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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
EA
401
Everpar Advisors
Oklahoma
$557K +$557K +5,577 New
PI
402
PFG Investments
New York
$556K -$163K -1,626 -23%
FCA
403
FinTrust Capital Advisors
South Carolina
$554K -$22.8K -228 -4%
SWM
404
SilverOak Wealth Management
Minnesota
$546K +$547K +5,474 New
DWM
405
Drive Wealth Management
Utah
$544K -$1.95M -19,503 -78%
GAG
406
GM Advisory Group
New York
$543K +$50K +500 +10%
MIH
407
Meitav Investment House
Israel
$539K -$49.7K -497 -8%
HPM
408
Hudson Portfolio Management
New York
$536K +$66.3K +663 +14%
JFG
409
Jefferies Financial Group
New York
$527K +$528K +5,285 New
CRWM
410
Castle Rock Wealth Management
California
$525K
JFA
411
JNBA Financial Advisors
Minnesota
$524K +$77.6K +776 +17%
RC
412
Rovin Capital
Arizona
$514K +$285K +2,849 +124%
GT
413
Greenleaf Trust
Michigan
$511K
ST
414
Spinnaker Trust
Maine
$510K -$250K -2,500 -33%
GF
415
Gries Financial
Ohio
$500K +$74.4K +744 +17%
AT
416
Arden Trust
Delaware
$500K +$501K +5,012 New
DJSG
417
D.J. St. Germain
Massachusetts
$499K
HNB
418
Huntington National Bank
Ohio
$496K
WPIC
419
White Pine Investment Company
Michigan
$495K -$32.2K -322 -6%
SMWM
420
Silvia McColl Wealth Management
California
$494K +$6.2K +62 +1%
SPI
421
Santori & Peters Inc
Pennsylvania
$493K +$6.5K +65 +1%
C
422
Certuity
Florida
$492K -$700 -7 -0.1%
NS
423
NBC Securities
Alabama
$490K
Bank of New York Mellon
424
Bank of New York Mellon
New York
$489K -$10.1K -101 -2%
KFA
425
Kapstone Financial Advisors
Ohio
$488K +$486K +4,860 New