MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Overview Fund Activity

674 hedge funds and large institutions have $7.46B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 204 increasing their positions, 335 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
-14
Holders Change %
-2.03%
% of All Funds
11.4%
Holding in Top 10
72
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.26%
% of All Funds
1.22%
New
64
Increased
204
Reduced
335
Closed
68
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$115M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$106M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$105M
4
VCM
Virtue Capital Management
Tennessee
+$90M
5
HWM
HB Wealth Management
Georgia
+$75.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$316M
2
TF
Trek Financial
Arizona
-$200M
3
VWM
Venturi Wealth Management
Texas
-$197M
4
BIAS
Beacon Investment Advisory Services
New Jersey
-$95.9M
5
JWM
JFG Wealth Management
Colorado
-$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFWA
426
Paces Ferry Wealth Advisors
Georgia
$631K +$75.7K +763 +14%
CMS
427
Capital Market Strategies
Florida
$619K -$21.7K -219 -3%
JFA
428
JNBA Financial Advisors
Minnesota
$616K -$179K -1,807 -23%
BI
429
Berkeley Inc
Idaho
$609K -$132K -1,336 -18%
Wealth Enhancement Advisory Services
430
Wealth Enhancement Advisory Services
Minnesota
$606K +$606K +6,125 New
CCFM
431
Clear Creek Financial Management
Washington
$605K -$18K -182 -3%
FAIM
432
Financial Advocates Investment Management
Washington
$603K +$128K +1,290 +27%
AA
433
Advisory Alpha
Michigan
$601K -$32K -323 -5%
CCA
434
Checchi Capital Advisers
California
$596K +$596K +6,000 New
TCA
435
Transcend Capital Advisors
New Jersey
$593K -$29.3K -296 -5%
TWM
436
TriaGen Wealth Management
California
$590K -$99.1K -1,000 -14%
LK
437
Lumbard & Kellner
New Hampshire
$590K – – –
HNB
438
Huntington National Bank
Ohio
$589K -$596K – –
ADL
439
Asset Dedication LLC
California
$586K -$73.3K -740 -11%
CWA
440
Centennial Wealth Advisory
Michigan
$584K +$237K +2,398 +69%
CRWM
441
Castle Rock Wealth Management
California
$579K – – –
SSWM
442
Sheets Smith Wealth Management
North Carolina
$578K -$36.8K -371 -6%
Ameriprise
443
Ameriprise
Minnesota
$577K +$577K +5,824 New
CIA
444
Cascade Investment Advisors
Oregon
$577K -$3.37K -34 -0.6%
ACM
445
Alpha Capital Management
Texas
$575K -$11.2M -112,500 -95%
PPWM
446
Paragon Private Wealth Management
Kentucky
$574K – – –
ACA
447
Aptus Capital Advisors
Alabama
$574K +$16.9K +170 +3%
SMH
448
Sanders Morris Harris
Texas
$573K – – –
LW
449
Linscomb Wealth
Texas
$569K -$113K -1,136 -17%
SI
450
Stephens Inc
Arkansas
$562K -$250K -2,524 -31%
16 17
18
19 20