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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+14,489+12.8%127,653$6.45MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+1,038+19.8%6,279$317.09KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+9,200+6.9%142,007$7.17MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+6,811+30.2%29,333$1.48MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-3-1.1%268$13.53KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+5,565+43.1%18,477$933.09KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+4,669+12.2%42,892$2.17MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-635-18.3%2,832$143.00KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+125,731+10.9%1,282,365$64.76MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+109,414+34.4%427,458$21.59MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+102,890+37.1%380,329$19.21MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-46,536-69.9%20,028$1.01MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+17,271—17,271$872.19KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+17,185+34.6%66,901$3.38MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+15,149+32.6%61,587$3.11MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+12,359+3.2%402,335$20.32MQ2 2026Aug 14, 2026
Capital Asset Advisory Services LlcSell-11,784-7.0%157,016$7.93MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+10,031—10,031$506.58KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+6,938+59.3%18,644$941.00KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+5,892+6.0%104,708$5.29MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+5,821—5,821$293.96KQ2 2026Aug 14, 2026
Hyundai Investments Co., Ltd.Buy+4,869+65.3%12,324$622.73KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-4,391-8.3%48,442$2.45MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-4,362-13.8%27,238$1.38MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+4,270—4,270$215.65KQ2 2026Aug 14, 2026
Davis R M IncBuy+3,290+8.2%43,341$2.19MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-2,276-9.8%20,898$1.05MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-1,167-20.5%4,530$228.76KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-745-6.9%10,116$510.86KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-597-2.5%23,589$1.19MQ2 2026Aug 14, 2026
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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.