PIMCO SHRT TRM MUNI BND ETF (SMMU) Institutional Ownership Changes & 13F Activity
PIMCO SHRT TRM MUNI BND ETF (SMMU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Wells Fargo & Company/Mn, Goldman Sachs Group Inc, and Action Point Financial Planning, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +14,489 | +12.8% | 127,653 | $6.45M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +1,038 | +19.8% | 6,279 | $317.09K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +9,200 | +6.9% | 142,007 | $7.17M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +6,811 | +30.2% | 29,333 | $1.48M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -3 | -1.1% | 268 | $13.53K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +5,565 | +43.1% | 18,477 | $933.09K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +4,669 | +12.2% | 42,892 | $2.17M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -635 | -18.3% | 2,832 | $143.00K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +125,731 | +10.9% | 1,282,365 | $64.76M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +109,414 | +34.4% | 427,458 | $21.59M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +102,890 | +37.1% | 380,329 | $19.21M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -46,536 | -69.9% | 20,028 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +17,271 | — | 17,271 | $872.19K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +17,185 | +34.6% | 66,901 | $3.38M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +15,149 | +32.6% | 61,587 | $3.11M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +12,359 | +3.2% | 402,335 | $20.32M | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services Llc | Sell | -11,784 | -7.0% | 157,016 | $7.93M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +10,031 | — | 10,031 | $506.58K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +6,938 | +59.3% | 18,644 | $941.00K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +5,892 | +6.0% | 104,708 | $5.29M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +5,821 | — | 5,821 | $293.96K | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | Buy | +4,869 | +65.3% | 12,324 | $622.73K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -4,391 | -8.3% | 48,442 | $2.45M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -4,362 | -13.8% | 27,238 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +4,270 | — | 4,270 | $215.65K | Q2 2026 | Aug 14, 2026 |
| Davis R M Inc | Buy | +3,290 | +8.2% | 43,341 | $2.19M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -2,276 | -9.8% | 20,898 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -1,167 | -20.5% | 4,530 | $228.76K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Sell | -745 | -6.9% | 10,116 | $510.86K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -597 | -2.5% | 23,589 | $1.19M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SMMU activity
Which institutional owners are buying SMMU?
Institutional owners buying SMMU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMMU activity?
"Buy" means an investor increased their reported position in SMMU compared to the prior reporting period. This reflects growing exposure to PIMCO SHRT TRM MUNI BND ETF (SMMU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMMU increasing?
Institutional interest in SMMU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.