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PIMCO Short Term Municipal Bond Exchange-Traded Fund (SMMU) Institutional Ownership

PIMCO Short Term Municipal Bond Exchange-Traded Fund logo
$49.90 +0.02 (+0.04%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Short Term Municipal Bond Exchange-Traded Fund (NYSEARCA:SMMU)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$3.68M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.22M
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SMMU Institutional Buying and Selling by Quarter

PIMCO Short Term Municipal Bond Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/13/2025 AdvisorNet Financial Inc11,491$573K0.0%+6.1%0.100%
1/3/2025 GAMMA Investing LLC4,164$208K0.0%+133.7%0.036%
12/26/2024JPMorgan Chase & Co.52,956$2.67M0.0%-18.5%0.459%
11/21/2024Anchor Investment Management LLC6,000$303K0.0%+71.4%0.052%
11/14/2024Flow Traders U.S. LLC5,578$282K0.0%-42.4%0.048%
11/14/2024Captrust Financial Advisors388,681$19.63M0.1%+11.4%3.368%
11/13/2024Davis R M Inc.67,923$3.43M0.1%+2.7%0.589%
10/31/2024Sittner & Nelson LLC4,700$237K0.1%+17.5%0.041%
10/29/2024Farther Finance Advisors LLC20,588$1.04M0.0%-17.0%0.178%
10/28/2024Creative Financial Designs Inc. ADV605$31K0.0%N/A0.005%
10/7/2024 GAMMA Investing LLC1,782$90K0.0%+178.0%0.015%
9/20/2024Anchor Investment Management LLC3,500$175K0.0%+250.0%0.030%
8/14/2024Clear Point Advisors Inc.4,521$225K0.2%-7.5%0.039%
7/31/2024Farther Finance Advisors LLC24,791$1.23M0.1%+120.9%0.215%
7/26/2024Bank of New York Mellon Corp62,432$3.11M0.0%+0.3%0.541%
7/23/2024NewSquare Capital LLC31,745$1.58M0.1%-15.8%0.275%
7/2/2024 GAMMA Investing LLC641$32K0.0%N/A0.006%
5/17/2024Comerica Bank8,275$413K0.0%+7.8%0.072%
5/17/2024Clear Point Advisors Inc.4,888$224K0.2%-5.4%0.042%
5/13/2024Bessemer Group Inc.2,470$123K0.0%N/A0.021%
5/11/2024Davis R M Inc.74,525$3.72M0.1%-10.4%0.647%
4/12/2024 AdvisorNet Financial Inc10,505$524K0.1%+2.8%0.098%
2/13/2024Jones Financial Companies Lllp2,810$141K0.0%N/A0.026%
2/9/2024Davis R M Inc.83,151$4.16M0.1%-25.1%0.774%
2/9/2024 Certified Advisory Corp43,921$2.20M0.3%+1.1%0.409%
1/29/2024YHB Investment Advisors Inc.12,845$643K0.1%-5.8%0.120%
1/19/2024 AdvisorNet Financial Inc10,220$511K0.0%+179.2%0.095%
1/2/2024Anchor Investment Management LLC1,000$50K0.0%N/A0.009%
11/14/2023Sittner & Nelson LLC13,165$644K0.4%-38.8%0.123%
11/13/2023 Certified Advisory Corp43,451$2.13M0.2%-5.8%0.405%
11/9/2023Watchman Group Inc.12,503$612K0.3%+8.8%0.116%
11/3/2023NewSquare Capital LLC38,815$1.90M0.2%-4.5%0.361%
10/24/2023Bank of New York Mellon Corp49,274$2.41M0.0%N/A0.459%
10/23/2023YHB Investment Advisors Inc.13,635$667K0.1%-9.2%0.127%
10/18/2023 Capital Market Strategies LLC8,939$436K0.4%-12.5%0.083%
10/12/2023 AdvisorNet Financial Inc3,661$179K0.0%+1,505.7%0.034%
8/14/2023 Certified Advisory Corp46,139$2.29M0.4%+2.5%0.430%
8/14/2023Sittner & Nelson LLC21,517$1.07M0.6%-40.1%0.200%
8/10/2023Davis R M Inc.113,378$5.62M0.1%-8.3%1.056%
8/10/2023YHB Investment Advisors Inc.15,015$744K0.1%-13.3%0.140%
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8/10/2023Wintrust Investments LLC7,466$370K0.0%N/A0.070%
8/9/2023Flow Traders U.S. LLC20,970$1.04M0.0%N/A0.195%
8/3/2023NewSquare Capital LLC40,635$2.01M0.2%-0.9%0.378%
7/6/2023 Capital Market Strategies LLC10,213$506K0.5%-7.8%0.096%
5/12/2023 Capital Market Strategies LLC11,080$552K1.0%-4.3%0.103%
