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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
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Overview Fund Activity

662 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, 192 increasing their positions, 271 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+50
Holders Change %
+8.17%
% of All Funds
9.71%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.56%
New
117
Increased
192
Reduced
271
Closed
58
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.54B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15B
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$84.3M
4
Wells Fargo
Wells Fargo
California
$823M
5
AssetMark Inc
AssetMark Inc
California
$487M

Top Sellers

1
PCM
Price Capital Management
Louisiana
$0
2
SMM
Stadion Money Management
Georgia
$0
3
KCM
Kathmere Capital Management
Pennsylvania
$13.3M
4
MCA
Magnolia Capital Advisors
Mississippi
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
451
Sandy Spring Bank
Maryland
$402K – – –
SIM
452
Stratos Investment Management
Ohio
$392K -$64.5K -646 -14%
LWA
453
Lantern Wealth Advisors
New York
$390K +$390K +3,908 New
CCFM
454
Clear Creek Financial Management
Washington
$388K -$12.2K -122 -3%
ECG
455
Edge Capital Group
Georgia
$387K -$141K -1,414 -27%
TA
456
TFG Advisers
Michigan
$387K -$5.39K -54 -1%
LK
457
Lumbard & Kellner
New Hampshire
$386K -$140K -1,399 -27%
JSL
458
JT Stratford LLC
Georgia
$386K +$200 +2 +0.1%
AT
459
American Trust
Kentucky
$384K -$51.3K -514 -12%
SS
460
Sunbelt Securities
Texas
$384K – – –
BC
461
Barrett & Company
Rhode Island
$377K -$10.7K -107 -3%
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$374K +$374K +3,750 New
ACM
463
Alpha Capital Management
Texas
$374K – – –
WAM
464
Weatherly Asset Management
California
$374K -$172K -1,720 -32%
GA
465
Goldstein Advisors
Wisconsin
$369K +$369K +3,699 New
SSWM
466
Sheets Smith Wealth Management
North Carolina
$364K +$20K +200 +6%
AFO
467
Arrowroot Family Office
California
$363K +$2.3K +23 +0.6%
LWM
468
Laidlaw Wealth Management
New York
$362K -$13.6K -136 -4%
CWA
469
Centennial Wealth Advisory
Michigan
$356K +$356K +3,572 New
SI
470
Stephens Inc
Arkansas
$355K – – –
GWMR
471
GC Wealth Management RIA
Massachusetts
$355K +$355K +3,554 New
TSWM
472
Tyler-Stone Wealth Management
Ohio
$352K -$36K -361 -9%
CMS
473
Capital Market Strategies
Florida
$350K – – –
SPL
474
Smart Portfolios LLC
Washington
$350K -$7.51K -75 -2%
OAM
475
Occidental Asset Management
California
$345K +$345K +3,453 New
17 18
19
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