Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (SMMU)

194 + Investors. Track Smart Money conviction in SMMU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
4Q ▲
Buyers last Q
63%

Smart Money Signals — SMMU

Based on 194 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SMMU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
194 hedge funds hold SMMU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

116 buying67 selling
Last quarter: 116 funds were net buyers (30 opened a brand new position + 86 added to an existing one). Only 67 were sellers (52 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new SMMU position: 21 → 21 → 20 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 31% medium ■ 19% new
96 out of 194 hedge funds have held SMMU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

15 → 21 → 21 → 20 → 30 new funds/Q
New funds entering each quarter: 21 → 21 → 20 → 30. A growing number of institutions are discovering SMMU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 25% newcomers

■ 52% veterans ■ 23% 1-2yr ■ 25% new
Entry-cohort mix of 194 holders: 101 (52%) are 2+ year veterans, 45 entered 1–2 years ago, and 48 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
14 of 193 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMMU

In 2026 Q1, 116 hedge funds were net buyers of SMMU (30 opened a new position, 86 added to an existing one), while 67 reduced or exited (52 trimmed, 15 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in SMMU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 194.

Hedge Fund Ownership: SMMU

How many hedge funds hold SMMU — quarterly history vs. share price
Quarterly hedge fund ownership of SMMU vs. share price

Market Analysis: SMMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMMU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco ETF Tr (SMMU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMMU has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SMMU
+0.0%
SPY
+13.9%

SMMU outperformed SPY by -13.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SMMU
+0.6%
SPY
+0.2%

Since the filing became public, SMMU outperformed SPY by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SMMU
194 + Investors

Track Smart Money conviction in SMMU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 194 179 8.38%
13F Shares 17M 17M -0.34%
Total Value $845M $858M -1.57%
New Positions 30 20 +10
Increased Positions 86 91 -5
Closed Positions 15 15 -
Reduced Positions 52 50 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMMU

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Financial Highlights

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Institutional Holders (2026 Q1)

194 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMMU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SMMU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 John A. Wolfe & Associates, Inc. 28.07% 362,278 $18.3M
2 Biltmore Wealth Management, LLC 7.51% 418,529 $21.1M
3 Stonebridge Financial Group, LLC 4.38% 1,056,265 $53.3M
4 Optimus Capital Advisors, LLC 2.81% 95,297 $4.8M
5 CarsonAllaria Wealth Management, Ltd. 2.36% 94,839 $4.8M
6 Websterrogers Financial Advisors, LLC 2.32% 160,943 $8.1M
7 TD Capital Management LLC 1.83% 402,850 $20.3M
8 Sittner & Nelson, LLC 1.54% 83,485 $4.2M
9 Kelman-Lazarov, Inc. 1.17% 161,103 $8.1M
10 Condor Capital Management 1.13% 268,422 $13.5M
11 Crumly & Associates Inc. 1.11% 105,091 $5.3M
12 Ehrlich Financial Group 0.96% 33,097 $1.7M
13 Smith Partners Wealth Management, LLC 0.94% 20,775 $1.0M
14 Mbm Wealth Consultants, LLC 0.92% 79,635 $4.0M
15 Milestone Investment Advisors LLC 0.80% 65,834 $3.3M
16 Lakeridge Wealth Management LLC 0.69% 31,610 $1.6M
17 ABLE Financial Group, LLC 0.60% 61,186 $3.1M
18 Main Line Retirement Advisors, LLC 0.59% 23,291 $1.2M
19 Sierra Ocean, LLC 0.59% 14,136 $713K
20 StoneCrest Wealth Management, Inc. 0.57% 26,707 $1.3M
21 Summit Financial Consulting LLC 0.55% 15,252 $769K
22 Kuhn & Co Investment Counsel 0.54% 16,715 $843K
23 LifeWealth Investments, LLC 0.53% 35,056 $1.8M
24 Oak Wealth Advisors LLC 0.49% 17,795 $898K
25 Jeter Robert S II 0.47% 9,419 $475K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco ETF Tr (SMMU)

What does the Smart Money Trend signal show for SMMU?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SMMU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMMU?

More buyers than sellers — 63% buying: Last quarter: 116 funds were net buyers (30 opened a brand new position + 86 added to an existing one). Only 67 were sellers (52 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMMU holders?

Strong quality — 34% AUM from major funds: 14 of 193 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SMMU?

49% of holders stayed for 2+ years: 96 out of 194 hedge funds have held SMMU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pimco ETF Tr (SMMU) following the 2026 Q1 hedge fund 13F filings?

As of today, SMMU has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), SMMU has gained +0.0% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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