SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

89 hedge funds and large institutions have $422M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
30
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$122M 2,451,452 -168,976 -6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$60.9M 1,226,888 +246,385 +25%
Morgan Stanley
3
Morgan Stanley
New York
$32.5M 655,147 -20,065 -3%
OIA
4
OneDigital Investment Advisors
Kansas
$23.9M 480,739 -136,908 -22%
Cerity Partners
5
Cerity Partners
New York
$17.8M 359,454 +359,454 New
SSC
6
Syverson Strege & Co
Iowa
$13M 261,499 +255,019 +3,935%
CCM
7
Condor Capital Management
New Jersey
$12M 242,602 +242,602 New
Wells Fargo
8
Wells Fargo
California
$10.2M 205,058 +138,745 +209%
BCI
9
Brinker Capital Investments
Pennsylvania
$9.57M 192,854 +147,212 +323%
SW
10
Signify Wealth
Missouri
$7.08M 142,744 +66,128 +86%
CWM
11
CarsonAllaria Wealth Management
Illinois
$7.04M 141,742 +1,278 +0.9%
RMDI
12
R.M. Davis Inc
Maine
$6.8M 137,008 -48,996 -26%
WFA
13
Websterrogers Financial Advisors
South Carolina
$6.46M 130,225 +67,704 +108%
MW
14
MBL Wealth
North Carolina
$6.04M 121,706 -147,390 -55%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.27M 106,133 +44,050 +71%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.07M 102,150 +15,387 +18%
Stifel Financial
17
Stifel Financial
Missouri
$4.46M 89,888 +85,503 +1,950%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.43M 89,194 -544 -0.6%
TCM
19
TD Capital Management
Tennessee
$4.24M 85,464 -4,188 -5%
VWA
20
Visionary Wealth Advisors
Illinois
$4M 80,673 +80,673 New
UBS Group
21
UBS Group
Switzerland
$3.67M 73,921 +16,680 +29%
KCM
22
Kathmere Capital Management
Pennsylvania
$2.96M 59,578 -154,611 -72%
LPL Financial
23
LPL Financial
California
$2.73M 55,094 +3,185 +6%
Truist Financial
24
Truist Financial
North Carolina
$2.69M 54,283 +54,283 New
Jane Street
25
Jane Street
New York
$2.67M 53,814 +2,623 +5%