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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
SSWM
451
Strait & Sound Wealth Management
California
$396K +$53.7K +541 +16%
AWM
452
Aprio Wealth Management
Georgia
$393K -$373K -3,757 -49%
SSWM
453
Sheets Smith Wealth Management
North Carolina
$390K
WA
454
WBH Advisory
Maryland
$387K +$387K +3,899 New
PCMU
455
Paragon Capital Management (Utah)
Utah
$386K
TA
456
TFG Advisers
Michigan
$384K +$2.38K +24 +0.6%
CCM
457
Coldstream Capital Management
Washington
$383K
BCA
458
Bay Colony Advisors
Massachusetts
$382K +$35.2K +355 +10%
BC
459
Barrett & Company
Rhode Island
$382K -$38.7K -390 -9%
CCFM
460
Clear Creek Financial Management
Washington
$380K +$96.5K +973 +34%
GFA
461
Gallagher Fiduciary Advisors
Illinois
$375K +$375K +3,778 New
CT
462
Colonial Trust
South Carolina
$374K
CL
463
Choreo LLC
Illinois
$367K +$367K +3,702 New
CCA
464
Column Capital Advisors
Indiana
$367K +$37.2K +375 +11%
LHWM
465
Lake Hills Wealth Management
Texas
$362K
CAL
466
Capital Analysts LLC
Pennsylvania
$362K -$341K -3,441 -49%
SPL
467
Smart Portfolios LLC
Washington
$357K -$362K -3,650 -50%
TJHA
468
Thomas J. Herzfeld Advisors
Florida
$356K
RCIM
469
Red Cedar Investment Management
Michigan
$352K
PCIA
470
Prime Capital Investment Advisors
Kansas
$352K +$352K +3,548 New
RA
471
RFG Advisory
Alabama
$348K -$75.3K -759 -18%
IWC
472
Integrated Wealth Concepts
Massachusetts
$347K -$161K -1,627 -32%
T
473
TCWP
Ohio
$342K -$67.1K -676 -16%
TCA
474
Transcend Capital Advisors
New Jersey
$340K +$4.27K +43 +1%
CFD
475
Creative Financial Designs
Indiana
$337K +$260K +2,616 +338%