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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
FWA
376
Freedom Wealth Alliance
Wisconsin
$640K -$9.72K -98 -1%
MOS
377
MGO One Seven
Ohio
$631K -$1.22M -12,272 -66%
FIA
378
Foundations Investment Advisors
Arizona
$628K +$628K +6,331 New
Fidelity Investments
379
Fidelity Investments
Massachusetts
$628K -$431K -4,340 -41%
SFI
380
SPC Financial Inc
Maryland
$625K -$69.5K -700 -10%
BPFA
381
Barnes Pettey Financial Advisors
Mississippi
$618K
PCWA
382
Pacific Capital Wealth Advisors
California
$617K -$1.44M -14,512 -70%
NC
383
NinePointTwo Capital
California
$613K +$613K +6,177 New
JSL
384
JT Stratford LLC
Georgia
$613K -$39.4K -397 -6%
RCM
385
Rain Capital Management
Oregon
$606K +$253K +2,549 +72%
RWB
386
RMR Wealth Builders
New Jersey
$603K -$69.4K -699 -10%
SIM
387
Stratos Investment Management
Ohio
$598K -$7.56M -76,205 -93%
WKWM
388
Walter & Keenan Wealth Management
Indiana
$596K +$99.2K +1,000 +20%
SFC
389
SYM Financial Corp
Indiana
$592K +$25.1K +253 +4%
ADL
390
Asset Dedication LLC
California
$587K -$5.66K -57 -1%
SAM
391
Summit Asset Management
Tennessee
$586K -$29.8K -300 -5%
HI
392
Hudock Inc
Pennsylvania
$586K -$211K -2,123 -26%
SW
393
StrongBox Wealth
Missouri
$583K +$18.1K +182 +3%
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$582K -$49K -494 -8%
AA
395
Ancora Advisors
Ohio
$576K +$198 +2 +0%
LK
396
Lumbard & Kellner
New Hampshire
$574K -$17.3K -174 -3%
BCM
397
Birch Capital Management
Texas
$566K -$277K -2,792 -33%
SMWM
398
Silvia McColl Wealth Management
California
$564K -$42.2K -425 -7%
EWM
399
Executive Wealth Management
Michigan
$563K +$33.6K +339 +6%
IP
400
Intellectus Partners
California
$553K -$180K -1,817 -25%