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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
AIMU
1
Allianz Investment Management US
Minnesota
$24.4M – – –
Morgan Stanley
2
Morgan Stanley
New York
$10.9M +$1.96M +20,052 +22%
VIA
3
Virtus Investment Advisers
Connecticut
$10.8M +$10.8M +110,000 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.45M -$44.2K -452 -0.5%
DWM
5
Destination Wealth Management
California
$4.73M +$119K +1,212 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.41M -$102K -1,043 -2%
MIA
7
Milestone Investment Advisors
Wisconsin
$3.46M +$296K +3,027 +9%
LWP
8
Laurel Wealth Planning
Minnesota
$3.45M -$218K -2,231 -6%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$3.26M +$3.25M +33,188 New
UBS Group
10
UBS Group
Switzerland
$2.95M +$565K +5,778 +24%
RCM
11
Rain Capital Management
Oregon
$2.51M +$12.5K +128 +0.5%
PI
12
PFG Investments
New York
$2.41M +$468K +4,786 +24%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$781K +7,980 +61%
BCI
14
Brinker Capital Investments
Pennsylvania
$2M -$984K -10,058 -33%
OPS
15
Orion Portfolio Solutions
Nebraska
$2M -$984K -10,058 -33%
MWM
16
Modera Wealth Management
New Jersey
$1.8M +$17.1K +175 +1%
FAFN
17
First Affirmative Financial Network
Colorado
$1.52M -$49.6K -507 -3%
LPL Financial
18
LPL Financial
California
$1.32M +$70.4K +719 +6%
CL
19
Choreo LLC
Illinois
$1.29M – – –
MWM
20
Mascoma Wealth Management
New Hampshire
$1.12M -$126K -1,284 -10%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$1.08M +$173K +1,770 +19%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$971K – – –
SPW
23
Sonoma Private Wealth
California
$841K -$193K -1,972 -19%
PCIA
24
Prime Capital Investment Advisors
Kansas
$707K -$4.31K -44 -0.6%
AFG
25
Albion Financial Group
Utah
$596K – – –
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.