We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

542 hedge funds and large institutions have $6.3B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 209 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 37

32% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 158

25% more funds holding in top 10

Funds holding in top 10: 6176 (+15)

16% more funds holding

Funds holding: 468542 (+74)

3% more capital invested

Capital invested by funds: $6.1B → $6.3B (+$198M)

2.02% less ownership

Funds ownership: 48.01%46% (-2%)

Holders
542
Holders Change
+74
Holders Change %
+15.81%
% of All Funds
10.68%
Holding in Top 10
76
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.59%
% of All Funds
1.5%
New
121
Increased
209
Reduced
158
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$1.71M -$454K -4,464 -21%
FMWA
252
Forvis Mazars Wealth Advisors
Missouri
$1.7M -$197K -1,935 -10%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$1.68M +$280K +2,750 +20%
CS
254
Capital Square
Tennessee
$1.68M +$1.68M +16,575 New
CSPIA
255
Cary Street Partners Investment Advisory
Virginia
$1.67M +$1.67M +16,477 New
RAM
256
Riggs Asset Management
Pennsylvania
$1.67M -$350K -3,443 -17%
ACM
257
Alpha Capital Management
Texas
$1.65M +$906K +8,916 +122%
SCM
258
Southport Capital Management
Tennessee
$1.65M +$1.65M +16,217 New
AW
259
ACG Wealth
Georgia
$1.61M +$141K +1,383 +10%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$1.61M +$1.55M +15,278 +2,728%
DADC
261
D.A. Davidson & Co
Montana
$1.59M +$1.37M +13,461 +612%
GKWIM
262
Gerber Kawasaki Wealth & Investment Management
California
$1.59M +$455K +4,477 +40%
ATC
263
Argent Trust Co
Tennessee
$1.58M +$797K +7,845 +102%
AIC
264
Archer Investment Corporation
Indiana
$1.58M +$147K +1,449 +10%
WAS
265
Wealth Advisory Solutions
Indiana
$1.56M +$1.56M +15,325 New
LA
266
LexAurum Advisors
Kansas
$1.54M +$247K +2,434 +19%
FHA
267
Flagship Harbor Advisors
Massachusetts
$1.53M +$200K +1,970 +15%
CA
268
Cetera Advisors
Colorado
$1.53M +$6.61K +65 +0.4%
AFS
269
Access Financial Services
Minnesota
$1.52M -$875K -8,605 -37%
AWS
270
AJ Wealth Strategies
New York
$1.49M +$48.7K +479 +3%
Deutsche Bank
271
Deutsche Bank
Germany
$1.46M +$1.34M +13,223 +1,107%
CONA
272
Capital One National Association
New York
$1.42M +$1.42M +13,995 New
LIM
273
Leavell Investment Management
Alabama
$1.42M +$535K +5,261 +61%
IWC
274
Integrated Wealth Concepts
Massachusetts
$1.4M +$943K +9,277 +205%
FFN
275
Focus Financial Network
Minnesota
$1.39M +$937K +9,220 +210%

MINT Hedge Fund Activity: Q4 2019 in Review

542 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q4 2019, worth a combined $6.3B — up 3.3% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new MINT positions and 37 closed out — a net gain of 84 holders — while 209 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80.9M. The largest seller was UBS Group, cutting an estimated $37.2M.

  • 542 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $6.3B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q4 2019, up 3.3% quarter-over-quarter.
  • 121 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q4 2019 and 37 closed out, a net change of +84 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q4 2019 was Morgan Stanley, an estimated $80.9M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q4 2019 was UBS Group, an estimated $37.2M sold.

Based on aggregated 13F filings for Q4 2019.