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PIMCO Enhanced Short Maturity Active ESG ETF
EMNT

59 hedge funds and large institutions have $108M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less capital invested

Capital invested by funds: $111M → $108M (-$3M)

3% less funds holding

Funds holding: 61 → 59 (-2)

4.42% less ownership

Funds ownership: 71.49% → 67.08% (-4.4%)

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
20
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VIA
Virtus Investment Advisers
Connecticut
+$10.8M
2
Morgan Stanley
Morgan Stanley
New York
+$1.96M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$781K
4
UBS Group
UBS Group
Switzerland
+$565K
5
CA
Cetera Advisors
Colorado
+$540K

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$8.15M
2
Jane Street
Jane Street
New York
-$7.38M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.39M
4
BCI
Brinker Capital Investments
Pennsylvania
-$984K
5
OPS
Orion Portfolio Solutions
Nebraska
-$984K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$559K -$134K -1,371 -19%
CA
27
Cetera Advisors
Colorado
$541K +$540K +5,514 New
Citigroup
28
Citigroup
New York
$501K +$264K +2,698 +112%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$493K -$26.7K -273 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$479K +$64.2K +656 +16%
HI
31
Harbour Investments
Wisconsin
$410K -$5.38K -55 -1%
RRA
32
Round Rock Advisors
Connecticut
$394K +$5.38K +55 +1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$376K -$3.39M -34,637 -90%
LOIP
34
Live Oak Investment Partners
Texas
$364K – – –
MA
35
MJP Associates
Connecticut
$344K -$207K -2,112 -38%
AO
36
Advisor OS
Illinois
$341K -$86K -879 -20%
EDRIA
37
Edmonds Duncan Registered Investment Advisors
Kansas
$330K – – –
WP
38
WealthShield Partners
North Carolina
$288K +$21.7K +222 +8%
FI
39
Financial Insights
Washington
$284K -$29K -296 -9%
CWM
40
Congress Wealth Management
Massachusetts
$281K +$280K +2,861 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$275K +$274K +2,800 New
NA
42
Nottingham Advisors
New York
$267K – – –
TB
43
Treynor Bancshares
Iowa
$260K +$98 +1 +0%
TIA
44
Tiemann Investment Advisors
California
$245K – – –
TWM
45
Tradition Wealth Management
Minnesota
$206K +$2.06K +21 +1%
ASN
46
Advisory Services Network
Georgia
$202K +$1.17K +12 +0.6%
AF
47
Allworth Financial
California
$130K +$55.4K +566 +74%
CB
48
Community Bank
New York
$105K – – –
PTC
49
Private Trust Company
Ohio
$88.5K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$87.9K -$14.7K -150 -14%
1
2
3

EMNT Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) for Q3 2023, worth a combined $108M — down 2.7% from $111M a quarter earlier.

Fund positioning in EMNT was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 19 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $10.8M. The largest seller was Cerity Partners, exiting entirely with an estimated $8.15M sold.

  • 59 institutional investors held PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) as of Q3 2023, down from 61 in Q2 2023.
  • Funds reported $108M of PIMCO Enhanced Short Maturity Active ESG ETF stock for Q3 2023, down 2.7% quarter-over-quarter.
  • 8 funds opened new PIMCO Enhanced Short Maturity Active ESG ETF positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF buyer in Q3 2023 was Virtus Investment Advisers, an estimated $10.8M added.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF seller in Q3 2023 was Cerity Partners, an estimated $8.15M sold.

Based on aggregated 13F filings for Q3 2023.