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

PIMCO Short Term Municipal Bond Exchange-Traded Fund logo
$49.83 -0.04 (-0.08%)
Closing price 05/21/2025 04:10 PM Eastern
Extended Trading
$49.84 +0.01 (+0.01%)
As of 05/21/2025 07:08 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
$23.79M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Anchor Investment Management LLC8,000$400K0.0%+33.3%0.049%
5/15/2025 Titleist Asset Management LLC10,439$522K0.1%+3.4%0.063%
5/15/2025 Baird Financial Group Inc.8,442$422K0.0%-9.2%0.051%
5/8/2025 Davis R M Inc.65,829$3.29M0.1%+5.3%0.476%
4/29/2025 Sierra Ocean LLC11,801$590K0.5%+12.3%0.085%
4/23/2025 AIFG Consultants Ltd.42,198$2.11M3.5%+3.8%0.305%
4/15/2025 GAMMA Investing LLC3,942$197K0.0%-5.3%0.029%
4/14/2025 Farther Finance Advisors LLC18,932$946K0.0%+7.6%0.139%
4/14/2025 NewSquare Capital LLC25,588$1.28M0.1%-7.8%0.188%
4/7/2025 GAMMA Investing LLC197,179$9.86M0.0%+4,635.3%1.448%
4/7/2025 AdvisorNet Financial Inc13,998$700K0.1%+21.8%0.103%
2/17/2025 Captrust Financial Advisors432,472$21.55M0.1%+11.3%3.748%
2/13/2025 Titleist Asset Management LLC10,095$503K0.1%+5.4%0.087%
2/12/2025 JPMorgan Chase & Co.143,596$7.16M0.0%+171.2%1.244%
2/10/2025 Farther Finance Advisors LLC17,600$877K0.0%-14.5%0.153%
2/7/2025 Davis R M Inc.62,538$3.12M0.1%-7.9%0.542%
2/6/2025 NewSquare Capital LLC27,742$1.38M0.1%-4.8%0.240%
2/6/2025 Jones Financial Companies Lllp11,162$556K0.0%+84.8%0.097%
2/5/2025 Private Trust Co. NA798$40K0.0%+50.6%0.007%
2/5/2025 Magnolia Private Wealth LLC7,014$350K0.2%N/A0.061%
1/31/2025 Sierra Ocean LLC10,508$524K0.4%N/A0.091%
1/29/2025 AIFG Consultants Ltd.40,665$2.03M3.3%N/A0.352%
1/29/2025Equitable Trust Co.5,444$271K0.0%N/A0.047%
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%
12/26/2024 JPMorgan Chase & Co.52,956$2.67M0.0%-18.5%0.459%
11/21/2024 Anchor Investment Management LLC6,000$303K0.0%+71.4%0.052%
11/14/2024 Flow Traders U.S. LLC5,578$282K0.0%-42.4%0.048%
11/14/2024 Captrust Financial Advisors388,681$19.63M0.1%+11.4%3.368%
11/13/2024 Davis R M Inc.67,923$3.43M0.1%+2.7%0.589%
10/31/2024 Sittner & Nelson LLC4,700$237K0.1%+17.5%0.041%
10/29/2024 Farther Finance Advisors LLC20,588$1.04M0.0%-17.0%0.178%
10/28/2024 Creative Financial Designs Inc. ADV605$31K0.0%N/A0.005%
10/7/2024 GAMMA Investing LLC1,782$90K0.0%+178.0%0.015%
9/20/2024 Anchor Investment Management LLC3,500$175K0.0%+250.0%0.030%
8/14/2024 Clear Point Advisors Inc.4,521$225K0.2%-7.5%0.039%
7/31/2024 Farther Finance Advisors LLC24,791$1.23M0.1%+120.9%0.215%
7/26/2024 Bank of New York Mellon Corp62,432$3.11M0.0%+0.3%0.541%
7/23/2024 NewSquare Capital LLC31,745$1.58M0.1%-15.8%0.275%
7/2/2024 GAMMA Investing LLC641$32K0.0%N/A0.006%
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5/17/2024 Comerica Bank8,275$413K0.0%+7.8%0.072%
5/17/2024 Clear Point Advisors Inc.4,888$224K0.2%-5.4%0.042%
5/13/2024 Bessemer Group Inc.2,470$123K0.0%N/A0.021%
5/11/2024 Davis 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%
2/13/2024 Jones Financial Companies Lllp2,810$141K0.0%N/A0.026%
2/9/2024 Davis 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%
1/29/2024 YHB Investment Advisors Inc.12,845$643K0.1%-5.8%0.120%
1/19/2024 AdvisorNet Financial Inc10,220$511K0.0%+179.2%0.095%
1/2/2024 Anchor Investment Management LLC1,000$50K0.0%N/A0.009%
11/14/2023 Sittner & Nelson LLC13,165$644K0.4%-38.8%0.123%
11/13/2023 Certified Advisory Corp43,451$2.13M0.2%-5.8%0.405%
