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PIMCO Enhanced Short Maturity Active ESG ETF

63 hedge funds and large institutions have $135M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$24.6M
PI
2
PFG Investments
New York
$21M
Morgan Stanley
3
Morgan Stanley
New York
$11.4M
MIA
4
Milestone Investment Advisors
Wisconsin
$10.9M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.21M
CAM
6
Clarity Asset Management
Iowa
$5.87M
DWM
7
Destination Wealth Management
California
$4.42M
SA
8
Stewardship Advisors
Pennsylvania
$4.25M
LWP
9
Laurel Wealth Planning
Minnesota
$4.12M
UBS Group
10
UBS Group
Switzerland
$3.92M
LPL Financial
11
LPL Financial
California
$3.71M
Cerity Partners
12
Cerity Partners
New York
$3.64M
Bank of America
13
Bank of America
North Carolina
$2.4M
WWA
14
WCG Wealth Advisors
Nevada
$2.33M
Osaic Holdings
15
Osaic Holdings
Arizona
$2.15M
RSWM
16
Robertson Stephens Wealth Management
California
$1.68M
FAFN
17
First Affirmative Financial Network
Colorado
$1.65M
PWA
18
Phoenix Wealth Advisors
North Carolina
$1.6M
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.59M
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$1.53M
SWA
21
Sax Wealth Advisors
New Jersey
$1.13M
LGF
22
LGT Group Foundation
Liechtenstein
$1.09M
MWM
23
Modera Wealth Management
New Jersey
$1.07M
BCI
24
Brinker Capital Investments
Pennsylvania
$1.07M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$892K