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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

523 hedge funds and large institutions have $6.95B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-18
Holders Change %
-3.33%
% of All Funds
11.55%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
1.77%
New
73
Increased
172
Reduced
232
Closed
81
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
451
Coldstream Capital Management
Washington
$258K -$350K -3,539 -58%
VFA
452
Voya Financial Advisors
Connecticut
$257K -$86.1K -871 -25%
LWP
453
Legacy Wealth Planning
Nevada
$251K -$757K -7,637 -75%
OAM
454
Occidental Asset Management
California
$247K -$34.6K -350 -12%
BCM
455
Breiter Capital Management
Florida
$247K +$247K +2,500 New
BC
456
Bartlett & Co
Ohio
$242K +$242K +2,440 New
BCWM
457
Bartlett & Co Wealth Management
Ohio
$242K -$1.4M -14,110 -85%
OPA
458
Old Port Advisors
Maine
$235K +$11.6K +117 +5%
MNBTD
459
Moody National Bank Trust Division
Texas
$232K +$1.98K +20 +0.9%
LWM
460
Lenox Wealth Management
Ohio
$230K +$19K +193 +9%
PS
461
Portfolio Solutions
Michigan
$226K +$226K +2,288 New
BCA
462
Bay Colony Advisors
Massachusetts
$222K -$80K -807 -26%
NCM
463
Nelson Capital Management
California
$220K
TF
464
TimeScale Financial
Massachusetts
$219K -$174K -1,763 -44%
JWCA
465
J.W. Coons Advisors
Ohio
$219K +$219K +2,190 New
I2I
466
Insight 2811 Inc
Illinois
$218K
PWP
467
Personal Wealth Partners
Minnesota
$218K +$14.4K +145 +7%
WANY
468
Wealthspire Advisors (New York)
New York
$206K +$206K +2,080 New
SIS
469
Sound Income Strategies
Florida
$202K
FAG
470
Financial Advisory Group
Texas
$200K -$92.5K -935 -32%
NL
471
NVWM LLC
Pennsylvania
$171K +$76.7K +776 +81%
PCFFS
472
Pacific Center for Financial Services
California
$154K
AIC
473
Ameritas Investment Company
Nebraska
$150K +$105K +1,053 +230%
LWCFA
474
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$148K
ARMC
475
American Research & Management Company
Massachusetts
$148K