Who Owns SMMU?
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund — Institutional Ownership & 13F Holdings
$50.52
-0.02 (-0.04%)
Market Cap
$1.0B
Shares Outstanding
20,810,421
Institutional Holders
165
Total Inst. Value
$905.3M
% of Float Held
—
QoQ Holder Change
+67
Institutional data as of Q1 2025
New Positions
37
Closed Positions
16
Increased
69
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $439.2M | 8,780 |
| 2 | BANK OF AMERICA CORP /DE/ | $53.5M | 1,070,584 |
| 3 | MORGAN STANLEY | $48.4M | 966,643 |
| 4 | Cetera Investment Advisers | $38.3M | 766,329 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $34.5M | 689,632 |
| 6 | Stonebridge Financial Group, LLC | $31.4M | 627,916 |
| 7 | Biltmore Wealth Management, LLCNew | $20.5M | 409,893 |
| 8 | JPMORGAN CHASE & CO | $20.0M | 399,530 |
| 9 | TD Capital Management LLC | $17.0M | 339,642 |
| 10 | WELLS FARGO & COMPANY/MN | $13.7M | 274,713 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +95K | $48.4M |
| Cetera Investment Advisers | +182K | $38.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +38K | $34.5M |
| Stonebridge Financial Group, LLC | +44K | $31.4M |
| Biltmore Wealth Management, LLCNew | +410K | $20.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -54K | $53.5M |
| Jackson Wealth Management, LLC | -44K | $1.5M |
| Cerity Partners LLC | -37K | $13K |
| RAYMOND JAMES FINANCIAL INC | -17K | $8.5M |
| Beaird Harris Wealth Management, LLC | -16K | $474K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SMMU?
As of Q1 2025, 165 institutional investors report holding SMMU (PIMCO Short Term Municipal Bond Active Exchange-Traded Fund) in their 13F filings.
Which hedge fund owns the most SMMU?
The largest institutional holder of SMMU is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $439.2M in shares.
Are institutions buying or selling SMMU?
This quarter, 37 institutions opened new positions in SMMU and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.