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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
MHR
326
Matthew Hamilton Rosenberg
$948K -$439K -4,393 -32%
VA
327
Valmark Advisers
Ohio
$934K +$175K +1,746 +23%
ACP
328
Aveo Capital Partners
Colorado
$905K +$433K +4,332 +92%
MWM
329
Modern Wealth Management
Kansas
$902K +$904K +9,042 New
Kovitz Investment Group Partners
330
Kovitz Investment Group Partners
Illinois
$890K -$2.9K -29 -0.3%
FMP
331
Financial Management Professionals
Texas
$886K
AG
332
Ascent Group
Virginia
$885K +$244K +2,439 +38%
CIAS
333
Capital Investment Advisory Services
North Carolina
$879K +$107K +1,070 +14%
HWA
334
Heritage Wealth Advisors
Virginia
$866K +$868K +8,683 New
CFS
335
CGC Financial Services
Oregon
$863K -$15.1K -151 -2%
PS
336
Planned Solutions
California
$857K -$47.4K -474 -5%
Franklin Resources
337
Franklin Resources
California
$844K +$50.8K +508 +6%
CA
338
Continuum Advisory
Idaho
$840K +$6.4K +64 +0.8%
CIC
339
Cutler Investment Counsel
Oregon
$837K -$81.7K -817 -9%
MWM
340
Mission Wealth Management
California
$823K -$229K -2,295 -22%
EP
341
Essential Planning
New Hampshire
$820K -$64.3K -643 -7%
WAP
342
Wealthcare Advisory Partners
Pennsylvania
$817K +$28.5K +285 +4%
SWMG
343
Sard Wealth Management Group
Georgia
$806K +$808K +8,080 New
PAM
344
Peak Asset Management
Colorado
$792K -$1.72M -17,252 -68%
AIM
345
Anchor Investment Management
South Carolina
$777K
HCP
346
Hexagon Capital Partners
Arkansas
$773K -$485K -4,848 -39%
CA
347
Cornerstone Advisory
Maryland
$769K +$344K +3,437 +81%
RF
348
Robinswood Financial
Washington
$741K -$88.5K -886 -11%
MAM
349
Milestone Asset Management
Pennsylvania
$733K +$735K +7,350 New
CFG
350
Citizens Financial Group
Rhode Island
$733K -$385K -3,855 -34%