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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

664 hedge funds and large institutions have $8.19B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 193 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 58

23% more capital invested

Capital invested by funds: $6.69B → $8.19B (+$1.51B)

10.07% more ownership

Funds ownership: 69.93%80% (+10%)

8% more funds holding

Funds holding: 614664 (+50)

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

29% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 272

Holders
664
Holders Change
+50
Holders Change %
+8.14%
% of All Funds
9.68%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.55%
New
117
Increased
193
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
251
William Blair & Company
Illinois
$1.69M -$37.9K -379 -2%
HVIA
252
Hudson Valley Investment Advisors
New York
$1.68M -$442K -4,421 -21%
MF
253
Montis Financial
Massachusetts
$1.64M +$23.5K +235 +1%
BRWA
254
B. Riley Wealth Advisors
Florida
$1.61M +$59.3K +593 +4%
WWA
255
WCG Wealth Advisors
Nevada
$1.61M -$242K -2,422 -13%
EA
256
Eudaimonia Advisors
Tennessee
$1.6M -$121K -1,207 -7%
Pathstone Holdings
257
Pathstone Holdings
New Jersey
$1.6M +$1.6M +16,043 New
KCM
258
Kanawha Capital Management
Virginia
$1.59M -$30K -300 -2%
TCM
259
Tradewinds Capital Management
Washington
$1.58M +$1.58M +15,828 New
RBC
260
Roble Belko & Company
Pennsylvania
$1.55M -$112K -1,116 -7%
LA
261
Latitude Advisors
Florida
$1.52M -$56K -560 -4%
EP
262
Eudaimonia Partners
Tennessee
$1.51M +$245K +2,455 +19%
MSWM
263
Mowery & Schoenfeld Wealth Management
Illinois
$1.51M +$1.51M +15,111 New
RFG
264
Range Financial Group
Oregon
$1.5M +$74K +740 +5%
TWM
265
TMD Wealth Management
Arizona
$1.5M
PWA
266
Phoenix Wealth Advisors
North Carolina
$1.48M +$29.7K +297 +2%
SWM
267
Sugarloaf Wealth Management
Georgia
$1.47M -$1.61M -16,152 -52%
BCM
268
Birch Capital Management
Texas
$1.47M +$1.1M +11,008 +296%
SWM
269
SFG Wealth Management
Maryland
$1.47M +$1.47M +14,721 New
MAG
270
Mayfair Advisory Group
Alabama
$1.47M +$151K +1,515 +11%
SJL
271
Shayne & Jacobs LLC
Tennessee
$1.46M -$5K -50 -0.3%
SSWM
272
Strait & Sound Wealth Management
California
$1.44M +$304K +3,046 +27%
RF
273
Rollins Financial
Georgia
$1.43M +$1.43M +14,288 New
RFA
274
Rollins Financial Advisors
New York
$1.43M +$1.43M +14,288 New
BFC
275
Bedel Financial Consulting
Indiana
$1.39M +$52.7K +527 +4%