PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q4 2024 (December 31)171holders +24
19new positions
9sold out
1famous investor
$49.84avg. 13F price*
At the end of Q4 2024, 171 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 24 from Q3 2024. 19 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($56.1M), Morgan Stanley ($43.4M) and Cwm, LLC ($34.9M). 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 (Q4 2024)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $22.6M |
| Exits | 9 | $4.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,069,500 shares bought and 355,085 shares sold, net +714,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Bank of America Corp. | 0.01% | Add +16.2% | 1,124,667 | $56.1M |
| Morgan Stanley | 0.00% | Add +3.4% | 871,768 | $43.4M |
| Cwm, LLC | 0.14% | Reduce -4.9% | 701,077 | $34.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -3.5% | 596,414 | $29.7M |
| Cetera Investment Advisers | 0.06% | Add +12.2% | 584,519 | $29.1M |
| Stonebridge Financial Group, LLC | 3.21% | — | 584,300 | $29.1M |
| Captrust Financial Advisors | 0.06% | Add +11.3% | 432,472 | $21.6M |
| Biltmore Wealth Management, LLC | 8.46% | Add +0.3% | 407,592 | $20.3M |
| LPL Financial LLC | 0.01% | Add +3.0% | 379,360 | $18.9M |
| Cerity Partners LLC | 0.03% | Reduce -7.8% | 287,356 | $14.3M |
| TD Capital Management LLC | 1.30% | Reduce -10.3% | 255,987 | $12.8M |
| Condor Capital Management | 1.09% | Add +3.5% | 248,437 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 239,120 | $11.9M |
| Raymond James Financial Inc. | 0.00% | — | 187,563 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +171.2% | 143,596 | $7.2M |
| Websterrogers Financial Advisors, LLC | 2.23% | Add +4.9% | 128,942 | $6.4M |
| Dynasty Wealth Management, LLC | 0.11% | New | 125,144 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +0.4% | 106,669 | $5.3M |
| CarsonAllaria Wealth Management, Ltd. | 2.91% | Add +2.1% | 101,974 | $5.1M |
| Kelman-Lazarov, Inc. | 0.83% | Add +16.9% | 92,189 | $4.6M |
| Signet Financial Management, LLC | 0.58% | Reduce -0.8% | 91,676 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 84,119 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.7% | 80,820 | $4.0M |
| MAI Capital Management | 0.03% | New | 78,073 | $3.9M |
| Westside Investment Management, Inc. | 0.82% | Reduce -2.4% | 77,879 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.6% | 71,401 | $3.6M |
| Sagespring Wealth Partners, LLC | 0.09% | — | 68,253 | $3.4M |
| Cedar Point Capital Partners, LLC | 2.19% | Add +7.0% | 64,979 | $3.2M |
| Crumly & Associates Inc. | 0.87% | Reduce -1.5% | 64,378 | $3.2M |
| Capital Asset Advisory Services LLC | 0.15% | Add +151.7% | 62,763 | $3.1M |
| Davis R M Inc. | 0.06% | Reduce -7.9% | 62,538 | $3.1M |
| ABLE Financial Group, LLC | 0.90% | Add +3.7% | 61,187 | $3.0M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -22.6% | 60,864 | $3.0M |
| Axxcess Wealth Management, LLC | 0.07% | Add +143.4% | 60,707 | $3.0M |
| Independent Advisor Alliance | 0.04% | New | 59,448 | $3.0M |
| MBM Wealth Consultants, LLC | 0.75% | New | 50,309 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.1% | 49,673 | $2.5M |
| PAX Financial Group, LLC | 0.44% | Reduce -3.7% | 49,478 | $2.5M |
| Waverly Advisors, LLC | 0.04% | Add +6.4% | 49,042 | $2.4M |
| UBS Group AG | 0.00% | Add +15.0% | 47,962 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -1.9% | 47,340 | $2.4M |
| Certified Advisory Corp | 0.25% | Add +10.5% | 46,382 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.32% | Reduce -1.1% | 45,758 | $2.3M |
| AIFG Consultants Ltd. | 3.31% | New | 40,665 | $2.0M |
| Premier Path Wealth Partners, LLC | 0.31% | Reduce -4.8% | 40,351 | $2.0M |
