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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

138 hedge funds and large institutions have $479M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
50
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.2M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$27.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.4M
5
Jane Street
5
Jane Street
New York
$10.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.9M
2
OIA
2
OneDigital Investment Advisors
Kansas
$5.71M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$0
4
AWA
4
Amplius Wealth Advisors
Pennsylvania
$415K
5
SW
5
Signify Wealth
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.2M 1,263,264 +797,251 +171%
Bank of America
2
Bank of America
North Carolina
$54.9M 1,097,825 -492,731 -31%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$42.7M 853,066 -69,644 -8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$27.1M 541,631 +275,468 +103%
BWM
5
Biltmore Wealth Management
Arizona
$18.5M 368,867 +9,672 +3%
CA
6
Cetera Advisors
Colorado
$14.5M 290,821 +29,792 +11%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$14.3M 286,844 +28,121 +11%
Cerity Partners
8
Cerity Partners
New York
$13.6M 271,995 +11,181 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$13.4M 267,583 +128,353 +92%
CCM
10
Condor Capital Management
New Jersey
$11.5M 230,055 +5,694 +3%
Goldman Sachs
11
Goldman Sachs
New York
$11.1M 222,784 +222,784 New
Wells Fargo
12
Wells Fargo
California
$10.4M 207,340 -25,527 -11%
Jane Street
13
Jane Street
New York
$10.1M 202,498 +114,215 +129%
LPL Financial
14
LPL Financial
California
$9.53M 190,418 -44,141 -19%
TCM
15
TD Capital Management
Tennessee
$8.8M 175,927 +52,750 +43%
CWM
16
CarsonAllaria Wealth Management
Illinois
$6.32M 126,287 -1,103 -0.9%
OIA
17
OneDigital Investment Advisors
Kansas
$5.71M 114,079 -105,762 -48%
WFA
18
Websterrogers Financial Advisors
South Carolina
$5.4M 107,916 -13,490 -11%
PNAA
19
Pictet North America Advisors
Switzerland
$5.36M 107,200 +107,200 New
Stifel Financial
20
Stifel Financial
Missouri
$4.74M 94,721 +5,820 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.64M 92,796 -25,098 -21%
FTUS
22
Flow Traders U.S.
New York
$4.6M 91,937 +91,937 New
CAN
23
Cetera Advisor Networks
California
$4.56M 91,204 +84,565 +1,274%
WIM
24
Westside Investment Management
California
$4.3M 85,950 -250 -0.3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.24M 84,685 +980 +1%
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