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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
SLF
26
Sun Life Financial
Ontario, Canada
$39.9M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$37.3M -$4.98M -50,169 -12%
Mariner
28
Mariner
Kansas
$35.2M -$18.6M -187,501 -35%
BCM
29
Brookstone Capital Management
Illinois
$35.1M -$4.5M -45,352 -11%
KCM
30
Kathmere Capital Management
Pennsylvania
$34.9M +$1.53M +15,392 +5%
Creative Planning
31
Creative Planning
Kansas
$34.7M -$1.32M -13,267 -4%
GW
32
GW & Wade
Massachusetts
$33M -$8.32M -83,818 -20%
HighTower Advisors
33
HighTower Advisors
Illinois
$31.7M -$12.2M -122,486 -28%
FAM
34
Flaharty Asset Management
Florida
$31.5M +$24M +242,280 +322%
Renaissance Technologies
35
Renaissance Technologies
New York
$27.9M -$1.69M -17,000 -6%
Stifel Financial
36
Stifel Financial
Missouri
$27.8M -$9M -90,752 -24%
BWA
37
BDO Wealth Advisors
Florida
$25.9M -$563K -5,676 -2%
BIAS
38
Beacon Investment Advisory Services
New Jersey
$25.4M -$2.32M -23,384 -8%
MSA
39
Mason Street Advisors
Wisconsin
$24.4M
AW
40
Avion Wealth
Texas
$23.4M -$6.48M -65,259 -22%
DWM
41
Destination Wealth Management
California
$23.4M +$791K +7,977 +4%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$23.2M -$141K -1,426 -0.6%
RJA
43
Raymond James & Associates
Florida
$22.9M -$1.04M -10,448 -4%
AO
44
Advisor OS
Illinois
$22.8M -$876K -8,830 -4%
FM
45
Family Management
New York
$22.5M +$20.5M +206,659 +1,030%
JP Morgan Chase
46
JP Morgan Chase
New York
$22.4M +$5.69M +57,379 +34%
WT
47
Whittier Trust
California
$21.8M +$2.72M +27,381 +14%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$21.4M -$3.4M -34,303 -14%
SCA
49
STALEY CAPITAL ADVISERS
Pennsylvania
$21M -$2.64M -26,580 -11%
Cerity Partners
50
Cerity Partners
New York
$20.7M +$3.35M +33,750 +19%