PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q3 2024 (September 30)147holders +5
19new positions
14sold out
1famous investor
$50.50avg. 13F price*
At the end of Q3 2024, 147 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 5 from Q2 2024. 19 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($48.9M), Morgan Stanley ($42.6M) and Cwm, LLC ($37.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO SHRT TRM Muni BND ETF
- Filed as
- PIMCO ETF TR (Q3 2024)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $11.8M |
| Exits | 14 | $10.1M |
All 13F filers, Q2 2024 → Q3 2024: 895,468 shares bought and 669,486 shares sold, net +225,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Bank of America Corp. | 0.00% | Reduce -15.5% | 967,888 | $48.9M |
| Morgan Stanley | 0.00% | Add +39.2% | 842,931 | $42.6M |
| Cwm, LLC | 0.16% | Reduce -4.6% | 737,040 | $37.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -6.0% | 618,020 | $31.2M |
| Cetera Investment Advisers | 0.06% | Add +12.1% | 520,819 | $26.3M |
| Biltmore Wealth Management, LLC | 8.43% | Add +8.4% | 406,151 | $20.5M |
| Captrust Financial Advisors | 0.06% | Add +11.4% | 388,681 | $19.6M |
| LPL Financial LLC | 0.01% | Add +12.8% | 368,166 | $18.6M |
| Cerity Partners LLC | 0.03% | Add +15.7% | 311,832 | $15.7M |
| TD Capital Management LLC | 1.44% | Add +9.2% | 285,415 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 242,843 | $12.3M |
| Condor Capital Management | 1.09% | Add +1.4% | 240,097 | $12.1M |
| Websterrogers Financial Advisors, LLC | 2.17% | Reduce -3.5% | 122,884 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 106,255 | $5.4M |
| CarsonAllaria Wealth Management, Ltd. | 2.89% | Reduce -4.4% | 99,907 | $5.0M |
| Signet Financial Management, LLC | 0.59% | Add +3.5% | 92,433 | $4.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -3.7% | 88,489 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.2% | 88,452 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +2.9% | 86,642 | $4.4M |
| Westside Investment Management, Inc. | 0.86% | Add +3.3% | 79,829 | $4.0M |
| Kelman-Lazarov, Inc. | 0.69% | Add +2.3% | 78,839 | $4.0M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -14.7% | 78,643 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.3% | 72,580 | $3.7M |
| Davis R M Inc. | 0.07% | Add +2.8% | 67,923 | $3.4M |
| Crumly & Associates Inc. | 0.91% | Add +47.6% | 65,350 | $3.3M |
| Cedar Point Capital Partners, LLC | 2.11% | Add +1.6% | 60,709 | $3.1M |
| ABLE Financial Group, LLC | 0.92% | Add +11.9% | 59,008 | $3.0M |
| Raymond James & Associates | 0.00% | Add +15.4% | 53,027 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 52,956 | $2.7M |
| PAX Financial Group, LLC | 0.47% | Reduce -2.4% | 51,362 | $2.6M |
| Allworth Financial LP | 0.01% | Add +0.4% | 48,277 | $2.4M |
| Inspirion Wealth Advisors, LLC | 0.33% | No change | 46,258 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Add +4.6% | 46,106 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.7% | 45,974 | $2.3M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +78.2% | 42,381 | $2.1M |
| Raymond James Trust N.A. | 0.05% | No change | 42,308 | $2.1M |
| Certified Advisory Corp | 0.24% | Reduce -10.5% | 41,985 | $2.1M |
| UBS Group AG | 0.00% | Add +2.3% | 41,714 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.1% | 40,190 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.1% | 40,190 | $2.0M |
| Skyline Advisors, Inc. | 0.80% | Reduce -0.1% | 38,428 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +1.6% | 35,214 | $1.8M |
