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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
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Overview Fund Activity

639 hedge funds and large institutions have $8.32B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 346 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
-26
Holders Change %
-3.91%
% of All Funds
10.31%
Holding in Top 10
52
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-27.78%
% of All Funds
0.84%
New
68
Increased
145
Reduced
346
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$2.18B
2
WA
Waverly Advisors
Alabama
+$63.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$29.4M
4
EC
Estate Counselors
Wisconsin
+$27.4M
5
GW
GW & Wade
Massachusetts
+$25.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$612M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$202M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$131M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
5
AssetMark Inc
AssetMark Inc
California
-$92.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
501
PFG Advisors
Arizona
$293K -$26.2K -266 -8%
AWM
502
Alterna Wealth Management
Texas
$293K -$3.39M -34,381 -92%
TCPWM
503
Traverso Chambers Private Wealth Management
California
$292K – – –
PAS
504
Park Avenue Securities
New York
$291K -$1.3M -13,180 -82%
NEPWA
505
New England Private Wealth Advisors
Massachusetts
$287K +$2.17K +22 +0.8%
KC
506
Kinloch Capital
Virginia
$283K – – –
CCFM
507
Clear Creek Financial Management
Washington
$283K -$27.9K -282 -9%
AC
508
Apella Capital
Connecticut
$282K -$15.1K -153 -5%
IWA
509
Icon Wealth Advisors
Texas
$278K – – –
AL
510
ACAS LLC
California
$277K +$277K +2,811 New
APWM
511
Atlas Private Wealth Management
New York
$275K -$30.7K -311 -10%
LWM
512
Ledge Wealth Management
Minnesota
$274K -$23.8K -241 -8%
MFG
513
Merit Financial Group
Georgia
$270K +$270K +2,733 New
AWM
514
Activest Wealth Management
Florida
$269K – – –
ESB
515
Essex Savings Bank
Connecticut
$268K -$101K -1,025 -27%
BFA
516
Beacon Financial Advisory
Ohio
$263K -$73K -740 -22%
RWA
517
Ropes Wealth Advisors
Massachusetts
$263K +$263K +2,665 New
KWM
518
Kingsview Wealth Management
Oregon
$262K +$197 +2 +0.1%
WHC
519
Wulff, Hansen & Co
California
$260K -$105K -1,069 -29%
AWM
520
Avior Wealth Management
Nebraska
$260K – – –
MWM
521
Maripau Wealth Management
Indiana
$257K +$4.67K +47 +2%
VWM
522
Vigilare Wealth Management
Arizona
$256K +$256K +2,599 New
SWM
523
SeaCrest Wealth Management
New York
$256K – – –
EAM
524
Empirical Asset Management
Massachusetts
$252K -$3.55K -36 -1%
COCM
525
Charter Oak Capital Management
New Hampshire
$252K -$148K -1,500 -37%
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