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PIMCO Enhanced Short Maturity Active ESG ETF
EMNT

65 hedge funds and large institutions have $99.5M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 65 → 65 (0)

2.28% less ownership

Funds ownership: 74.02% → 71.73% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

98% less capital invested

Capital invested by funds: $4.67B → $99.5M (-$4.57B)

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
32
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$2.62M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.71M
4
Morgan Stanley
Morgan Stanley
New York
+$1.65M
5
OPS
Orion Portfolio Solutions
Nebraska
+$1.33M

Top Sellers

1
AA
AlphaMark Advisors
Kentucky
-$5.14M
2
MA
MJP Associates
Connecticut
-$4.51M
3
SA
Stewardship Advisors
Pennsylvania
-$4.38M
4
AWA
Arete Wealth Advisors
Illinois
-$4.18M
5
Stifel Financial
Stifel Financial
Missouri
-$1.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$24.3M – – –
Morgan Stanley
2
Morgan Stanley
New York
$6.18M +$1.65M +16,882 +36%
Jane Street
3
Jane Street
New York
$5.68M +$41K +421 +0.7%
Cerity Partners
4
Cerity Partners
New York
$5.16M +$306K +3,138 +6%
DWM
5
Destination Wealth Management
California
$4.66M +$264K +2,712 +6%
Citadel Advisors
6
Citadel Advisors
Florida
$4.43M +$1.8M +18,448 +68%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.32M +$2.62M +26,868 +155%
MWM
8
Mascoma Wealth Management
New Hampshire
$3.85M -$693K -7,115 -15%
LWP
9
Laurel Wealth Planning
Minnesota
$3.77M +$438K +4,499 +13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.7M +$142K +1,460 +4%
MIA
11
Milestone Investment Advisors
Wisconsin
$2.65M +$11.4K +117 +0.4%
FAFN
12
First Affirmative Financial Network
Colorado
$2.51M +$5.55K +57 +0.2%
RCM
13
Rain Capital Management
Oregon
$2.49M +$41.1K +422 +2%
UBS Group
14
UBS Group
Switzerland
$2.41M +$104K +1,071 +5%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.94M +$1.71M +17,527 +751%
BAM
16
Baldrige Asset Management
Pennsylvania
$1.83M +$8.58K +88 +0.5%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.74M +$139K +1,427 +9%
OPS
18
Orion Portfolio Solutions
Nebraska
$1.74M +$1.33M +13,680 +327%
LPL Financial
19
LPL Financial
California
$1.44M -$195K -2,003 -12%
CL
20
Choreo LLC
Illinois
$1.29M +$1.29M +13,197 New
SPW
21
Sonoma Private Wealth
California
$1.13M -$1.23M -12,664 -52%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$270K +2,775 +31%
PCIA
23
Prime Capital Investment Advisors
Kansas
$1.09M +$1.09M +11,143 New
PI
24
PFG Investments
New York
$1.05M +$1.05M +10,777 New
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$863K +$102K +1,042 +13%
1
2 3

EMNT Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) for Q1 2023, worth a combined $99.5M — down 98% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EMNT positions and 8 closed out — a net gain of 2 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.62M. The largest seller was AlphaMark Advisors, cutting an estimated $5.14M.

  • 65 institutional investors held PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $99.5M of PIMCO Enhanced Short Maturity Active ESG ETF stock for Q1 2023, down 98% quarter-over-quarter.
  • 10 funds opened new PIMCO Enhanced Short Maturity Active ESG ETF positions in Q1 2023 and 8 closed out, a net change of +2 holders.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF buyer in Q1 2023 was Osaic Holdings, an estimated $2.62M added.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF seller in Q1 2023 was AlphaMark Advisors, an estimated $5.14M sold.

Based on aggregated 13F filings for Q1 2023.