5/10/2023MAI Capital Management5,000$249K0.0%N/A0.046%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC2,155$107K0.0%+982.9%0.020%
5/10/2023WealthPLAN Partners LLC1,500$75K0.0%N/A0.014%
5/9/2023Sittner & Nelson LLC35,915$1.79M1.0%+6.3%0.333%
5/8/2023YHB Investment Advisors Inc.17,315$862K0.1%-5.5%0.161%
5/2/2023TD Capital Management LLC117,701$5.86M0.7%+0.5%1.092%
5/1/2023NewSquare Capital LLC40,985$2.04M0.2%-2.1%0.380%
5/1/2023Davis R M Inc.123,621$6.15M0.2%+4.4%1.147%
4/12/2023Private Trust Co. NA573$29K0.0%N/A0.005%
3/6/2023OLD Mission Capital LLC1,175$58K0.0%N/A0.011%
2/9/2023Watchman Group Inc.10,405$513K0.3%N/A0.093%
2/7/2023Hollencrest Capital Management1,773$87K0.0%-87.3%0.016%
2/7/2023NewSquare Capital LLC41,865$2.06M0.3%+1.2%0.376%
2/2/2023Sittner & Nelson LLC33,775$1.67M1.0%-20.8%0.303%
2/1/2023Hallmark Capital Management Inc.3,092$152K0.0%-20.3%0.028%
1/18/2023 IAM Advisory LLC15,064$743K0.3%N/A0.131%
1/12/2023YHB Investment Advisors Inc.18,315$903K0.1%-27.1%0.160%
11/15/2022Flow Traders U.S. LLC113,800$5.56M0.3%N/A1.000%
11/9/2022Hallmark Capital Management Inc.3,881$190K0.0%-31.5%0.034%
11/8/2022Davis R M Inc.118,308$5.78M0.2%-13.6%1.040%
11/7/2022Essex Financial Services Inc.7,300$357K0.0%+7.4%0.064%
11/3/2022YHB Investment Advisors Inc.25,130$1.23M0.1%-15.5%0.221%
10/28/2022Hollencrest Capital Management13,961$682K0.1%-6.8%0.123%
10/25/2022NewSquare Capital LLC41,360$2.02M0.3%+38.4%0.363%
8/10/2022Virtue Capital Management LLC13,386$664K0.1%N/A0.118%
8/8/2022Davis R M Inc.137,008$6.80M0.2%-26.3%1.206%
8/8/2022Baird Financial Group Inc.4,746$236K0.0%N/A0.042%
8/1/2022Hallmark Capital Management Inc.5,666$281K0.0%N/A0.050%
8/1/2022Essex Financial Services Inc.6,800$337K0.0%N/A0.060%
7/29/2022Kingfisher Capital LLC12,045$598K0.2%-12.2%0.106%
7/26/2022NewSquare Capital LLC29,875$1.48M0.2%+68.7%0.263%
7/21/2022Hollencrest Capital Management14,981$744K0.1%-5.1%0.132%
7/18/2022 Harbor Investment Advisory LLC500$25K0.0%-83.0%0.004%
7/14/2022YHB Investment Advisors Inc.29,730$1.48M0.2%-9.4%0.262%
5/10/2022Sittner & Nelson LLC29,079$1.45M0.8%-3.2%0.268%
5/10/2022NewSquare Capital LLC17,706$885K0.1%-26.2%0.163%
5/9/2022 Amplius Wealth Advisors LLC12,453$622K0.1%-3.0%0.115%
5/9/2022Advisors Preferred LLC21,520$1.07M0.1%+12.5%0.199%
5/5/2022Davis R M Inc.186,004$9.30M0.2%-2.9%1.716%
5/4/2022Titleist Asset Management LTD.6,208$310K0.1%N/A0.057%
4/29/2022Clearview Wealth Advisors LLC680$34K0.0%-62.8%0.006%
4/26/2022First National Corp MA ADV54,524$2.73M0.6%-10.6%0.506%
4/26/2022Palladium Partners LLC470,433$23.51M1.0%-19.4%4.364%
4/18/2022Hollencrest Capital Management15,781$789K0.1%-19.8%0.146%
4/14/2022YHB Investment Advisors Inc.32,830$1.64M0.1%-8.6%0.306%
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2/10/2022OLD Mission Capital LLC11,279$578K0.0%-23.1%0.107%
2/9/2022Palladium Partners LLC583,488$29.90M1.2%+26.7%5.552%
2/8/2022Davis R M Inc.191,577$9.82M0.2%+4.3%1.886%
2/7/2022Advisors Preferred LLC19,130$980K0.1%+19.9%0.188%
2/4/2022St. James Investment Advisors LLC860$44K0.0%N/A0.008%
1/28/2022First National Corp MA ADV60,971$3.12M0.7%+2.6%0.556%
1/28/2022 Amplius Wealth Advisors LLC12,842$657K0.1%N/A0.117%
1/26/2022NewSquare Capital LLC23,991$1.23M0.1%+6.9%0.217%
1/25/2022Private Ocean LLC1,950$100K0.0%N/A0.018%
1/18/2022YHB Investment Advisors Inc.35,930$1.84M0.1%+7.0%0.325%
(Data available from 1/1/2016 forward)

SMMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMU shares?

During the previous two years, 29 institutional investors and hedge funds held shares of PIMCO Short Term Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were Captrust Financial Advisors ($19.63M), TD Capital Management LLC ($5.86M), Davis R M Inc. ($3.43M), Bank of New York Mellon Corp ($3.11M), JPMorgan Chase & Co. ($2.67M), Certified Advisory Corp ($2.20M), and NewSquare Capital LLC ($1.58M).Learn more on SMMU's institutional investors.

Which institutional investors have been buying PIMCO Short Term Municipal Bond Exchange-Traded Fund stock?

Of the 23 institutional investors that purchased PIMCO Short Term Municipal Bond Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($49.48K), Captrust Financial Advisors ($39.89K), Flow Traders U.S. LLC ($20.97K), Farther Finance Advisors LLC ($13.57K), Watchman Group Inc. ($11.42K), AdvisorNet Financial Inc ($10.94K), and Wintrust Investments LLC ($7.47K).

How much institutional buying is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund?

Institutional investors have bought a total of 193,173 shares in the last 24 months. This purchase volume represents approximately $9.60M in transactions.

Which PIMCO Short Term Municipal Bond Exchange-Traded Fund major shareholders have been selling company stock?

Of the 12 institutional investors that sold PIMCO Short Term Municipal Bond Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Davis R M Inc. ($46.71K), Sittner & Nelson LLC ($31.62K), Hollencrest Capital Management ($12.19K), JPMorgan Chase & Co. ($12.02K), NewSquare Capital LLC ($9.01K), YHB Investment Advisors Inc. ($5.47K), and Farther Finance Advisors LLC ($4.20K).

How much institutional selling is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund?

Institutional investors have sold a total of 132,083 shares in the last 24 months. This volume of shares sold represents approximately $6.57M in transactions.


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This page (NYSEARCA:SMMU) was last updated on 1/21/2025 by MarketBeat.com Staff
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