Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (SMMU)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — SMMU

Based on 165 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
165 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 — +7% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+7% 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

102 buying60 selling
Last quarter: 102 funds were net buyers (17 opened a brand new position + 85 added to an existing one). Only 60 were sellers (46 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 19 → 20 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 30% medium 18% new
85 out of 165 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

27 → 14 → 19 → 20 → 17 new funds/Q
New funds entering each quarter: 14 → 19 → 20 → 17. A growing number of institutions are discovering SMMU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 21% 1-2yr 29% new
Of 165 current holders: 83 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
10 of 165 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 3 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: SMMU
2026 Q1 Stats Unlock in 18 days 165 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 165 162 1.85%
13F Shares 16M 17M -4.05%
Total Value $828M $864M -4.18%
New Positions 17 20 -3
Increased Positions 85 70 +15
Closed Positions 14 15 -1
Reduced Positions 46 54 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMMU

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Institutional Holders (2026 Q1)

165 + investors

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

Top 25 institutional holders of SMMU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Biltmore Wealth Management, LLC 7.51% 418,529 $21.1M
2 Stonebridge Financial Group, LLC 4.38% 1,056,265 $53.3M
3 CarsonAllaria Wealth Management, Ltd. 2.36% 94,839 $4.8M
4 WEBSTERROGERS FINANCIAL ADVISORS, LLC 2.32% 160,943 $8.1M
5 Kelman-Lazarov, Inc. 1.17% 161,103 $8.1M
6 Crumly & Associates Inc. 1.11% 105,091 $5.3M
7 EHRLICH FINANCIAL GROUP 0.96% 33,097 $1.7M
8 MBM WEALTH CONSULTANTS, LLC 0.92% 79,635 $4.0M
9 Lakeridge Wealth Management LLC 0.69% 31,610 $1.6M
10 ABLE Financial Group, LLC 0.60% 61,186 $3.1M
11 Main Line Retirement Advisors, LLC 0.59% 23,291 $1.2M
12 SIERRA OCEAN, LLC 0.59% 14,136 $713K
13 StoneCrest Wealth Management, Inc. 0.57% 26,707 $1.3M
14 Summit Financial Consulting LLC 0.55% 15,252 $769K
15 LifeWealth Investments, LLC 0.53% 35,056 $1.8M
16 Oak Wealth Advisors LLC 0.49% 17,795 $898K
17 Stokes Capital Advisors, LLC 0.45% 40,000 $2.0M
18 IAM Advisory, LLC 0.39% 34,481 $1.7M
19 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.37% 31,970 $1.6M
20 PAX Financial Group, LLC 0.35% 40,111 $2.0M
21 Capital Asset Advisory Services LLC 0.33% 168,800 $8.5M
22 Skyline Advisors, Inc. 0.32% 18,125 $914K
23 Clear Point Advisors Inc. 0.27% 6,887 $347K
24 INSPIRION WEALTH ADVISORS, LLC 0.26% 41,508 $2.1M
25 Certified Advisory Corp 0.25% 55,105 $2.8M
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 — 3 quarters in a row: For 3 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: 102 funds were net buyers (17 opened a brand new position + 85 added to an existing one). Only 60 were sellers (46 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMMU holders?

Strong quality — 36% AUM from major funds: 10 of 165 holders rank in the top 100 by AUM, accounting for 36% 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?

52% of holders stayed for 2+ years: 85 out of 165 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.

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.