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PIMCO Enhanced Short Maturity Active ESG ETF
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Overview Fund Activity

58 hedge funds and large institutions have $126M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$5.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.69M
3
Jane Street
3
Jane Street
New York
$2.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$756K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.5M
2
SPW
2
Sonoma Private Wealth
California
$0
3
CA
3
Cetera Advisors
Colorado
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.67M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$756K +$756K +7,666 New
SA
27
Skyline Advisors
Washington
$740K +$7.79K +79 +1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$620K +$7.3K +74 +1%
AFG
29
Albion Financial Group
Utah
$620K +$39K +395 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$608K +$24.7K +250 +4%
HI
31
Harbour Investments
Wisconsin
$587K +$173K +1,751 +42%
MWM
32
Mascoma Wealth Management
New Hampshire
$556K -$283K -2,868 -34%
Citigroup
33
Citigroup
New York
$496K +$71.9K +729 +17%
RRA
34
Round Rock Advisors
Connecticut
$425K -$5.92K -60 -1%
WP
35
WealthShield Partners
North Carolina
$406K +$90.3K +916 +29%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$379K -$15.2K -154 -4%
TWM
37
Tradition Wealth Management
Minnesota
$364K +$156K +1,583 +75%
TFM
38
Trademark Financial Management
Minnesota
$333K +$19K +193 +6%
EDRIA
39
Edmonds Duncan Registered Investment Advisors
Kansas
$332K – – –
TB
40
Treynor Bancshares
Iowa
$326K +$1.28K +13 +0.4%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$285K +$494 +5 +0.2%
SWA
42
Sax Wealth Advisors
New Jersey
$284K +$284K +2,875 New
TW
43
Towerpoint Wealth
California
$207K +$207K +2,100 New
ASN
44
Advisory Services Network
Georgia
$206K +$1.48K +15 +0.7%
FFN
45
Focus Financial Network
Minnesota
$204K -$103K -1,050 -34%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$163K -$147K -1,485 -47%
AF
47
Allworth Financial
California
$128K -$6.21K -63 -5%
AIP
48
Ameritas Investment Partners
Nebraska
$89.5K +$592 +6 +0.7%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$76.5K +$14.1K +143 +23%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$75K +$1.19K +12 +2%
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