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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
CA
401
Continuum Advisory
Idaho
$552K +$552K +5,561 New
JFA
402
JNBA Financial Advisors
Minnesota
$549K -$111K -1,115 -17%
CAAS
403
Capital Asset Advisory Services
Michigan
$542K -$44.8K -452 -8%
AG
404
Ascent Group
Virginia
$541K +$541K +5,454 New
ASN
405
Advisory Services Network
Georgia
$539K -$25.3K -255 -4%
SWP
406
Stratos Wealth Partners
Ohio
$539K -$565K -5,692 -51%
ECG
407
Edge Capital Group
Georgia
$532K
CRWM
408
Castle Rock Wealth Management
California
$521K
CIP
409
Capital Insight Partners
Arizona
$516K -$154K -1,555 -23%
SMA
410
Sage Mountain Advisors
Georgia
$513K +$30.6K +308 +6%
Koshinski Asset Management
411
Koshinski Asset Management
Illinois
$512K -$75K -756 -13%
GT
412
Greenleaf Trust
Michigan
$508K
JAG
413
Journey Advisory Group
Kentucky
$507K -$1.56M -15,714 -75%
HPM
414
Hudson Portfolio Management
New York
$506K -$372K -3,750 -42%
SWM
415
SeaCrest Wealth Management
New York
$505K +$248K +2,500 +96%
GM
416
GeoWealth Management
Illinois
$501K -$2.68K -27 -0.5%
SI
417
Stephens Inc
Arkansas
$500K -$26.8K -270 -5%
JSW
418
Journey Strategic Wealth
New Jersey
$496K -$284K -2,861 -36%
LSA
419
Lion Street Advisors
Texas
$496K +$496K +5,000 New
TIAM2
420
Tru Independence Asset Management 2
Oregon
$496K +$496K +5,000 New
HW
421
Hamilton Wealth
California
$494K -$144K -1,454 -23%
GAG
422
GM Advisory Group
New York
$491K
JCM
423
Jacobi Capital Management
Pennsylvania
$481K
OPOWM
424
One Plus One Wealth Management
Florida
$477K -$304K -3,064 -39%
HNB
425
Huntington National Bank
Ohio
$477K