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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

641 hedge funds and large institutions have $8.32B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 347 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $7.38B → $8.32B (+$941M)

1.89% less ownership

Funds ownership: 66.67%64.78% (-1.9%)

4% less funds holding

Funds holding: 668641 (-27)

12% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 77

29% less funds holding in top 10

Funds holding in top 10: 7352 (-21)

58% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 347

Holders
641
Holders Change
-27
Holders Change %
-4.04%
% of All Funds
10.3%
Holding in Top 10
52
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-28.77%
% of All Funds
0.84%
New
68
Increased
145
Reduced
347
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
351
Csenge Advisory Group
Florida
$859K -$3.52M -35,708 -80%
IAN
352
Integrated Advisors Network
Texas
$855K -$47.8K -485 -5%
BCM
353
Birch Capital Management
Texas
$838K +$48.6K +493 +6%
AWE
354
Avidian Wealth Enterprises
Texas
$834K -$52.6K -533 -6%
CPA
355
Cardiff Park Advisors
California
$833K +$2.37K +24 +0.3%
TW
356
Towerpoint Wealth
California
$829K -$823K -8,349 -50%
BFIM
357
Beese Fulmer Investment Management
Ohio
$821K -$422K -4,280 -34%
Kovitz Investment Group Partners
358
Kovitz Investment Group Partners
Illinois
$816K -$2.66K -27 -0.3%
SBIA
359
Sheaff Brock Investment Advisors
Indiana
$808K +$296 +3 +0%
EH
360
Equitable Holdings
New York
$804K -$235K -2,379 -23%
AWM
361
Aevitas Wealth Management
Massachusetts
$798K +$798K +8,092 New
SWM
362
Sanctuary Wealth Management
Idaho
$793K -$197K -1,994 -20%
PG
363
Proffitt & Goodson
Tennessee
$792K -$5.32K -54 -0.7%
HI
364
Hudock Inc
Pennsylvania
$792K -$128K -1,294 -14%
VA
365
Valmark Advisers
Ohio
$790K -$187K -1,893 -19%
WP
366
WMS Partners
Maryland
$789K
PPW
367
Pasadena Private Wealth
California
$784K +$783K +7,943 New
OPOWM
368
One Plus One Wealth Management
Florida
$777K -$15.7K -159 -2%
JSW
369
Journey Strategic Wealth
New Jersey
$775K +$419K +4,250 +118%
ACA
370
Ascension Capital Advisors
Texas
$774K -$93.5K -948 -11%
BC
371
Bartlett & Co
Ohio
$773K -$24.2K -245 -3%
BCWM
372
Bartlett & Co Wealth Management
Ohio
$772K -$24.2K -245 -3%
AIM
373
Anchor Investment Management
South Carolina
$768K
AWM
374
Aprio Wealth Management
Georgia
$761K -$10.8M -109,896 -93%
IFG
375
Independent Financial Group
California
$757K -$93.9K -952 -11%

MINT Hedge Fund Activity: Q4 2022 in Review

641 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q4 2022, worth a combined $8.32B — up 13% from $7.38B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of MINT and 68 opened new positions — a net loss of 9 holders — while 347 trimmed existing stakes and 145 added.

The largest buyer was Waverly Advisors, adding an estimated $63.2M. The largest seller was Morgan Stanley, cutting an estimated $611M.

  • 641 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q4 2022, down from 668 in Q3 2022.
  • Funds reported $8.32B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q4 2022, up 13% quarter-over-quarter.
  • 68 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q4 2022 and 77 closed out, a net change of -9 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q4 2022 was Waverly Advisors, an estimated $63.2M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q4 2022 was Morgan Stanley, an estimated $611M sold.

Based on aggregated 13F filings for Q4 2022.