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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

525 hedge funds and large institutions have $6.95B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.51% more ownership

Funds ownership: 46%58.51% (+13%)

10% more capital invested

Capital invested by funds: $6.3B → $6.95B (+$650M)

5% more funds holding in top 10

Funds holding in top 10: 7680 (+4)

9% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 81

3% less funds holding

Funds holding: 542525 (-17)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 232

Holders
525
Holders Change
-17
Holders Change %
-3.14%
% of All Funds
11.57%
Holding in Top 10
80
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.26%
% of All Funds
1.76%
New
74
Increased
172
Reduced
232
Closed
81
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
501
Washington Trust
Rhode Island
$25K +$25.3K +250 New
IRC
502
Investors Research Corp
Georgia
$25K +$25.8K +255 New
SC
503
Steph & Co
Wisconsin
$23K -$102K -1,007 -82%
LPWM
504
Lake Point Wealth Management
Texas
$19K
PFSC
505
Peoples Financial Services Corp
Pennsylvania
$19K +$19.8K +196 New
VNA
506
Valley National Advisers
Pennsylvania
$18K
S
507
SignatureFD
Georgia
$16K -$524K -5,187 -97%
BHWM
508
Bay Harbor Wealth Management
Maryland
$14K
BWL
509
Bogart Wealth LLC
Virginia
$10K
FRA
510
Front Row Advisors
California
$10K +$10.1K +100 New
VFA
511
Valeo Financial Advisors
Indiana
$7K -$212K -2,101 -24%
JWM
512
Janiczek Wealth Management
Colorado
$6K
Loomis, Sayles & Company
513
Loomis, Sayles & Company
Massachusetts
$6K +$5.76K +57 New
WQ
514
Wealth Quarterback
New Jersey
$5.34K -$5.36K -53 -50%
EIP
515
Ellis Investment Partners
Pennsylvania
$5K
OAJ
516
Ogorek Anthony Joseph
New York
$3K -$274K -2,715 -99%
LC
517
Lindbrook Capital
California
$3K
BCMIO
518
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3.34K +33 New
RDWM
519
Red Door Wealth Management
Tennessee
$3K +$3.74K +37 New
GFPC
520
Global Financial Private Client
Florida
$2.97K
NL
521
NWAM LLC
Washington
$2.27K +$2.32M +22,973 New
CA
522
Clearstead Advisors
Ohio
$2K +$2.22K +22 New
GI
523
Gradient Investments
Minnesota
$1K -$13.3K -132 -95%
PWMG
524
Prestige Wealth Management Group
New Jersey
$1K -$910 -9 -45%
TWA
525
TCI Wealth Advisors
Arizona
$1K

MINT Hedge Fund Activity: Q1 2020 in Review

525 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q1 2020, worth a combined $6.95B — up 10% from $6.3B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of MINT and 74 opened new positions — a net loss of 7 holders — while 232 trimmed existing stakes and 172 added.

The largest buyer was Morgan Stanley, adding an estimated $728M. The largest seller was UBS Group, cutting an estimated $340M.

  • 525 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q1 2020, down from 542 in Q4 2019.
  • Funds reported $6.95B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q1 2020, up 10% quarter-over-quarter.
  • 74 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q1 2020 and 81 closed out, a net change of -7 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q1 2020 was Morgan Stanley, an estimated $728M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q1 2020 was UBS Group, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2020.