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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

614 hedge funds and large institutions have $6.69B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 191 increasing their positions, 285 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 40

9% more funds holding in top 10

Funds holding in top 10: 4347 (+4)

5% more capital invested

Capital invested by funds: $6.35B → $6.69B (+$335M)

1.17% more ownership

Funds ownership: 68.76%69.93% (+1.2%)

1% more funds holding

Funds holding: 608614 (+6)

33% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 285

Holders
614
Holders Change
+6
Holders Change %
+0.99%
% of All Funds
9.74%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.75%
New
53
Increased
191
Reduced
285
Closed
40
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$896K +$142K +1,421 +19%
FMP
327
Financial Management Professionals
Texas
$889K -$32.8K -329 -4%
PA
328
Parallel Advisors
California
$888K -$3.69K -37 -0.4%
EP
329
Essential Planning
New Hampshire
$887K -$12.7K -127 -1%
FFN
330
Focus Financial Network
Minnesota
$887K -$100 -1 -0%
KPWS
331
Kestra Private Wealth Services
Texas
$883K +$19.5K +195 +2%
CFS
332
CGC Financial Services
Oregon
$882K -$290K -2,909 -25%
CA
333
Continuum Advisory
Idaho
$837K -$10.1K -101 -1%
MFG
334
Merit Financial Group
Georgia
$834K -$509K -5,096 -38%
RF
335
Robinswood Financial
Washington
$833K -$70.9K -710 -8%
FIM
336
Freedom Investment Management
Connecticut
$832K -$374K -3,744 -31%
AWM
337
Axxcess Wealth Management
California
$807K +$487K +4,885 +154%
ACA
338
Ascension Capital Advisors
Texas
$805K
Franklin Resources
339
Franklin Resources
California
$796K +$793K +7,950 New
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$791K +$20.7K +207 +3%
AIM
341
Anchor Investment Management
South Carolina
$780K
CIAS
342
Capital Investment Advisory Services
North Carolina
$775K +$89.7K +899 +13%
AA
343
Ancora Advisors
Ohio
$764K +$181K +1,818 +31%
VA
344
Valmark Advisers
Ohio
$763K +$202K +2,028 +36%
ST
345
Spinnaker Trust
Maine
$763K
1WM
346
1900 Wealth Management
Texas
$757K +$18.1K +181 +2%
LCM
347
Lunt Capital Management
Utah
$722K -$24.1K -241 -3%
PI
348
PFG Investments
New York
$721K -$30.3K -304 -4%
MCM
349
Manchester Capital Management
Vermont
$710K +$609K +6,100 +617%
CPW
350
Catalyst Private Wealth
California
$691K

MINT Hedge Fund Activity: Q3 2023 in Review

614 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q3 2023, worth a combined $6.69B — up 5.3% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MINT positions and 40 closed out — a net gain of 13 holders — while 191 added to existing stakes and 285 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $243M. The largest seller was Morgan Stanley, cutting an estimated $58.9M.

  • 614 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q3 2023, up from 608 in Q2 2023.
  • Funds reported $6.69B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 53 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q3 2023 and 40 closed out, a net change of +13 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q3 2023 was JP Morgan Chase, an estimated $243M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q3 2023 was Morgan Stanley, an estimated $58.9M sold.

Based on aggregated 13F filings for Q3 2023.