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

Top Sellers

1
PCM
1
Price Capital Management
Louisiana
$0
2
SMM
2
Stadion Money Management
Georgia
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$13.3M
4
MCA
4
Magnolia Capital Advisors
Mississippi
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
26
Family Management
New York
$40.3M +$5.26M +52,716 +15%
GW
27
GW & Wade
Massachusetts
$38.8M +$4.75M +47,591 +14%
AWM
28
AE Wealth Management
Kansas
$38.6M +$29.2M +290,940 +309%
FAM
29
Flaharty Asset Management
Florida
$38.1M +$4.19M +42,015 +12%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$37.3M -$3.37M -33,794 -8%
Charles Schwab
31
Charles Schwab
California
$36.2M -$1.89M -18,964 -5%
FTUS
32
Flow Traders U.S.
New York
$35.1M +$30.1M +301,880 +607%
State of Tennessee, Department of Treasury
33
State of Tennessee, Department of Treasury
Tennessee
$34.8M +$4.83M +48,353 +16%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$33.4M +$33.4M +334,806 New
EF
35
Empowered Funds
Pennsylvania
$33.3M +$33.3M +333,721 New
Stifel Financial
36
Stifel Financial
Missouri
$32.9M +$1.82M +18,236 +6%
Cerity Partners
37
Cerity Partners
New York
$31.7M +$17.2M +172,193 +119%
HighTower Advisors
38
HighTower Advisors
Illinois
$31.4M +$879K +8,811 +3%
WA
39
Waverly Advisors
Alabama
$29.8M -$10.4M -103,786 -26%
Truist Financial
40
Truist Financial
North Carolina
$29.6M -$1.86M -18,683 -6%
Creative Planning
41
Creative Planning
Kansas
$29.3M -$18.4M -184,352 -39%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$26.8M +$6.98M +69,984 +35%
BCM
43
Brookstone Capital Management
Illinois
$26.6M -$3.37M -33,723 -11%
DWM
44
Destination Wealth Management
California
$25.1M +$517K +5,183 +2%
MSA
45
Mason Street Advisors
Wisconsin
$24.5M – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$24.2M -$4.56M -45,662 -16%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$23.8M +$2.74M +27,493 +13%
LS
48
Leelyn Smith
Illinois
$21.2M +$1.12M +11,230 +6%
WT
49
Whittier Trust
California
$19.7M -$1.01M -10,101 -5%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$19.6M -$560K -5,610 -3%
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