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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

606 hedge funds and large institutions have $5.39B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 299 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 64.78%65.75% (+0.97%)

5% less funds holding

Funds holding: 641606 (-35)

13% less funds holding in top 10

Funds holding in top 10: 5245 (-7)

22% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 79

35% less capital invested

Capital invested by funds: $8.32B → $5.39B (-$2.93B)

45% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 299

Holders
606
Holders Change
-35
Holders Change %
-5.46%
% of All Funds
9.66%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.72%
New
62
Increased
165
Reduced
299
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
326
Eudaimonia Partners
Tennessee
$911K +$331K +3,331 +57%
PA
327
Parallel Advisors
California
$902K -$40.9K -412 -4%
SBH
328
Segall Bryant & Hamill
Illinois
$883K
WPIC
329
White Pine Investment Company
Michigan
$876K -$570K -5,748 -39%
GIP
330
Greatmark Investment Partners
Georgia
$870K -$86.8K -875 -9%
KWMG
331
King Wealth Management Group
Florida
$869K -$41.3K -416 -5%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$863K -$8.63K -87 -1%
AWE
333
Avidian Wealth Enterprises
Texas
$839K
CPA
334
Cardiff Park Advisors
California
$831K -$6.85K -69 -0.8%
LWM
335
Laidlaw Wealth Management
New York
$830K -$557K -5,611 -40%
SS
336
Simplicity Solutions
Minnesota
$808K +$808K +8,142 New
VA
337
Valmark Advisers
Ohio
$806K +$10.8K +109 +1%
AWA
338
Archvest Wealth Advisors
California
$804K -$392K -3,950 -33%
ACA
339
Ascension Capital Advisors
Texas
$798K +$19.8K +200 +3%
WP
340
WMS Partners
Maryland
$794K
EH
341
Equitable Holdings
New York
$787K -$21.6K -218 -3%
PI
342
PFG Investments
New York
$780K +$780K +7,859 New
VCM
343
Vivaldi Capital Management
Illinois
$779K +$778K +7,845 New
MM
344
Main Management
California
$776K -$90.3K -910 -10%
BC
345
Bartlett & Co
Ohio
$775K
BCWM
346
Bartlett & Co Wealth Management
Ohio
$775K
AIM
347
Anchor Investment Management
South Carolina
$773K
MIH
348
Meitav Investment House
Israel
$771K +$75.7K +763 +11%
IAN
349
Integrated Advisors Network
Texas
$766K -$94.4K -951 -11%
ST
350
Spinnaker Trust
Maine
$756K