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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

664 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, 193 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 58

23% more capital invested

Capital invested by funds: $6.69B → $8.19B (+$1.51B)

10.07% more ownership

Funds ownership: 69.93%80% (+10%)

8% more funds holding

Funds holding: 614664 (+50)

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

29% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 272

Holders
664
Holders Change
+50
Holders Change %
+8.14%
% of All Funds
9.68%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.55%
New
117
Increased
193
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
451
Greatmark Investment Partners
Georgia
$412K -$153K -1,530 -27%
EWMCB
452
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$404K -$17.1K -171 -4%
SSB
453
Sandy Spring Bank
Maryland
$402K
SIM
454
Stratos Investment Management
Ohio
$392K -$64.6K -646 -14%
LWA
455
Lantern Wealth Advisors
New York
$390K +$391K +3,908 New
CCFM
456
Clear Creek Financial Management
Washington
$388K -$12.2K -122 -3%
ECG
457
Edge Capital Group
Georgia
$387K -$141K -1,414 -27%
TA
458
TFG Advisers
Michigan
$387K -$5.4K -54 -1%
LK
459
Lumbard & Kellner
New Hampshire
$386K -$140K -1,399 -27%
JSL
460
JT Stratford LLC
Georgia
$386K +$200 +2 +0.1%
AT
461
American Trust
Kentucky
$384K -$51.4K -514 -12%
SS
462
Sunbelt Securities
Texas
$384K
BC
463
Barrett & Company
Rhode Island
$377K -$10.7K -107 -3%
CIBC Private Wealth Group
464
CIBC Private Wealth Group
Georgia
$374K +$375K +3,750 New
ACM
465
Alpha Capital Management
Texas
$374K
WAM
466
Weatherly Asset Management
California
$374K -$172K -1,720 -32%
GA
467
Goldstein Advisors
Wisconsin
$369K +$370K +3,699 New
SSWM
468
Sheets Smith Wealth Management
North Carolina
$364K +$20K +200 +6%
AFO
469
Arrowroot Family Office
California
$363K +$2.3K +23 +0.6%
LWM
470
Laidlaw Wealth Management
New York
$362K -$13.6K -136 -4%
CWA
471
Centennial Wealth Advisory
Michigan
$356K +$357K +3,572 New
SI
472
Stephens Inc
Arkansas
$355K
GWMR
473
GC Wealth Management RIA
Massachusetts
$355K +$355K +3,554 New
TSWM
474
Tyler-Stone Wealth Management
Ohio
$352K -$36.1K -361 -9%
CMS
475
Capital Market Strategies
Florida
$350K