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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
CWG
376
Crown Wealth Group
North Carolina
$620K +$621K +6,215 New
NFG
377
Nations Financial Group
Iowa
$618K -$70.9K -709 -10%
LWM
378
Lodestone Wealth Management
Washington
$613K +$113K +1,127 +22%
MCM
379
Manchester Capital Management
Vermont
$609K -$98.8K -989 -14%
FIA
380
Foundations Investment Advisors
Arizona
$607K -$1.6K -16 -0.3%
AA
381
Ancora Advisors
Ohio
$605K -$157K -1,567 -21%
SPIA
382
Steward Partners Investment Advisory
New York
$602K -$4.51M -45,091 -88%
IWS
383
Integrity Wealth Solutions
Colorado
$602K +$600K +6,002 New
ASN
384
Advisory Services Network
Georgia
$601K -$25.4K -254 -4%
SIG
385
Spinnaker Investment Group
California
$596K +$597K +5,975 New
AWA
386
Archvest Wealth Advisors
California
$592K -$82.1K -821 -12%
IAN
387
Integrated Advisors Network
Texas
$591K -$55.9K -559 -9%
ADL
388
Asset Dedication LLC
California
$590K
MC
389
Moors & Cabot
Massachusetts
$587K -$22K -220 -4%
PJWM
390
Philip James Wealth Mangement
Georgia
$586K +$587K +5,872 New
PSCM
391
Per Stirling Capital Management
Texas
$582K -$100K -1,001 -15%
BFIM
392
Beese Fulmer Investment Management
Ohio
$581K -$51.5K -515 -8%
SAM
393
Summit Asset Management
Tennessee
$580K -$25K -250 -4%
FIM
394
Freedom Investment Management
Connecticut
$578K -$252K -2,517 -30%
AWM
395
Adams Wealth Management
Utah
$575K +$576K +5,761 New
RIA
396
Realta Investment Advisors
Delaware
$571K -$364K -3,638 -39%
PIWA
397
Prevail Innovative Wealth Advisors
Kansas
$570K +$183K +1,835 +47%
Fidelity Investments
398
Fidelity Investments
Massachusetts
$569K -$28.3K -283 -5%
LAS
399
Lloyd Advisory Services
Georgia
$568K +$569K +5,695 New
SFC
400
Strategic Financial Concepts
Texas
$560K +$560K +5,608 New