SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Overview Fund Activity

171 hedge funds and large institutions have $528M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
171
Holders Change
+24
Holders Change %
+16.33%
% of All Funds
2.28%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
36
Increased
63
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$56.1M
2
DWM
2
Dynasty Wealth Management
Florida
$6.24M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$7.16M
4
MCM
4
MAI Capital Management
Ohio
$3.89M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$29.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.9M
2
AWM
2
AE Wealth Management
Kansas
$7.13K
3
AFP
3
Alpha Financial Partners
Kentucky
$0
4
TCM
4
TD Capital Management
Tennessee
$12.8M
5
Cerity Partners
5
Cerity Partners
New York
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$56.1M 1,124,667 +156,779 +16%
Morgan Stanley
2
Morgan Stanley
New York
$43.4M 871,768 +28,837 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$34.9M 701,077 -35,963 -5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$29.7M 596,414 -21,606 -3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$29.1M 584,519 +63,700 +12%
SFG
6
Stonebridge Financial Group
Pennsylvania
$29.1M 584,300 +584,300 New
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$21.6M 432,472 +43,791 +11%
BWM
8
Biltmore Wealth Management
Arizona
$20.3M 407,592 +1,441 +0.4%
LPL Financial
9
LPL Financial
California
$18.9M 379,360 +11,194 +3%
Cerity Partners
10
Cerity Partners
New York
$14.3M 287,356 -24,476 -8%
TCM
11
TD Capital Management
Tennessee
$12.8M 255,987 -29,428 -10%
CCM
12
Condor Capital Management
New Jersey
$12.4M 248,437 +8,340 +3%
Wells Fargo
13
Wells Fargo
California
$11.9M 239,120 -3,723 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$9.35M 187,563 +187,563 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.16M 143,596 +90,640 +171%
WFA
16
Websterrogers Financial Advisors
South Carolina
$6.43M 128,942 +6,058 +5%
DWM
17
Dynasty Wealth Management
Florida
$6.24M 125,144 +125,144 New
Stifel Financial
18
Stifel Financial
Missouri
$5.32M 106,669 +414 +0.4%
CWM
19
CarsonAllaria Wealth Management
Illinois
$5.08M 101,974 +2,067 +2%
KLI
20
Kelman-Lazarov Inc
Tennessee
$4.59M 92,189 +13,350 +17%
SFM
21
Signet Financial Management
New Jersey
$4.57M 91,676 -757 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.19M 84,119 -4,333 -5%
NA
23
NewEdge Advisors
Louisiana
$4.03M 80,820 -5,822 -7%
MCM
24
MAI Capital Management
Ohio
$3.89M 78,073 +78,073 New
WIM
25
Westside Investment Management
California
$3.88M 77,879 -1,950 -2%
1
2 3 4 5