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PIMCO Enhanced Short Maturity Active ESG ETF

71 hedge funds and large institutions have $113M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+9
Holders Change %
+14.52%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
26
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
26
Amara Financial
California
$660K +$133K +1,343 +25%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$571K -$790 -8 -0.1%
CA
28
Capital Advantage
California
$550K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$511K +$30.1K +305 +6%
Citigroup
30
Citigroup
New York
$480K +$4.64K +47 +1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$458K -$40.7K -412 -8%
RRA
32
Round Rock Advisors
Connecticut
$430K
Creative Planning
33
Creative Planning
Kansas
$419K +$38.4K +389 +10%
Raymond James Financial
34
Raymond James Financial
Florida
$407K +$407K +4,122 New
AF
35
Allworth Financial
California
$393K +$293K +2,969 +293%
TFM
36
Trademark Financial Management
Minnesota
$377K +$23.8K +241 +7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$366K +$366K +3,709 New
BPA
38
Beacon Pointe Advisors
California
$356K
SWA
39
Sax Wealth Advisors
New Jersey
$346K
NI
40
Natural Investments
California
$345K +$105K +1,061 +44%
MA
41
Mezzasalma Advisors
New Jersey
$334K -$19.1K -193 -5%
MWM
42
Mascoma Wealth Management
New Hampshire
$331K -$67.6K -685 -17%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$318K +$12.4K +126 +4%
FI
44
Financial Insights
Washington
$282K +$282K +2,856 New
LOIP
45
Live Oak Investment Partners
Texas
$269K +$269K +2,725 New
CWM
46
Congress Wealth Management
Massachusetts
$261K -$395 -4 -0.2%
US Bancorp
47
US Bancorp
Minnesota
$259K +$259K +2,618 New
NW
48
NewEdge Wealth
Pennsylvania
$234K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$232K -$790 -8 -0.3%
TW
50
Towerpoint Wealth
California
$226K +$16.9K +171 +8%