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PIMCO Enhanced Short Maturity Active ESG ETF

69 hedge funds and large institutions have $130M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
0.93%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
6
Increased
29
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$24.6M
PI
2
PFG Investments
New York
$19.5M +$7.92M +80,161 +68%
Morgan Stanley
3
Morgan Stanley
New York
$10.6M +$668K +6,764 +7%
MIA
4
Milestone Investment Advisors
Wisconsin
$10.3M +$3.53M +35,762 +52%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.97M +$124K +1,257 +2%
CAM
6
Clarity Asset Management
Iowa
$5.7M +$892K +9,027 +19%
DWM
7
Destination Wealth Management
California
$4.34M -$714K -7,228 -14%
SA
8
Stewardship Advisors
Pennsylvania
$4.23M -$152K -1,535 -3%
UBS Group
9
UBS Group
Switzerland
$3.79M +$433K +4,387 +13%
LWP
10
Laurel Wealth Planning
Minnesota
$3.74M -$452K -4,580 -11%
Cerity Partners
11
Cerity Partners
New York
$3.73M -$67.1K -679 -2%
LPL Financial
12
LPL Financial
California
$3.29M +$1.67M +16,945 +103%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.94M +$232K +2,353 +9%
WWA
14
WCG Wealth Advisors
Nevada
$2.33M +$2.33M +23,600 New
Bank of America
15
Bank of America
North Carolina
$2.02M +$1.86M +18,782 +1,128%
Citigroup
16
Citigroup
New York
$1.83M +$1.35M +13,640 +281%
RSWM
17
Robertson Stephens Wealth Management
California
$1.72M -$55.7K -564 -3%
PWA
18
Phoenix Wealth Advisors
North Carolina
$1.62M +$1.62M +16,399 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$1.15M +11,631 +495%
WCFA
20
Walkner Condon Financial Advisors
Wisconsin
$1.36M +$297K +3,008 +28%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.21M +$694K +7,027 +136%
MWM
22
Modera Wealth Management
New Jersey
$1.09M -$22.9K -232 -2%
BCI
23
Brinker Capital Investments
Pennsylvania
$969K +$192K +1,942 +25%
BOC
24
Blue Oak Capital
California
$889K -$18.7K -189 -2%
WP
25
WealthShield Partners
North Carolina
$824K -$140K -1,417 -15%