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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

631 hedge funds and large institutions have $8.27B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 233 increasing their positions, 257 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7.93B → $8.27B (+$339M)

0.99% more ownership

Funds ownership: 55.6%56.6% (+0.99%)

8% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 60

9% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 257

1% less funds holding in top 10

Funds holding in top 10: 8382 (-1)

2% less funds holding

Funds holding: 641631 (-10)

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
11.08%
Holding in Top 10
82
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.2%
% of All Funds
1.44%
New
55
Increased
233
Reduced
257
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
501
RegentAtlantic Capital
New Jersey
$369K -$21K -206 -5%
CCM
502
Coldstream Capital Management
Washington
$366K
BSW
503
Buckingham Strategic Wealth
Missouri
$362K
BFM
504
Boston Financial Management
Massachusetts
$361K
MIC
505
Meridian Investment Counsel
California
$357K
CFD
506
Creative Financial Designs
Indiana
$352K +$1.23K +12 +0.3%
PP
507
Palladium Partners
Virginia
$340K +$341K +3,340 New
IFG
508
Independent Financial Group
California
$340K -$16.1K -158 -5%
TCWM
509
Total Clarity Wealth Management
Illinois
$331K +$29.1K +285 +10%
FAM
510
Flaharty Asset Management
Florida
$327K
CAN
511
Claraphi Advisory Network
United States
$325K -$438K -4,293 -57%
CPWM
512
Cardinal Point Wealth Management
California
$324K +$20.4K +200 +7%
CL
513
CIM LLC
New York
$324K +$59.9K +587 +23%
RA
514
Riversedge Advisors
Delaware
$323K +$46.6K +457 +17%
KTC
515
Kistler-Tiffany Companies
Pennsylvania
$322K +$102 +1 +0%
CFS
516
CRA Financial Services
New Jersey
$321K
OMC
517
Overbrook Management Corp
New York
$308K +$102 +1 +0%
TCPWM
518
Traverso Chambers Private Wealth Management
California
$307K
WKWM
519
Walter & Keenan Wealth Management
Indiana
$306K
KFP
520
KMG Fiduciary Partners
Ohio
$301K -$134K -1,318 -31%
HDIM
521
Hanson & Doremus Investment Management
Vermont
$300K
Vontobel Holding
522
Vontobel Holding
Switzerland
$300K +$300K +2,942 New
SBL
523
Sargent Bickham Lagudis
Colorado
$294K +$294K +2,878 +26,164%
NHC
524
Nicholas Hoffman & Company
Georgia
$291K +$291K +2,856 New
NRI
525
NFP Retirement Inc
California
$289K -$61.4K -602 -18%

MINT Hedge Fund Activity: Q1 2021 in Review

631 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q1 2021, worth a combined $8.27B — up 4.3% from $7.93B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of MINT and 55 opened new positions — a net loss of 5 holders — while 257 trimmed existing stakes and 233 added.

The largest buyer was Morgan Stanley, adding an estimated $167M. The largest seller was UBS Group, cutting an estimated $57.7M.

  • 631 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q1 2021, down from 641 in Q4 2020.
  • Funds reported $8.27B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q1 2021, up 4.3% quarter-over-quarter.
  • 55 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q1 2021 and 60 closed out, a net change of -5 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q1 2021 was Morgan Stanley, an estimated $167M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q1 2021 was UBS Group, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2021.