PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
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.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
7% more capital invested
Capital invested by funds: $392M → $422M (+$29.3M)
7% more funds holding
Funds holding: 83 → 89 (+6)
1.55% more ownership
Funds ownership: 75.89% → 77.44% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$17.8M |
| 2 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
+$12.6M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$12.2M |
| 4 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$12M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$7.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.36M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$7.65M |
| 3 |
MW
MBL Wealth
Charlotte,
North Carolina
|
-$7.3M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$6.78M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$2.73M |
SMMU Hedge Fund Activity: Q2 2022 in Review
89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q2 2022, worth a combined $422M — up 7.5% from $392M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMMU positions and 13 closed out — a net gain of 9 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $17.8M. The largest seller was Bank of America, cutting an estimated $8.36M.
- 89 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q2 2022, up from 83 in Q1 2022.
- Funds reported $422M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q2 2022, up 7.5% quarter-over-quarter.
- 22 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q2 2022 and 13 closed out, a net change of +9 holders.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q2 2022 was Cerity Partners, an estimated $17.8M added.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q2 2022 was Bank of America, an estimated $8.36M sold.
Based on aggregated 13F filings for Q2 2022.