We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

542 hedge funds and large institutions have $6.3B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 209 increasing their positions, 158 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 37

32% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 158

25% more funds holding in top 10

Funds holding in top 10: 6176 (+15)

16% more funds holding

Funds holding: 468542 (+74)

3% more capital invested

Capital invested by funds: $6.1B → $6.3B (+$198M)

2.02% less ownership

Funds ownership: 48.01%46% (-2%)

Holders
542
Holders Change
+74
Holders Change %
+15.81%
% of All Funds
10.68%
Holding in Top 10
76
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.59%
% of All Funds
1.5%
New
121
Increased
209
Reduced
158
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
401
Buckingham Strategic Wealth
Missouri
$448K +$219K +2,156 +96%
PSUF
402
People's United Financial
Connecticut
$447K +$7.93K +78 +2%
BFG
403
Barber Financial Group
Kansas
$430K +$81.6K +803 +23%
PWMAG
404
Pinnacle Wealth Management Advisory Group
New Jersey
$429K -$50.8K -500 -11%
ADBIC
405
A.D. Beadell Investment Counsel
Wisconsin
$419K +$203K +2,000 +94%
SFSG
406
Stearns Financial Services Group
North Carolina
$408K +$36.2K +356 +10%
PIG
407
Pantheon Investment Group
California
$406K +$407K +4,000 New
RA
408
RFG Advisory
Alabama
$405K +$7.73K +76 +2%
TF
409
TimeScale Financial
Massachusetts
$404K -$169K -1,664 -29%
AWM
410
Adams Wealth Management
Utah
$396K +$396K +3,898 New
PAMG
411
Patton Albertson Miller Group
Tennessee
$394K +$394K +3,877 New
RJT
412
Raymond James Trust
Florida
$371K
LRIA
413
Leonard Rickey Investment Advisors
Washington
$362K -$852K -8,385 -70%
GC
414
Gilbert & Cook
Iowa
$361K +$361K +3,556 New
BFM
415
Boston Financial Management
Massachusetts
$360K +$360K +3,544 New
MFG
416
Magnus Financial Group
New York
$356K +$102K +1,000 +40%
MIC
417
Meridian Investment Counsel
California
$356K +$102K +1,000 +40%
WB
418
Webster Bank
Connecticut
$353K
VFA
419
Voya Financial Advisors
Connecticut
$352K -$427K -4,199 -55%
RC
420
RegentAtlantic Capital
New Jersey
$347K +$2.03K +20 +0.6%
5L
421
55I LLC
Massachusetts
$340K -$704K -6,922 -67%
AIFAIM
422
American Institute for Advanced Investment Management
Arizona
$340K +$341K +3,350 New
CFG
423
Capstone Financial Group
Oklahoma
$339K +$339K +3,333 New
DWM
424
Destination Wealth Management
California
$330K +$21.2K +209 +7%
CRWM
425
Castle Rock Wealth Management
California
$326K +$7.12K +70 +2%

MINT Hedge Fund Activity: Q4 2019 in Review

542 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q4 2019, worth a combined $6.3B — up 3.3% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new MINT positions and 37 closed out — a net gain of 84 holders — while 209 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80.9M. The largest seller was UBS Group, cutting an estimated $37.2M.

  • 542 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q4 2019, up from 468 in Q3 2019.
  • Funds reported $6.3B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q4 2019, up 3.3% quarter-over-quarter.
  • 121 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q4 2019 and 37 closed out, a net change of +84 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q4 2019 was Morgan Stanley, an estimated $80.9M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q4 2019 was UBS Group, an estimated $37.2M sold.

Based on aggregated 13F filings for Q4 2019.