PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
112 hedge funds and large institutions have $466M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
10% more funds holding
Funds holding: 102 → 112 (+10)
5% more capital invested
Capital invested by funds: $442M → $466M (+$23.5M)
4.61% more ownership
Funds ownership: 78.51% → 83.12% (+4.6%)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$21.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$10.2M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.79M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.44M |
| 5 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$12.3M |
| 2 |
Morgan Stanley
New York
|
-$6.46M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$6.25M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$5.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.78M |
SMMU Hedge Fund Activity: Q4 2022 in Review
112 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) for Q4 2022, worth a combined $466M — up 5.3% from $442M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SMMU positions and 11 closed out — a net gain of 14 holders — while 38 added to existing stakes and 37 trimmed.
The largest buyer was Jane Street, adding an estimated $21.9M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $12.3M.
- 112 institutional investors held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) as of Q4 2022, up from 102 in Q3 2022.
- Funds reported $466M of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund stock for Q4 2022, up 5.3% quarter-over-quarter.
- 25 funds opened new PIMCO Short Term Municipal Bond Active Exchange-Traded Fund positions in Q4 2022 and 11 closed out, a net change of +14 holders.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund buyer in Q4 2022 was Jane Street, an estimated $21.9M added.
- The largest PIMCO Short Term Municipal Bond Active Exchange-Traded Fund seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2022.