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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

677 hedge funds and large institutions have $7.47B 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, 205 increasing their positions, 335 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.86% more ownership

Funds ownership: 62.11%63.97% (+1.9%)

6% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 68

2% less funds holding

Funds holding: 691677 (-14)

5% less funds holding in top 10

Funds holding in top 10: 7672 (-4)

9% less capital invested

Capital invested by funds: $8.18B → $7.47B (-$717M)

39% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 335

Holders
677
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
1.21%
New
64
Increased
205
Reduced
335
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
426
Capital Asset Advisory Services
Michigan
$634K +$115K +1,154 +22%
PFWA
427
Paces Ferry Wealth Advisors
Georgia
$631K +$76K +763 +14%
CMS
428
Capital Market Strategies
Florida
$619K -$21.8K -219 -3%
JFA
429
JNBA Financial Advisors
Minnesota
$616K -$180K -1,807 -23%
BI
430
Berkeley Inc
Idaho
$609K -$133K -1,336 -18%
Wealth Enhancement Advisory Services
431
Wealth Enhancement Advisory Services
Minnesota
$606K +$610K +6,125 New
CCFM
432
Clear Creek Financial Management
Washington
$605K -$18.1K -182 -3%
FAIM
433
Financial Advocates Investment Management
Washington
$603K +$128K +1,290 +27%
AA
434
Advisory Alpha
Michigan
$601K -$32.2K -323 -5%
CCA
435
Checchi Capital Advisers
California
$596K +$598K +6,000 New
TCA
436
Transcend Capital Advisors
New Jersey
$593K -$29.5K -296 -5%
TWM
437
TriaGen Wealth Management
California
$590K -$99.6K -1,000 -14%
LK
438
Lumbard & Kellner
New Hampshire
$590K
HNB
439
Huntington National Bank
Ohio
$589K
ADL
440
Asset Dedication LLC
California
$586K -$73.7K -740 -11%
CWA
441
Centennial Wealth Advisory
Michigan
$584K +$239K +2,398 +69%
CRWM
442
Castle Rock Wealth Management
California
$579K
SSWM
443
Sheets Smith Wealth Management
North Carolina
$578K -$37K -371 -6%
Ameriprise
444
Ameriprise
Minnesota
$577K +$580K +5,824 New
CIA
445
Cascade Investment Advisors
Oregon
$577K -$3.39K -34 -0.6%
ACM
446
Alpha Capital Management
Texas
$575K -$11.2M -112,500 -95%
PPWM
447
Paragon Private Wealth Management
Kentucky
$574K
ACA
448
Aptus Capital Advisors
Alabama
$574K +$16.9K +170 +3%
SMH
449
Sanders Morris Harris
Texas
$573K
LW
450
Linscomb Wealth
Texas
$569K -$113K -1,136 -17%