We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

664 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, 193 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 58

23% more capital invested

Capital invested by funds: $6.69B → $8.19B (+$1.51B)

10.07% more ownership

Funds ownership: 69.93%80% (+10%)

8% more funds holding

Funds holding: 614664 (+50)

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

29% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 272

Holders
664
Holders Change
+50
Holders Change %
+8.14%
% of All Funds
9.68%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.55%
New
117
Increased
193
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
501
New England Private Wealth Advisors
Massachusetts
$305K +$4K +40 +1%
M&T Bank
502
M&T Bank
New York
$300K -$362K -3,618 -55%
KV
503
Kickstand Ventures
New York
$289K -$18.1K -181 -6%
IC
504
IEQ Capital
California
$288K +$288K +2,886 New
HWM
505
Howard Wealth Management
Connecticut
$287K -$165K -1,655 -37%
IWA
506
Icon Wealth Advisors
Texas
$281K +$281K +2,816 New
TFS
507
Thoroughbred Financial Services
Tennessee
$281K +$282K +2,822 New
CGPCS
508
Capital Group Private Client Services
California
$279K +$3.7K +37 +1%
RFWA
509
RPg Family Wealth Advisory
Massachusetts
$272K -$3.5K -35 -1%
SFI
510
SPC Financial Inc
Maryland
$269K -$20K -200 -7%
SAW
511
Signal Advisors Wealth
Michigan
$265K +$264K +2,640 New
CIA
512
Concurrent Investment Advisors
Florida
$264K +$265K +2,648 New
DIM
513
Delta Investment Management
California
$263K -$19.2K -192 -7%
WCFA
514
Walkner Condon Financial Advisors
Wisconsin
$261K +$22.3K +223 +9%
PWG
515
Portside Wealth Group
Utah
$260K -$69.8K -698 -21%
EAM
516
Empirical Asset Management
Massachusetts
$258K +$2K +20 +0.8%
AAS
517
Asset Allocation Strategies
Michigan
$257K +$258K +2,579 New
SOS
518
Silver Oak Securities
Tennessee
$257K -$52.9K -529 -17%
B
519
Bridgeworth
Alabama
$256K +$200 +2 +0.1%
WG
520
Welch Group
Alabama
$254K +$254K +2,542 New
TI
521
Tidal Investments
Wisconsin
$253K -$327K -3,267 -56%
AL
522
ADE LLC
Maryland
$252K
ATC
523
Argent Trust Co
Tennessee
$250K -$767K -7,677 -75%
SDH
524
Sloy Dahl & Holst
Washington
$249K
TCG
525
Transcendent Capital Group
Oklahoma
$249K +$250K +2,500 New