| LongView Wealth Management | 0.57% | Reduce -4.4% | 35,104 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.12% | Reduce -4.8% | 34,501 | $1.7M |
| IAM Advisory, LLC | 0.44% | Add +0.7% | 34,224 | $1.7M |
| Inspire Advisors, LLC | 0.21% | Reduce -10.0% | 33,947 | $1.7M |
| Alpha Financial Partners LLC | 1.19% | New | 33,144 | $1.7M |
| Ehrlich Financial Group | 1.19% | Add +201.1% | 33,144 | $1.7M |
| BCGM Wealth Management, LLC | 0.52% | Reduce -8.4% | 31,505 | $1.6M |
| StoneCrest Wealth Management, Inc. | 1.09% | New | 29,721 | $1.5M |
| MML Investors Services, LLC | 0.01% | Reduce -23.6% | 29,609 | $1.5M |
| Tyler-Stone Wealth Management | 0.28% | Add +100.0% | 29,150 | $1.5M |
| NewSquare Capital LLC | 0.12% | Reduce -8.2% | 29,144 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 29,112 | $1.5M |
| Beaird Harris Wealth Management, LLC | 0.12% | New | 26,281 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +9.1% | 25,589 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.41% | Reduce -4.8% | 25,269 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +29.1% | 25,233 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | New | 24,936 | $1.3M |
| Capital Asset Advisory Services LLC | 0.06% | New | 24,941 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +51.2% | 23,938 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +19.8% | 23,846 | $1.2M |
| MBL Wealth, LLC | 0.13% | Reduce -0.2% | 23,650 | $1.2M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -4.5% | 22,825 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.37% | Add +6.8% | 22,589 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,533 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Reduce -3.9% | 22,338 | $1.1M |
| Sage Rhino Capital LLC | 0.25% | Reduce -16.6% | 21,927 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -31.0% | 20,871 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -16.9% | 20,588 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -35.5% | 19,952 | $1.0M |
| YHB Investment Advisors, Inc. | 0.08% | Add +64.6% | 18,580 | $938K |
| Boyd Wealth Management, LLC | 0.45% | New | 17,451 | $881K |
| Financial Advocates Investment Management | 0.05% | Add +27.6% | 16,497 | $833K |
| Comerica Bank | 0.00% | Add +84.9% | 15,856 | $801K |
| NorthRock Partners, LLC | 0.03% | New | 15,000 | $758K |
| Equitable Holdings, Inc. | 0.01% | Add +29.5% | 14,164 | $715K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.9% | 14,019 | $706K |
| Kooman & Associates | 0.25% | Reduce -7.4% | 13,417 | $678K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 13,224 | $668K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 13,184 | $666K |
| SageView Advisory Group, LLC | 0.03% | New | 12,544 | $633K |
| Milestone Investment Advisors LLC | 0.16% | Add +57.1% | 11,077 | $559K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.8% | 10,831 | $547K |
| WBH Advisory Inc. | 0.05% | No change | 10,261 | $518K |
| DAVENPORT & Co LLC | 0.00% | Add +8.1% | 10,104 | $510K |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 9,644 | $487K |
| Titleist Asset Management, LLC | 0.07% | New | 9,578 | $484K |
| Baird Financial Group, Inc. | 0.00% | Reduce -22.9% | 9,450 | $477K |
| Kuhn & Co Investment Counsel | 0.39% | Add +6.1% | 9,077 | $458K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -7.1% | 8,998 | $454K |
| Williams & Novak, LLC | 0.42% | Add +20.4% | 8,870 | $448K |
| PFG Advisors | 0.03% | Add +1.2% | 8,428 | $426K |
