PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q2 2024 (June 30)142holders +5
14new positions
10sold out
1famous investor
$49.87avg. 13F price*
At the end of Q2 2024, 142 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 5 from Q1 2024. 14 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($57.1M), Cwm, LLC ($38.5M) and Wealth Enhancement Advisory Services, LLC ($32.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO SHRT TRM Muni BND ETF
- Filed as
- PIMCO ETF TR (Q2 2024)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.2M |
| Exits | 10 | $4.1M |
All 13F filers, Q1 2024 → Q2 2024: 871,823 shares bought and 462,359 shares sold, net +409,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Bank of America Corp. | 0.01% | Add +5.3% | 1,145,803 | $57.1M |
| Cwm, LLC | 0.18% | Reduce -9.7% | 772,764 | $38.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.9% | 657,616 | $32.8M |
| Morgan Stanley | 0.00% | Add +0.1% | 605,385 | $30.2M |
| Cetera Investment Advisers | 0.05% | Add +14.0% | 464,631 | $23.2M |
| Biltmore Wealth Management, LLC | 8.10% | Add +1.6% | 374,805 | $18.7M |
| Captrust Financial Advisors | 0.06% | Add +6.8% | 348,788 | $17.4M |
| LPL Financial LLC | 0.01% | Add +75.8% | 326,315 | $16.3M |
| Cerity Partners LLC | 0.04% | Add +3.7% | 269,587 | $13.4M |
| TD Capital Management LLC | 1.36% | Add +29.1% | 261,421 | $13.0M |
| Condor Capital Management | 1.13% | Add +3.6% | 236,829 | $11.8M |
| Wells Fargo & Company | 0.00% | Add +14.9% | 233,000 | $11.6M |
| Websterrogers Financial Advisors, LLC | 2.26% | Add +7.8% | 127,407 | $6.4M |
| CarsonAllaria Wealth Management, Ltd. | 3.19% | Add +5.4% | 104,534 | $5.2M |
| Stifel Financial Corp. | 0.01% | Add +5.8% | 102,886 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 101,918 | $5.1M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -13.5% | 92,175 | $4.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.8% | 91,921 | $4.6M |
| Signet Financial Management, LLC | 0.60% | Add +2.9% | 89,284 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +576.2% | 84,219 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +17.1% | 79,190 | $4.0M |
| Westside Investment Management, Inc. | 0.88% | Reduce -3.3% | 77,250 | $3.9M |
| Kelman-Lazarov, Inc. | 0.72% | Add +3.5% | 77,076 | $3.8M |
| Davis R M Inc. | 0.07% | Reduce -11.3% | 66,108 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +151.4% | 64,978 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 62,432 | $3.1M |
| Cedar Point Capital Partners, LLC | 2.23% | Reduce -4.1% | 59,724 | $3.0M |
| IFP Advisors, Inc | 0.11% | Reduce -1.5% | 57,070 | $2.8M |
| ABLE Financial Group, LLC | 0.95% | Reduce -5.1% | 52,709 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.8% | 52,637 | $2.6M |
| PAX Financial Group, LLC | 0.51% | Reduce -11.1% | 52,616 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -0.3% | 48,103 | $2.4M |
| Certified Advisory Corp | 0.29% | Add +0.4% | 46,903 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.35% | Add +1.1% | 46,258 | $2.3M |
| Raymond James & Associates | 0.00% | Add +5.3% | 45,968 | $2.3M |
| Crumly & Associates Inc. | 0.64% | Reduce -33.7% | 44,280 | $2.2M |
| Waverly Advisors, LLC | 0.04% | Add +3.3% | 44,096 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.3% | 43,251 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.3% | 43,251 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Add +448.9% | 42,308 | $2.1M |
| UBS Group AG | 0.00% | New | 40,774 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -39.2% | 38,745 | $1.9M |
| Skyline Advisors, Inc. | 0.83% | Add +0.5% | 38,455 | $1.9M |
| Inspire Advisors, LLC | 0.25% | Add +0.2% | 37,704 | $1.9M |
| Dynasty Wealth Management, LLC | 0.06% | Add +496.7% | 37,558 | $1.9M |
