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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
MIA
476
MMBG Investment Advisors
Florida
$329K -$123K -1,235 -27%
TA
477
TruWealth Advisors
Louisiana
$328K +$11.5K +116 +4%
AWM
478
Axxcess Wealth Management
California
$325K +$15.6K +157 +5%
AFS
479
Access Financial Services
Minnesota
$323K -$4.96K -50 -2%
RGF
480
Retirement Guys Formula
Ohio
$318K -$19.3K -195 -6%
QPW
481
Quantum Private Wealth
Florida
$318K
AIA
482
Armor Investment Advisors
North Carolina
$316K -$66.4K -669 -17%
LWP
483
LMG Wealth Partners
Louisiana
$311K -$588K -5,926 -65%
ICP
484
Interchange Capital Partners
Pennsylvania
$301K +$300K +3,028 New
ZIM
485
Zacks Investment Management
Illinois
$300K +$300K +3,021 New
B
486
Bridgeworth
Alabama
$298K -$98.8K -996 -25%
TCPWM
487
Traverso Chambers Private Wealth Management
California
$294K
NEPWA
488
New England Private Wealth Advisors
Massachusetts
$292K +$2.88K +29 +1%
Financial Engines Advisors
489
Financial Engines Advisors
California
$291K +$46.5K +469 +19%
RFWA
490
RPg Family Wealth Advisory
Massachusetts
$291K +$291K +2,930 New
SC
491
Sepio Capital
Utah
$291K -$34.4K -347 -11%
BTI
492
Blue Trust Inc
Georgia
$286K +$138K +1,393 +93%
KC
493
Kinloch Capital
Virginia
$285K
PA
494
PFG Advisors
Arizona
$281K -$14.1K -142 -5%
IWP
495
Icon Wealth Partners
Texas
$279K +$279K +2,816 New
LIG
496
Lokken Investment Group
Delaware
$274K +$274K +2,761 New
AL
497
ACAS LLC
California
$270K -$9.03K -91 -3%
KWM
498
Kingsview Wealth Management
Oregon
$264K +$298 +3 +0.1%
WHC
499
Wulff, Hansen & Co
California
$262K
ACP
500
Aveo Capital Partners
Colorado
$257K +$37.2K +375 +17%