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PIMCO Enhanced Short Maturity Active ESG ETF

62 hedge funds and large institutions have $107M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
26
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$24.5M 249,000
Morgan Stanley
2
Morgan Stanley
New York
$12.9M 130,764 +101 +0.1%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.51M 76,279 +12,535 +20%
PI
4
PFG Investments
New York
$6M 60,951 +4,541 +8%
DWM
5
Destination Wealth Management
California
$4.95M 50,317 +1,360 +3%
LWP
6
Laurel Wealth Planning
Minnesota
$4.12M 41,884 -774 -2%
CAM
7
Clarity Asset Management
Iowa
$4.07M 41,318 +1,472 +4%
SA
8
Stewardship Advisors
Pennsylvania
$3.91M 39,759 +39,759 New
LPL Financial
9
LPL Financial
California
$3.81M 38,724 +8,967 +30%
MIA
10
Milestone Investment Advisors
Wisconsin
$3.76M 38,242 +3,620 +10%
UBS Group
11
UBS Group
Switzerland
$3.21M 32,595 +1,412 +5%
Cerity Partners
12
Cerity Partners
New York
$3.03M 30,765 -6,176 -17%
LFASL
13
Lugano Financial Advisors SA (LFA)
Switzerland
$2.82M 28,639 +18,739 +189%
RSWM
14
Robertson Stephens Wealth Management
California
$2.13M 21,587 +2,955 +16%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.82M 18,463 +9,194 +99%
FAFN
16
First Affirmative Financial Network
Colorado
$1.54M 15,692 -225 -1%
CL
17
Choreo LLC
Illinois
$1.34M 13,511 +4 +0%
MWM
18
Modera Wealth Management
New Jersey
$1.13M 11,442 -375 -3%
WP
19
WealthShield Partners
North Carolina
$960K 9,706 +5,171 +114%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$929K 9,436 -400 -4%
BOC
21
Blue Oak Capital
California
$862K 8,714 +8,714 New
BCI
22
Brinker Capital Investments
Pennsylvania
$739K 7,513 -399 -5%
OPS
23
Orion Portfolio Solutions
Nebraska
$739K 7,513 -399 -5%
TWM
24
Tradition Wealth Management
Minnesota
$656K 6,671 +1,427 +27%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$569K 5,789 +5 +0.1%