -113,055 -19%
MW
6
MBL Wealth
North Carolina
$13.4M 269,096 +269,096 New
KCM
7
Kathmere Capital Management
Pennsylvania
$10.7M 214,189 +29,482 +16%
RMDI
8
R.M. Davis Inc
Maine
$9.3M 186,004 -5,573 -3%
SW
9
Signify Wealth
Missouri
$7.8M 76,616 -378,943 -83%
CWM
10
CarsonAllaria Wealth Management
Illinois
$7.02M 140,464 +7,506 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.49M 89,738 +37,021 +70%
TCM
12
TD Capital Management
Tennessee
$4.48M 89,652 +1,310 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.34M 86,763 +3,660 +4%
Wells Fargo
14
Wells Fargo
California
$3.31M 66,313 -15,284 -19%
WFA
15
Websterrogers Financial Advisors
South Carolina
$3.12M 62,521 -51,398 -45%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.92M 62,083 +36,123 +139%
UBS Group
17
UBS Group
Switzerland
$2.86M 57,241 +5,817 +11%
SL
18
SWMG LLC
Texas
$2.79M 55,813 -1,554 -3%
FNC
19
First National Corp
Massachusetts
$2.73M 54,524 -6,447 -11%
LPL Financial
20
LPL Financial
California
$2.59M 51,909 +9,306 +22%
Jane Street
21
Jane Street
New York
$2.56M 51,191 -491,139 -91%
BCI
22
Brinker Capital Investments
Pennsylvania
$2.28M 45,642 +10,309 +29%
LWMG
23
Levy Wealth Management Group
Pennsylvania
$2.09M 41,725 +2,006 +5%
KFC
24
Klingenstein Fields & Co
New York
$1.95M 38,924 – –
SW
25
StrongBox Wealth
Missouri
$1.73M 34,544 -1,251 -3%
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