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PIMCO Enhanced Short Maturity Active ESG ETF

70 hedge funds and large institutions have $132M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$24.6M
PI
2
PFG Investments
New York
$19.5M
Morgan Stanley
3
Morgan Stanley
New York
$10.6M
MIA
4
Milestone Investment Advisors
Wisconsin
$10.3M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.97M
CAM
6
Clarity Asset Management
Iowa
$5.7M
DWM
7
Destination Wealth Management
California
$4.34M
SA
8
Stewardship Advisors
Pennsylvania
$4.23M
UBS Group
9
UBS Group
Switzerland
$3.79M
LWP
10
Laurel Wealth Planning
Minnesota
$3.74M
Cerity Partners
11
Cerity Partners
New York
$3.73M
LPL Financial
12
LPL Financial
California
$3.29M
Osaic Holdings
13
Osaic Holdings
Arizona
$2.92M
WWA
14
WCG Wealth Advisors
Nevada
$2.33M
FAFN
15
First Affirmative Financial Network
Colorado
$2.16M
Bank of America
16
Bank of America
North Carolina
$2.02M
Citigroup
17
Citigroup
New York
$1.83M
RSWM
18
Robertson Stephens Wealth Management
California
$1.72M
PWA
19
Phoenix Wealth Advisors
North Carolina
$1.62M
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.38M
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$1.36M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.21M
MWM
23
Modera Wealth Management
New Jersey
$1.09M
BCI
24
Brinker Capital Investments
Pennsylvania
$969K
BOC
25
Blue Oak Capital
California
$889K