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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

662 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, 192 increasing their positions, 271 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+50
Holders Change %
+8.17%
% of All Funds
9.71%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.56%
New
117
Increased
192
Reduced
271
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
326
Valmark Advisers
Ohio
$934K +$174K +1,746 +23%
ACP
327
Aveo Capital Partners
Colorado
$905K +$432K +4,332 +92%
MWM
328
Modern Wealth Management
Kansas
$902K +$902K +9,042 New
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$890K -$2.89K -29 -0.3%
FMP
330
Financial Management Professionals
Texas
$886K
AG
331
Ascent Group
Virginia
$885K +$244K +2,439 +38%
CIAS
332
Capital Investment Advisory Services
North Carolina
$879K +$107K +1,070 +14%
HWA
333
Heritage Wealth Advisors
Virginia
$866K +$866K +8,683 New
CFS
334
CGC Financial Services
Oregon
$863K -$15.1K -151 -2%
PS
335
Planned Solutions
California
$857K -$47.3K -474 -5%
Franklin Resources
336
Franklin Resources
California
$844K +$50.7K +508 +6%
CA
337
Continuum Advisory
Idaho
$840K +$6.39K +64 +0.8%
CIC
338
Cutler Investment Counsel
Oregon
$837K -$81.9K -817 -9%
MWM
339
Mission Wealth Management
California
$823K -$229K -2,295 -22%
EP
340
Essential Planning
New Hampshire
$820K -$64.2K -643 -7%
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$817K +$28.4K +285 +4%
SWMG
342
Sard Wealth Management Group
Georgia
$806K +$806K +8,080 New
PAM
343
Peak Asset Management
Colorado
$792K -$1.72M -17,252 -68%
AIM
344
Anchor Investment Management
South Carolina
$777K
HCP
345
Hexagon Capital Partners
Arkansas
$773K -$484K -4,848 -39%
CA
346
Cornerstone Advisory
Maryland
$769K +$343K +3,437 +81%
MAM
347
Milestone Asset Management
Pennsylvania
$733K +$733K +7,350 New
CFG
348
Citizens Financial Group
Rhode Island
$733K -$385K -3,855 -34%
BBA
349
Braun-Bostich & Associates
Pennsylvania
$730K +$730K +7,316 New
LCM
350
Lunt Capital Management
Utah
$719K