| Quotient Wealth Partners, LLC | 0.06% | Add +56.1% | 35,633 | $1.8M |
| LifeWealth Investments, LLC | 1.16% | — | 35,056 | $1.7M |
| Inspire Advisors, LLC | 0.21% | Add +2.9% | 34,919 | $1.7M |
| IAM Advisory, LLC | 0.44% | Add +0.7% | 34,472 | $1.7M |
| Ehrlich Financial Group | 1.21% | Add +3.0% | 34,141 | $1.7M |
| LongView Wealth Management | 0.50% | Reduce -5.4% | 33,204 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -18.7% | 32,689 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -18.7% | 32,689 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +62.2% | 32,357 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +35.7% | 32,349 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.8% | 30,977 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -11.5% | 30,548 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.4% | 30,492 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +0.9% | 29,890 | $1.5M |
| StoneCrest Wealth Management, Inc. | 0.97% | No change | 29,721 | $1.5M |
| YHB Investment Advisors, Inc. | 0.12% | Add +58.6% | 29,460 | $1.5M |
| Tyler-Stone Wealth Management | 0.26% | No change | 29,150 | $1.5M |
| BCGM Wealth Management, LLC | 0.46% | Reduce -7.9% | 29,020 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.8% | 28,867 | $1.4M |
| NewSquare Capital LLC | 0.11% | Reduce -4.8% | 27,742 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.9% | 26,593 | $1.3M |
| Skyline Advisors, Inc. | 0.50% | Reduce -33.2% | 25,668 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.39% | Add +0.1% | 25,300 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.11% | Reduce -4.2% | 25,181 | $1.3M |
| MBL Wealth, LLC | 0.12% | No change | 23,650 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,533 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.5% | 21,603 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Reduce -8.1% | 20,539 | $1.0M |
| Econ Financial Services Corp | 0.56% | New | 19,561 | $975K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -14.5% | 17,600 | $877K |
| Boyd Wealth Management, LLC | 0.43% | Add +0.3% | 17,497 | $872K |
| Financial Advocates Investment Management | 0.05% | Add +0.6% | 16,593 | $827K |
| Sage Rhino Capital LLC | 0.18% | Reduce -25.8% | 16,274 | $811K |
| Total Clarity Wealth Management, Inc. | 0.26% | Reduce -29.1% | 16,015 | $798K |
| Fortress Wealth Management, Inc. | 0.37% | New | 15,450 | $770K |
| Founders Grove Wealth Partners, LLC | 0.22% | — | 15,058 | $750K |
| Milestone Investment Advisors LLC | 0.20% | Add +32.3% | 14,652 | $730K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 14,422 | $719K |
| Oak Wealth Advisors LLC | 0.54% | — | 14,028 | $699K |
| L.K. Benson & Company, P.C. | 0.49% | — | 13,954 | $695K |
| Kooman & Associates | 0.25% | Add +3.0% | 13,816 | $689K |
| Golden State Wealth Management, LLC | 0.10% | — | 13,738 | $685K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 13,184 | $660K |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.4% | 12,969 | $646K |
| Summit Financial Strategies, Inc. | 0.07% | Add +38.4% | 12,455 | $621K |
| AdvisorNet Financial, Inc | 0.05% | Add +6.1% | 11,491 | $573K |
| DAVENPORT & Co LLC | 0.00% | Add +11.0% | 11,219 | $559K |
| SageView Advisory Group, LLC | 0.02% | Reduce -10.7% | 11,201 | $558K |
| Jones Financial Companies LLLP | 0.00% | Add +84.8% | 11,162 | $556K |
| Advyzon Investment Management, LLC | 0.21% | — | 11,143 | $555K |
| Kuhn & Co Investment Counsel | 0.46% | Add +19.7% | 10,867 | $542K |
| Rodgers & Associates, LTD | 0.06% | New | 10,539 | $525K |
| Royal Bank of Canada | 0.00% | Add +8.9% | 10,506 | $524K |
| Onyx Bridge Wealth Group LLC | 0.08% | New | 10,510 | $524K |
| Sierra Ocean, LLC | 0.43% | — | 10,508 | $524K |
"% 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.