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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

606 hedge funds and large institutions have $5.39B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 299 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 64.78%65.75% (+0.97%)

5% less funds holding

Funds holding: 641606 (-35)

13% less funds holding in top 10

Funds holding in top 10: 5245 (-7)

22% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 79

35% less capital invested

Capital invested by funds: $8.32B → $5.39B (-$2.93B)

45% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 299

Holders
606
Holders Change
-35
Holders Change %
-5.46%
% of All Funds
9.66%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.72%
New
62
Increased
165
Reduced
299
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$755K -$65.4K -659 -8%
NAS
352
Nicolet Advisory Services
Wisconsin
$754K +$755K +7,614 New
NFG
353
Nations Financial Group
Iowa
$753K -$8.14K -82 -1%
CIAS
354
Capital Investment Advisory Services
North Carolina
$749K +$369K +3,715 +97%
PG
355
Proffitt & Goodson
Tennessee
$743K -$53.8K -542 -7%
SBIA
356
Sheaff Brock Investment Advisors
Indiana
$740K -$73K -736 -9%
GFS
357
GYL Financial Synergies
Connecticut
$739K +$738K +7,443 New
DWMG
358
DB Wealth Management Group
California
$739K +$15.7K +158 +2%
SC
359
Savant Capital
Illinois
$735K +$532K +5,357 +262%
1WM
360
1900 Wealth Management
Texas
$723K
BFAG
361
Blackston Financial Advisory Group
Florida
$716K +$108K +1,086 +18%
FCA
362
FinTrust Capital Advisors
South Carolina
$714K
PWA
363
Phoenix Wealth Advisors
North Carolina
$713K +$39.8K +401 +6%
CCA
364
Checchi Capital Advisers
California
$713K +$712K +7,180 New
BFIM
365
Beese Fulmer Investment Management
Ohio
$704K -$123K -1,235 -15%
GF
366
Gries Financial
Ohio
$692K +$152K +1,533 +28%
ACP
367
Aviance Capital Partners
Florida
$691K +$1.49K +15 +0.2%
PSCM
368
Per Stirling Capital Management
Texas
$688K -$201K -2,024 -23%
AT
369
American Trust
Kentucky
$686K +$89.8K +905 +16%
CPW
370
Catalyst Private Wealth
California
$685K
WAM
371
Weatherly Asset Management
California
$683K +$314K +3,160 +85%
KPWS
372
Kestra Private Wealth Services
Texas
$680K -$50.3K -507 -7%
NW
373
NewEdge Wealth
Pennsylvania
$677K +$677K +6,821 New
RRA
374
Round Rock Advisors
Connecticut
$651K -$677K -6,823 -51%
FS
375
Ferguson Shapiro
Georgia
$647K -$579K -5,840 -47%