SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

123 hedge funds and large institutions have $422M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
44
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$100M 2,012,201 -30,068 -1%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$51.9M 1,041,883 -198,802 -16%
Morgan Stanley
3
Morgan Stanley
New York
$24.3M 487,314 +10,471 +2%
Cerity Partners
4
Cerity Partners
New York
$16.4M 329,195 -35,714 -10%
OIA
5
OneDigital Investment Advisors
Kansas
$14.5M 292,023 -14,899 -5%
CA
6
Cetera Advisors
Colorado
$11.7M 235,252 +38,389 +20%
CCM
7
Condor Capital Management
New Jersey
$11.6M 232,934 -31,876 -12%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.2M 224,000 -6,217 -3%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$10.5M 210,353 +31,108 +17%
Wells Fargo
10
Wells Fargo
California
$9.7M 194,781 -12,370 -6%
LPL Financial
11
LPL Financial
California
$8.15M 163,661 +67,994 +71%
SW
12
Signify Wealth
Missouri
$8.1M 162,776 +8,024 +5%
KCM
13
Kathmere Capital Management
Pennsylvania
$7.66M 153,823 +8,876 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.53M 151,179 -81,305 -35%
WFA
15
Websterrogers Financial Advisors
South Carolina
$6.26M 125,847 +1,499 +1%
RMDI
16
R.M. Davis Inc
Maine
$6.15M 123,621 +5,213 +4%
CWM
17
CarsonAllaria Wealth Management
Illinois
$5.93M 119,078 -7,690 -6%
TCM
18
TD Capital Management
Tennessee
$5.86M 117,701 +619 +0.5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.18M 103,966 +1,974 +2%
Jane Street
20
Jane Street
New York
$5.01M 100,678 -808,294 -89%
Stifel Financial
21
Stifel Financial
Missouri
$4.63M 93,061 +1,501 +2%
Truist Financial
22
Truist Financial
North Carolina
$4.56M 91,506 +3,714 +4%
BCI
23
Brinker Capital Investments
Pennsylvania
$4.15M 83,465 +20,637 +33%
OPS
24
Orion Portfolio Solutions
Nebraska
$4.15M 83,465 +65,861 +374%
SFM
25
Signet Financial Management
New Jersey
$4.09M 82,158 +23,417 +40%