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PIMCO Enhanced Short Maturity Active ESG ETF

59 hedge funds and large institutions have $138M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
23
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.6M 383,992 +272,945 +246%
AIMU
2
Allianz Investment Management US
Minnesota
$24.4M 249,000
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.37M 95,679 -645 -0.7%
Cerity Partners
4
Cerity Partners
New York
$7.46M 76,142 +76,142 New
VIA
5
Virtus Investment Advisers
Connecticut
$6.73M 68,690 -41,310 -38%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.38M 44,743 +23,752 +113%
DWM
7
Destination Wealth Management
California
$4.32M 44,075 -4,098 -9%
UBS Group
8
UBS Group
Switzerland
$4.16M 42,527 +12,421 +41%
LWP
9
Laurel Wealth Planning
Minnesota
$3.54M 36,156 +978 +3%
MIA
10
Milestone Investment Advisors
Wisconsin
$3.39M 34,645 -568 -2%
CAM
11
Clarity Asset Management
Iowa
$3.2M 32,707 +32,707 New
RCM
12
Rain Capital Management
Oregon
$2.36M 24,049 -1,541 -6%
BCI
13
Brinker Capital Investments
Pennsylvania
$2.16M 22,043 +1,630 +8%
OPS
14
Orion Portfolio Solutions
Nebraska
$2.16M 22,043 +1,630 +8%
LPL Financial
15
LPL Financial
California
$1.89M 19,305 +5,821 +43%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.79M 18,236 -26,733 -59%
FAFN
17
First Affirmative Financial Network
Colorado
$1.52M 15,558 +72 +0.5%
MWM
18
Modera Wealth Management
New Jersey
$1.38M 14,061 -4,319 -23%
CL
19
Choreo LLC
Illinois
$1.33M 13,495 +298 +2%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$1.21M 12,325 +1,271 +11%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$1.17M 11,972 -21,216 -64%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$969K 9,900
MWM
23
Mascoma Wealth Management
New Hampshire
$833K 8,508 -2,917 -26%
SPW
24
Sonoma Private Wealth
California
$824K 8,417 -150 -2%
SA
25
Skyline Advisors
Washington
$727K 7,427 +7,427 New