Pimco ETF Tr (SMMU) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Pimco ETF Tr (SMMU) following the 2026 Q2 hedge fund 13F filings?

As of today, SMMU has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SMMU gained -1.3% vs +3.3% 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.

Pimco ETF Tr (SMMU)

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

Smart Money Signals — SMMU

Based on 203 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

203 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 — +20% more funds vs a year ago

fund count last 6Q

+34 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 64% buying

128 buying71 selling

Last quarter: 128 funds were net buyers (27 opened a brand new position + 101 added to an existing one). Only 71 were sellers (52 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 20 → 31 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 31% medium ■ 20% new

99 out of 203 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

22 → 21 → 20 → 31 → 27 new funds/Q

New funds entering each quarter: 21 → 20 → 31 → 27. A growing number of institutions are discovering SMMU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 51% veterans vs 29% newcomers

■ 51% veterans ■ 20% 1-2yr ■ 29% new

Entry-cohort mix of 203 holders: 104 (51%) are 2+ year veterans, 40 entered 1–2 years ago, and 59 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

15 of 202 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	201	195	3.08%
13F Shares	18M	17M	7.55%
Total Value	$921M	$850M	8.42%
New Positions	27	31	-4
Increased Positions	101	86	+15
Closed Positions	20	16	+4
Reduced Positions	52	52	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

201

195

3.08%

13F Shares

18M

17M

7.55%

Total Value

$921M

$850M

8.42%

New Positions

-4

Increased Positions

101

+15

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

201 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SMMU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	John A. Wolfe & Associates, Inc.	28.06%	403,445	$20.4M
2	Biltmore Wealth Management, LLC	6.69%	424,580	$21.4M
3	Stonebridge Financial Group, LLC	4.03%	1,050,787	$53.1M
4	Optimus Capital Advisors, LLC	2.96%	109,261	$5.5M
5	Websterrogers Financial Advisors, LLC	2.09%	161,569	$8.2M
6	Odyssey Group, LLC	2.04%	149,344	$7.5M
7	TD Capital Management LLC	1.66%	401,878	$20.3M
8	CarsonAllaria Wealth Management, Ltd.	1.66%	75,773	$3.8M
9	Smith Partners Wealth Management, LLC	1.31%	32,712	$1.7M
10	Crumly & Associates Inc.	1.20%	124,280	$6.3M
11	Kelman-Lazarov, Inc.	1.14%	172,326	$8.7M
12	Condor Capital Management	1.02%	268,866	$13.6M
13	Sittner & Nelson, LLC	0.96%	60,118	$3.0M
14	Mbm Wealth Consultants, LLC	0.90%	92,079	$4.6M
15	Milestone Investment Advisors LLC	0.72%	66,000	$3.3M
16	Ehrlich Financial Group	0.70%	26,920	$1.4M
17	Hyundai Investments Co., Ltd.	0.67%	12,324	$623K
18	ABLE Financial Group, LLC	0.65%	77,211	$3.9M
19	Lakeridge Wealth Management LLC	0.59%	31,610	$1.6M
20	Main Line Retirement Advisors, LLC	0.55%	23,650	$1.2M
21	Summit Financial Consulting LLC	0.54%	15,808	$798K
22	Stokes Capital Advisors, LLC	0.54%	50,000	$2.5M
23	Kuhn & Co Investment Counsel	0.51%	17,574	$887K
24	Sierra Ocean, LLC	0.49%	13,984	$706K
25	LifeWealth Investments, LLC	0.47%	35,056	$1.8M

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 — 5 quarters in a row: For 5 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 — 64% buying: Last quarter: 128 funds were net buyers (27 opened a brand new position + 101 added to an existing one). Only 71 were sellers (52 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMMU holders?

Strong quality — 39% AUM from major funds: 15 of 202 holders rank in the top 100 by AUM, accounting for 39% 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: 99 out of 203 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 Q2 hedge fund 13F filings?

As of today, SMMU has moved -0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SMMU has gained -1.3% vs +3.3% 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.

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Pimco ETF Tr (SMMU)

Smart Money Signals — SMMU

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~27 new funds per quarter

49% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 51% veterans vs 29% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — SMMU

Hedge Fund Ownership: SMMU

Market Analysis: SMMU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SMMU

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

Hedge Fund Positioning: SMMU

Statistics: SMMU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pimco ETF Tr (SMMU)

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