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PIMCO Enhanced Short Maturity Active ESG ETF

73 hedge funds and large institutions have $140M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
A
1
Allianz
Germany
$24.6M
PI
2
PFG Investments
New York
$20M
Morgan Stanley
3
Morgan Stanley
New York
$12.1M
MIA
4
Milestone Investment Advisors
Wisconsin
$9.61M
WWA
5
WCG Wealth Advisors
Nevada
$8.03M
LPL Financial
6
LPL Financial
California
$5.44M
SA
7
Stewardship Advisors
Pennsylvania
$5.16M
DWM
8
Destination Wealth Management
California
$4.76M
LWP
9
Laurel Wealth Planning
Minnesota
$4.43M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.25M
UBS Group
11
UBS Group
Switzerland
$3.93M
Bank of America
12
Bank of America
North Carolina
$3.64M
Cerity Partners
13
Cerity Partners
New York
$3.5M
Citadel Advisors
14
Citadel Advisors
Florida
$2.51M
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$1.65M
FAFN
16
First Affirmative Financial Network
Colorado
$1.61M
RSWM
17
Robertson Stephens Wealth Management
California
$1.48M
PWA
18
Phoenix Wealth Advisors
North Carolina
$1.36M
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.3M
MAC
20
Mason & Associates (California)
California
$1.28M
SWA
21
Sax Wealth Advisors
New Jersey
$1.13M
LGF
22
LGT Group Foundation
Liechtenstein
$1.1M
MWM
23
Modera Wealth Management
New Jersey
$1.05M
CCWP
24
Cedar Cove Wealth Partners
Minnesota
$906K
CA
25
Capital Advantage
California
$866K