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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

624 hedge funds and large institutions have $7.91B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 221 increasing their positions, 266 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
624
Holders Change
-38
Holders Change %
-5.74%
% of All Funds
9.05%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
53
Increased
221
Reduced
266
Closed
76
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$889K +$686K +6,826 +339%
HWA
327
Heritage Wealth Advisors
Virginia
$885K +$11.7K +116 +1%
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$858K -$39K -388 -4%
PIA
329
Powell Investment Advisors
Florida
$856K -$204K -2,029 -19%
Franklin Resources
330
Franklin Resources
California
$850K
IWS
331
Integrity Wealth Solutions
Colorado
$846K +$243K +2,415 +40%
CFS
332
CGC Financial Services
Oregon
$844K -$25.5K -254 -3%
W
333
WealthCollab
Washington
$844K +$218K +2,166 +35%
SFC
334
SYM Financial Corp
Indiana
$840K +$151K +1,506 +22%
CHJWM
335
Carlton Hofferkamp & Jenks Wealth Management
Texas
$840K -$115K -1,143 -12%
EP
336
Essential Planning
New Hampshire
$827K +$7.18K +72 +0.9%
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$827K +$3.82K +38 +0.5%
SWMG
338
Sard Wealth Management Group
Georgia
$823K +$10.9K +108 +1%
CAAS
339
Capital Asset Advisory Services
Michigan
$821K -$10.4M -104,110 -93%
PS
340
Planned Solutions
California
$821K -$42.9K -427 -5%
FFN
341
Focus Financial Network
Minnesota
$820K -$343K -3,418 -29%
AG
342
Ascent Group
Virginia
$820K -$68.1K -677 -8%
PAM
343
Peak Asset Management
Colorado
$795K -$2.51K -25 -0.3%
SL
344
Sentinus LLC
Illinois
$790K +$790K +7,855 New
PA
345
Parallel Advisors
California
$786K +$73.7K +733 +10%
TSS
346
Two Sigma Securities
New York
$786K +$786K +7,814 New
LNC
347
Lincoln National Corp
Pennsylvania
$770K -$292K -2,902 -27%
AF
348
Allworth Financial
California
$762K +$750K +7,459 +6,430%
FCBT
349
First Citizens Bank & Trust
North Carolina
$761K +$761K +7,572 New
AIM
350
Anchor Investment Management
South Carolina
$749K -$33.7K -335 -4%