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PIMCO Enhanced Short Maturity Active ESG ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$24.4M 249,000
Morgan Stanley
2
Morgan Stanley
New York
$10.9M 111,047 +20,052 +22%
VIA
3
Virtus Investment Advisers
Connecticut
$10.8M 110,000 +110,000 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.45M 96,324 -452 -0.5%
DWM
5
Destination Wealth Management
California
$4.73M 48,173 +1,212 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.41M 44,969 -1,043 -2%
MIA
7
Milestone Investment Advisors
Wisconsin
$3.46M 35,213 +3,027 +9%
LWP
8
Laurel Wealth Planning
Minnesota
$3.45M 35,178 -2,231 -6%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$3.26M 33,188 +33,188 New
UBS Group
10
UBS Group
Switzerland
$2.95M 30,106 +5,778 +24%
RCM
11
Rain Capital Management
Oregon
$2.51M 25,590 +128 +0.5%
PI
12
PFG Investments
New York
$2.41M 24,602 +4,786 +24%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$2.06M 20,991 +7,980 +61%
BCI
14
Brinker Capital Investments
Pennsylvania
$2M 20,413 -10,058 -33%
OPS
15
Orion Portfolio Solutions
Nebraska
$2M 20,413 -10,058 -33%
MWM
16
Modera Wealth Management
New Jersey
$1.8M 18,380 +175 +1%
FAFN
17
First Affirmative Financial Network
Colorado
$1.52M 15,486 -507 -3%
LPL Financial
18
LPL Financial
California
$1.32M 13,484 +719 +6%
CL
19
Choreo LLC
Illinois
$1.29M 13,197
MWM
20
Mascoma Wealth Management
New Hampshire
$1.12M 11,425 -1,284 -10%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$1.08M 11,054 +1,770 +19%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$971K 9,900
SPW
23
Sonoma Private Wealth
California
$841K 8,567 -1,972 -19%
PCIA
24
Prime Capital Investment Advisors
Kansas
$707K 7,210 -44 -0.6%
AFG
25
Albion Financial Group
Utah
$596K 6,071