| New Century Financial Group, LLC | 0.14% | New | 7,701 | $389K |
| Householder Group Estate & Retirement Specialist, LLC | 0.11% | Add +809.7% | 7,532 | $380K |
| Madison Wealth Partners, Inc | 0.11% | Reduce -2.9% | 7,494 | $378K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.2% | 7,053 | $356K |
| Capital Market Strategies LLC | 0.21% | Reduce -2.8% | 6,830 | $345K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,600 | $333K |
| Harbour Investments, Inc. | 0.01% | Add +18.8% | 6,465 | $327K |
| Cyr Financial Inc. | 0.30% | New | 6,405 | $323K |
| &partners | 0.01% | New | 6,397 | $323K |
| AQR Capital Management | 0.00% | New | 6,063 | $306K |
| Jones Financial Companies LLLP | 0.00% | Add +83.8% | 6,040 | $305K |
| Anchor Investment Management, LLC | 0.03% | Add +71.4% | 6,000 | $303K |
| First Heartland Consultants, Inc. | 0.03% | No change | 5,636 | $285K |
| Flow Traders U.S. LLC | 0.01% | Reduce -42.4% | 5,578 | $282K |
| Watchman Group, Inc. | 0.07% | Reduce -55.7% | 5,540 | $280K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,387 | $272K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +6.1% | 5,201 | $263K |
| Bridgewealth Advisory Group, LLC | 0.09% | Add +15.4% | 5,163 | $261K |
| TruWealth Advisors, LLC | 0.02% | Add +0.1% | 5,035 | $254K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,720 | $238K |
| Sittner & Nelson, LLC | 0.11% | Add +17.5% | 4,700 | $237K |
| Dean, Jacobson Financial Services, LLC | 0.17% | No change | 4,503 | $227K |
| Sandy Spring Bank | 0.01% | Add +23.6% | 4,428 | $224K |
| Belpointe Asset Management LLC | 0.01% | Add +0.7% | 4,422 | $223K |
| Gradient Investments LLC | 0.00% | Add +4.0% | 4,091 | $207K |
| Sollinda Capital Management LLC | 0.06% | No change | 4,060 | $205K |
| Objective Capital Management, LLC | 0.12% | — | 4,056 | $205K |
| Grant/GrossMendelsohn, LLC | 0.09% | New | 4,000 | $202K |
| Watts Gwilliam & Co., LLC | 0.04% | — | 4,013 | $202K |
| Clear Point Advisors Inc. | 0.14% | Reduce -21.9% | 3,533 | $178K |
| IFP Advisors, Inc | 0.01% | Reduce -95.0% | 2,863 | $145K |
| Blair William & Co. | 0.00% | New | 2,162 | $109K |
| LGT Financial Advisors LLC | 0.25% | No change | 1,975 | $100K |
| GAMMA Investing LLC | 0.01% | Add +178.0% | 1,782 | $90K |
| Hollencrest Capital Management | 0.00% | No change | 1,430 | $72K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,083 | $55K |
| Key Financial Inc | 0.01% | No change | 989 | $50K |
| Element Wealth, LLC | 0.02% | No change | 821 | $41K |
| Wintrust Investments LLC | 0.03% | Reduce -89.8% | 780 | $39K |
| IAG Wealth Partners, LLC | 0.01% | No change | 700 | $35K |
| Creative Financial Designs Inc. | 0.00% | New | 605 | $31K |
| US Bancorp \de | 0.00% | No change | 585 | $30K |
| Private Trust Co. NA | 0.00% | No change | 530 | $27K |
| GeoWealth Management, LLC | 0.00% | New | 505 | $26K |
| Sunbelt Securities, Inc. | 0.00% | No change | 473 | $24K |
| Clarity Asset Management, Inc. | 0.01% | Add +4.7% | 420 | $21K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 328 | $17K |
| Assetmark, Inc. | 0.00% | Add +12.8% | 238 | $12K |
| Allianz Asset Management GmbH | 0.00% | Reduce -0.9% | 231 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 225 | $11K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 107 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 97 | $5K |
| Planned Solutions, Inc. | 0.00% | New | 64 | $3K |
| Avior Wealth Management, LLC | 0.00% | No change | 51 | $3K |
"% 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.