11/9/2023 Watchman Group Inc.12,503$612K0.3%+8.8%0.116%
11/3/2023 NewSquare Capital LLC38,815$1.90M0.2%-4.5%0.361%
10/24/2023 Bank of New York Mellon Corp49,274$2.41M0.0%N/A0.459%
10/23/2023 YHB 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%
8/14/2023 Sittner & Nelson LLC21,517$1.07M0.6%-40.1%0.200%
8/10/2023 Davis R M Inc.113,378$5.62M0.1%-8.3%1.056%
8/10/2023 YHB Investment Advisors Inc.15,015$744K0.1%-13.3%0.140%
8/10/2023Wintrust Investments LLC7,466$370K0.0%N/A0.070%
8/9/2023 Flow Traders U.S. LLC20,970$1.04M0.0%N/A0.195%
8/3/2023 NewSquare 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%
5/10/2023 MAI 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%
5/10/2023 WealthPLAN Partners LLC1,500$75K0.0%N/A0.014%
5/9/2023 Sittner & Nelson LLC35,915$1.79M1.0%+6.3%0.333%
5/8/2023 YHB Investment Advisors Inc.17,315$862K0.1%-5.5%0.161%
5/2/2023 TD Capital Management LLC117,701$5.86M0.7%+0.5%1.092%
5/1/2023 NewSquare Capital LLC40,985$2.04M0.2%-2.1%0.380%
5/1/2023 Davis R M Inc.123,621$6.15M0.2%+4.4%1.147%
4/12/2023 Private Trust Co. NA573$29K0.0%N/A0.005%
3/6/2023 OLD Mission Capital LLC1,175$58K0.0%N/A0.011%
2/9/2023 Watchman Group Inc.10,405$513K0.3%N/A0.093%
2/7/2023 Hollencrest Capital Management1,773$87K0.0%-87.3%0.016%
2/7/2023 NewSquare Capital LLC41,865$2.06M0.3%+1.2%0.376%
2/2/2023 Sittner & Nelson LLC33,775$1.67M1.0%-20.8%0.303%
2/1/2023 Hallmark Capital Management Inc.3,092$152K0.0%-20.3%0.028%
1/18/2023 IAM Advisory LLC15,064$743K0.3%N/A0.131%
1/12/2023 YHB Investment Advisors Inc.18,315$903K0.1%-27.1%0.160%
11/15/2022 Flow Traders U.S. LLC113,800$5.56M0.3%N/A1.000%
11/9/2022 Hallmark Capital Management Inc.3,881$190K0.0%-31.5%0.034%
11/8/2022 Davis R M Inc.118,308$5.78M0.2%-13.6%1.040%
11/7/2022 Essex Financial Services Inc.7,300$357K0.0%+7.4%0.064%
11/3/2022 YHB Investment Advisors Inc.25,130$1.23M0.1%-15.5%0.221%
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10/28/2022 Hollencrest Capital Management13,961$682K0.1%-6.8%0.123%
10/25/2022 NewSquare Capital LLC41,360$2.02M0.3%+38.4%0.363%
8/10/2022 Virtue Capital Management LLC13,386$664K0.1%N/A0.118%
8/8/2022 Davis R M Inc.137,008$6.80M0.2%-26.3%1.206%
8/8/2022 Baird Financial Group Inc.4,746$236K0.0%N/A0.042%
8/1/2022 Hallmark Capital Management Inc.5,666$281K0.0%N/A0.050%
8/1/2022 Essex Financial Services Inc.6,800$337K0.0%N/A0.060%
7/29/2022Kingfisher Capital LLC12,045$598K0.2%-12.2%0.106%
7/26/2022 NewSquare Capital LLC29,875$1.48M0.2%+68.7%0.263%
7/21/2022 Hollencrest 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 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: 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 573,371 shares in the last 24 months. This purchase volume represents approximately $28.59M 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. ($52.10K), Sittner & Nelson LLC ($22.75K), JPMorgan Chase & Co. ($12.02K), NewSquare Capital LLC ($11.69K), Farther Finance Advisors LLC ($7.19K), YHB Investment Advisors Inc. ($4.47K), and Flow Traders U.S. LLC ($4.10K).

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

Institutional investors have sold a total of 120,869 shares in the last 24 months. This volume of shares sold represents approximately $6.02M in transactions.



This page (NYSEARCA:SMMU) was last updated on 5/22/2025 by MarketBeat.com Staff
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