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PIMCO Enhanced Short Maturity Active ESG ETF

65 hedge funds and large institutions have $4.67B invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,070% more capital invested

Capital invested by funds: $147M → $4.67B (+$4.53B)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

10% more funds holding

Funds holding: 5965 (+6)

5.4% less ownership

Funds ownership: 79.42%74.02% (-5.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
13
Increased
20
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$4.57B -$21.9M -224,136 -83%
AIMU
2
Allianz Investment Management US
Minnesota
$24.1M
Jane Street
3
Jane Street
New York
$5.59M +$2.04M +20,824 +56%
AA
4
AlphaMark Advisors
Kentucky
$5.37M -$761K -7,788 -12%
MA
5
MJP Associates
Connecticut
$5.15M -$26.9M -275,000 -84%
Cerity Partners
6
Cerity Partners
New York
$4.82M +$4.86M +49,710 New
MWM
7
Mascoma Wealth Management
New Hampshire
$4.5M +$213K +2,177 +5%
Morgan Stanley
8
Morgan Stanley
New York
$4.49M +$2.63M +26,894 +138%
SA
9
Stewardship Advisors
Pennsylvania
$4.38M -$117K -1,196 -3%
DWM
10
Destination Wealth Management
California
$4.36M -$15K -153 -0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.53M +$56K +573 +2%
LWP
12
Laurel Wealth Planning
Minnesota
$3.3M +$1.1M +11,229 +49%
MIA
13
Milestone Investment Advisors
Wisconsin
$2.62M +$2.64M +27,046 New
Citadel Advisors
14
Citadel Advisors
Florida
$2.61M +$392K +4,013 +18%
FAFN
15
First Affirmative Financial Network
Colorado
$2.49M -$128K -1,310 -5%
RCM
16
Rain Capital Management
Oregon
$2.43M -$162K -1,655 -6%
DJSG
17
D.J. St. Germain
Massachusetts
$2.42M +$3.75M +38,348 +322%
SPW
18
Sonoma Private Wealth
California
$2.35M +$2.37M +24,273 New
UBS Group
19
UBS Group
Switzerland
$2.28M +$725K +7,420 +46%
Stifel Financial
20
Stifel Financial
Missouri
$1.98M -$1.2M -12,317 -38%
BAM
21
Baldrige Asset Management
Pennsylvania
$1.81M +$33.4K +342 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.69M +$1.28M +13,111 +311%
LPL Financial
23
LPL Financial
California
$1.62M -$558K -5,706 -25%
BCI
24
Brinker Capital Investments
Pennsylvania
$1.59M +$45.5K +465 +3%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$1.29M -$731K -7,475 -36%

EMNT Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) for Q4 2022, worth a combined $4.67B — up 3,070% from $147M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMNT positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $4.86M. The largest seller was MJP Associates, cutting an estimated $26.9M.

  • 65 institutional investors held PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $4.67B of PIMCO Enhanced Short Maturity Active ESG ETF stock for Q4 2022, up 3,070% quarter-over-quarter.
  • 13 funds opened new PIMCO Enhanced Short Maturity Active ESG ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF buyer in Q4 2022 was Cerity Partners, an estimated $4.86M added.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF seller in Q4 2022 was MJP Associates, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2022.