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

PIMCO Short Term Municipal Bond Exchange-Traded Fund logo
$50.10 0.00 (0.00%)
As of 05:00 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)
17
Total
Institutional Inflows
(last 12 months)
$23.75M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.99M
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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
5/20/2025Anchor Investment Management LLC8,000$400K0.0%+33.3%0.049%
5/15/2025Titleist Asset Management LLC10,439$522K0.1%+3.4%0.063%
5/15/2025Baird Financial Group Inc.8,442$422K0.0%-9.2%0.051%
5/8/2025Davis R M Inc.65,829$3.29M0.1%+5.3%0.476%
4/29/2025Sierra Ocean LLC11,801$590K0.5%+12.3%0.085%
4/23/2025AIFG Consultants Ltd.42,198$2.11M3.5%+3.8%0.305%
4/15/2025GAMMA Investing LLC3,942$197K0.0%-5.3%0.029%
4/14/2025Farther Finance Advisors LLC18,932$946K0.0%+7.6%0.139%
4/14/2025NewSquare Capital LLC25,588$1.28M0.1%-7.8%0.188%
4/7/2025GAMMA Investing LLC197,179$9.86M0.0%+4,635.3%1.448%
4/7/2025AdvisorNet Financial Inc13,998$700K0.1%+21.8%0.103%
2/17/2025Captrust Financial Advisors432,472$21.55M0.1%+11.3%3.748%
2/13/2025Titleist Asset Management LLC10,095$503K0.1%+5.4%0.087%
2/12/2025JPMorgan Chase & Co.143,596$7.16M0.0%+171.2%1.244%
2/10/2025Farther Finance Advisors LLC17,600$877K0.0%-14.5%0.153%
2/7/2025Davis R M Inc.62,538$3.12M0.1%-7.9%0.542%
2/6/2025NewSquare Capital LLC27,742$1.38M0.1%-4.8%0.240%
2/6/2025Jones Financial Companies Lllp11,162$556K0.0%+84.8%0.097%
2/5/2025Private Trust Co. NA798$40K0.0%+50.6%0.007%
2/5/2025Magnolia Private Wealth LLC7,014$350K0.2%N/A0.061%
1/31/2025Sierra Ocean LLC10,508$524K0.4%N/A0.091%
1/29/2025AIFG Consultants Ltd.40,665$2.03M3.3%N/A0.352%
1/29/2025Equitable Trust Co.5,444$271K0.0%N/A0.047%
1/13/2025AdvisorNet Financial Inc11,491$573K0.0%+6.1%0.100%
1/3/2025GAMMA 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%
10/7/2024GAMMA 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%
7/2/2024GAMMA Investing LLC641$32K0.0%N/A0.006%
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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%
4/12/2024AdvisorNet 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%
2/9/2024Certified Advisory Corp43,921$2.20M0.3%+1.1%0.409%
1/29/2024YHB Investment Advisors Inc.12,845$643K0.1%-5.8%0.120%
1/19/2024AdvisorNet 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%
11/13/2023Certified 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%
10/18/2023Capital Market Strategies LLC8,939$436K0.4%-12.5%0.083%
10/12/2023AdvisorNet Financial Inc3,661$179K0.0%+1,505.7%0.034%
8/14/2023Certified 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%
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%
7/6/2023Capital Market Strategies LLC10,213$506K0.5%-7.8%0.096%
5/12/2023Capital Market Strategies LLC11,080$552K1.0%-4.3%0.103%
5/10/2023MAI Capital Management5,000$249K0.0%N/A0.046%
5/10/2023Nelson 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%
1/18/2023IAM 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%
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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%
(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, 28 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 ($21.55M), JPMorgan Chase & Co. ($7.16M), Davis R M Inc. ($3.29M), Bank of New York Mellon Corp ($3.11M), Certified Advisory Corp ($2.20M), AIFG Consultants Ltd. ($2.11M), and NewSquare Capital LLC ($1.28M).Learn more on PIMCO Short Term Municipal Bond Exchange-Traded Fund's institutional investors.

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

Of the 23 institutional investors that purchased PIMCO Short Term Municipal Bond Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($197.18K), JPMorgan Chase & Co. ($90.64K), Captrust Financial Advisors ($83.68K), Bank of New York Mellon Corp ($49.48K), AIFG Consultants Ltd. ($42.20K), Flow Traders U.S. LLC ($20.97K), and Farther Finance Advisors LLC ($14.90K).

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

Institutional investors have bought a total of 475,254 shares in the last 24 months. This purchase volume represents approximately $23.75M in transactions.

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

The following institutional investors have sold PIMCO Short Term Municipal Bond Exchange-Traded Fund stock in the last 24 months: JPMorgan Chase & Co. ($12.02K), NewSquare Capital LLC ($9.52K), Farther Finance Advisors LLC ($7.19K), Davis R M Inc. ($5.39K), Flow Traders U.S. LLC ($4.10K), Baird Financial Group Inc. ($858.00), and Clear Point Advisors Inc. ($367.00).

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

Institutional investors have sold a total of 39,662 shares in the last 24 months. This volume of shares sold represents approximately $1.99M in transactions.


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This page (NYSEARCA:SMMU) was last updated on 7/3/2025 by MarketBeat.com Staff
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