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PIMCO Enhanced Short Maturity Active ESG ETF

74 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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

5% less capital invested

Capital invested by funds: $147M → $140M (-$7.33M)

2.14% less ownership

Funds ownership: 69.9%67.75% (-2.1%)

4% less funds holding

Funds holding: 7774 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
29
Reduced
25
Closed
6
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 +$394K +3,987 +2%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M -$1.32M -13,325 -10%
MIA
4
Milestone Investment Advisors
Wisconsin
$9.61M +$132K +1,332 +1%
WWA
5
WCG Wealth Advisors
Nevada
$8.03M -$120K -1,212 -1%
LPL Financial
6
LPL Financial
California
$5.44M +$1.21M +12,199 +29%
SA
7
Stewardship Advisors
Pennsylvania
$5.16M +$1.95M +19,698 +61%
DWM
8
Destination Wealth Management
California
$4.76M +$63.6K +644 +1%
LWP
9
Laurel Wealth Planning
Minnesota
$4.43M +$43.1K +436 +1%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$4.25M -$2.36M -23,897 -36%
UBS Group
11
UBS Group
Switzerland
$3.93M -$13.8K -140 -0.4%
Bank of America
12
Bank of America
North Carolina
$3.64M +$1.22M +12,303 +50%
Cerity Partners
13
Cerity Partners
New York
$3.5M -$98.8K -1,000 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$2.51M +$1.93M +19,581 +335%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$1.65M +$91.8K +929 +6%
FAFN
16
First Affirmative Financial Network
Colorado
$1.61M +$1.61M +16,263 New
RSWM
17
Robertson Stephens Wealth Management
California
$1.48M +$156K +1,582 +12%
PWA
18
Phoenix Wealth Advisors
North Carolina
$1.36M -$83.6K -846 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.3M +$398K +4,028 +44%
MAC
20
Mason & Associates (California)
California
$1.28M -$28.6K -290 -2%
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 +$81K +820 +10%
CA
25
Capital Advantage
California
$866K +$18.8K +190 +2%