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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

147 hedge funds and large institutions have $458M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
57
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.6M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$26.3M
3
Cerity Partners
3
Cerity Partners
New York
$15.7M
4
LPL Financial
4
LPL Financial
California
$18.6M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$48.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
IA
3
IFP Advisors
Florida
$145K
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.2M
5
DWM
5
Dynasty Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.9M 967,888 -177,915 -16%
Morgan Stanley
2
Morgan Stanley
New York
$42.6M 842,931 +237,546 +39%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$37.2M 737,040 -35,724 -5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$31.2M 618,020 -39,596 -6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$26.3M 520,819 +56,188 +12%
BWM
6
Biltmore Wealth Management
Arizona
$20.5M 406,151 +31,346 +8%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$19.6M 388,681 +39,893 +11%
LPL Financial
8
LPL Financial
California
$18.6M 368,166 +41,851 +13%
Cerity Partners
9
Cerity Partners
New York
$15.7M 311,832 +42,245 +16%
TCM
10
TD Capital Management
Tennessee
$14.4M 285,415 +23,994 +9%
Wells Fargo
11
Wells Fargo
California
$12.3M 242,843 +9,843 +4%
CCM
12
Condor Capital Management
New Jersey
$12.1M 240,097 +3,268 +1%
WFA
13
Websterrogers Financial Advisors
South Carolina
$6.21M 122,884 -4,523 -4%
Stifel Financial
14
Stifel Financial
Missouri
$5.37M 106,255 +3,369 +3%
CWM
15
CarsonAllaria Wealth Management
Illinois
$5.05M 99,907 -4,627 -4%
SFM
16
Signet Financial Management
New Jersey
$4.67M 92,433 +3,149 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.47M 88,489 -3,432 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.47M 88,452 -13,466 -13%
NA
19
NewEdge Advisors
Louisiana
$4.38M 86,642 +2,423 +3%
WIM
20
Westside Investment Management
California
$4.03M 79,829 +2,579 +3%
KLI
21
Kelman-Lazarov Inc
Tennessee
$3.98M 78,839 +1,763 +2%
OIA
22
OneDigital Investment Advisors
Kansas
$3.97M 78,643 -13,532 -15%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.67M 72,580 -6,610 -8%
RMDI
24
R.M. Davis Inc
Maine
$3.43M 67,923 +1,815 +3%
CA
25
Crumly & Associates
Illinois
$3.3M 65,350 +21,070 +48%
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