| LongView Wealth Management | 0.68% | Reduce -3.1% | 36,724 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +18.3% | 36,236 | $1.8M |
| AE Wealth Management LLC | 0.02% | Add +0.4% | 34,648 | $1.7M |
| BCGM Wealth Management, LLC | 0.59% | Reduce -18.3% | 34,383 | $1.7M |
| IAM Advisory, LLC | 0.46% | Add +3.6% | 33,990 | $1.7M |
| Levy Wealth Management Group, LLC | 0.43% | Reduce -9.1% | 33,851 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -20.4% | 32,761 | $1.6M |
| NewSquare Capital LLC | 0.14% | Reduce -15.8% | 31,745 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +2.3% | 30,923 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | New | 30,263 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 29,326 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.46% | Reduce -6.8% | 26,542 | $1.3M |
| Sage Rhino Capital LLC | 0.31% | Add +1.4% | 26,308 | $1.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +120.9% | 24,791 | $1.2M |
| Quotient Wealth Partners, LLC | 0.04% | New | 23,887 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.20% | Add +133.2% | 23,790 | $1.2M |
| MBL Wealth, LLC | 0.13% | Add +6.0% | 23,700 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +6.0% | 23,464 | $1.2M |
| Visionary Wealth Advisors | 0.08% | Add +4.5% | 23,240 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 22,533 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.37% | Reduce -13.1% | 21,150 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.2% | 19,900 | $992K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.7% | 19,543 | $975K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -87.8% | 17,724 | $884K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -58.0% | 15,831 | $790K |
| Tyler-Stone Wealth Management | 0.30% | Reduce -2.0% | 14,575 | $727K |
| Citadel Advisors | 0.00% | New | 14,569 | $727K |
| Kooman & Associates | 0.29% | Add +6.3% | 14,490 | $723K |
| Virtue Capital Management, LLC | 0.11% | No change | 13,386 | $670K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.9% | 13,224 | $659K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 13,184 | $657K |
| Financial Advocates Investment Management | 0.04% | Add +6.4% | 12,932 | $645K |
| Watchman Group, Inc. | 0.20% | No change | 12,503 | $624K |
| Baird Financial Group, Inc. | 0.00% | Add +1.2% | 12,265 | $612K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -12.1% | 11,285 | $563K |
| Ehrlich Financial Group | 0.43% | Add +79.0% | 11,006 | $549K |
| Equitable Holdings, Inc. | 0.01% | Reduce -39.4% | 10,938 | $545K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.3% | 10,638 | $531K |
| Rehmann Capital Advisory Group | 0.04% | Add +8.6% | 10,598 | $529K |
| WBH Advisory Inc. | 0.05% | No change | 10,261 | $512K |
| Greenleaf Trust | 0.00% | No change | 10,234 | $510K |
| Royal Bank of Canada | 0.00% | Add +0.1% | 9,773 | $487K |
| Flow Traders U.S. LLC | 0.02% | New | 9,679 | $483K |
| Summit Financial Strategies, Inc. | 0.06% | New | 9,683 | $483K |
| DAVENPORT & Co LLC | 0.00% | Add +3.4% | 9,350 | $466K |
| Comerica Bank | 0.00% | Add +3.6% | 8,574 | $428K |
| Kuhn & Co Investment Counsel | 0.38% | Add +15.6% | 8,553 | $427K |
| PFG Advisors | 0.03% | Reduce -2.0% | 8,328 | $415K |
| Two Sigma Securities, LLC | 0.02% | New | 7,923 | $395K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -16.5% | 7,716 | $385K |
| Wintrust Investments LLC | 0.03% | Add +1.1% | 7,634 | $381K |
| Williams & Novak, LLC | 0.34% | Reduce -4.9% | 7,370 | $368K |
| Elevated Capital Advisors, LLC | 0.10% | New | 7,066 | $352K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,064 | $352K |
| Milestone Investment Advisors LLC | 0.09% | Add +252.9% | 7,052 | $352K |
"% of holder's portfolio" is SMMU's weight in each manager's 13F, not the share of PIMCO SHRT TRM Muni BND ETF the manager owns.