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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
Creative Planning
26
Creative Planning
Kansas
$47.5M -$15.7M -157,309 -25%
Charles Schwab
27
Charles Schwab
California
$46.1M -$787K -7,901 -2%
CG
28
Colony Group
Massachusetts
$45.8M +$4.09M +41,016 +10%
MA
29
Montag & Associates
Georgia
$45.2M +$1.21M +12,153 +3%
AWS
30
AJ Wealth Strategies
New York
$45.1M -$725K -7,279 -2%
TCM
31
TD Capital Management
Tennessee
$44.3M -$1.35M -13,552 -3%
BWA
32
BDO Wealth Advisors
Florida
$43.7M +$4.26M +42,718 +11%
EL
33
EQ LLC
Washington
$41.8M +$34.4M +345,065 +449%
SLF
34
Sun Life Financial
Ontario, Canada
$39.9M
BIAS
35
Beacon Investment Advisory Services
New Jersey
$39M -$96.4M -967,369 -71%
HH
36
Hilltop Holdings
Texas
$37.7M +$30.5M +306,465 +414%
RSWM
37
Robertson Stephens Wealth Management
California
$35.5M +$28.9M +290,027 +426%
JFGLC
38
Johnson Financial Group LLC (Colorado)
Colorado
$34.5M -$13.6M -136,968 -28%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$33.7M -$8.89M -89,248 -21%
AW
40
Avion Wealth
Texas
$32.7M -$6.31M -63,356 -16%
SCA
41
STALEY CAPITAL ADVISERS
Pennsylvania
$31.2M -$1.13M -11,366 -3%
EWM
42
Evermay Wealth Management
Virginia
$29.6M +$5.51M +55,328 +23%
MA
43
Mangham Associates
Virginia
$29.3M +$81K +813 +0.3%
RJA
44
Raymond James & Associates
Florida
$29.2M -$447K -4,488 -2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$28.7M -$32.5M -326,036 -53%
Citigroup
46
Citigroup
New York
$27.4M -$2.8M -28,116 -9%
KCM
47
Kathmere Capital Management
Pennsylvania
$27.3M -$1.28M -12,810 -4%
CA
48
CoreCap Advisors
Michigan
$27M +$19.7M +197,407 +265%
CAL
49
Capital Analysts LLC
Pennsylvania
$26.4M +$683K +6,859 +3%
IA
50
IFP Advisors
Florida
$26.1M