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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
CWM
526
CarsonAllaria Wealth Management
Illinois
$249K -$22.1K -221 -8%
RI
527
Ridgewood Investments
New Jersey
$249K
AFS
528
AFG Fiduciary Services
Massachusetts
$248K +$248K +2,480 New
EE
529
EWG Elevate
California
$243K +$244K +2,439 New
ACM
530
Advisors Capital Management
New Jersey
$242K
GKWIM
531
Gerber Kawasaki Wealth & Investment Management
California
$241K -$48.2K -482 -17%
Betterment LLC
532
Betterment LLC
New York
$240K +$6K +60 +3%
MWM
533
Maripau Wealth Management
Indiana
$240K -$14.8K -148 -6%
BA
534
Bridge Advisory
California
$237K -$1.49M -14,954 -86%
SF
535
Summit Financial
New Jersey
$237K -$6.3K -63 -3%
CTA
536
Colonial Trust Advisors
South Carolina
$236K +$2.5K +25 +1%
PPWM
537
Paragon Private Wealth Management
Kentucky
$236K
AA
538
Advisory Alpha
Michigan
$233K +$1.3K +13 +0.6%
TNBTD
539
Trustmark National Bank Trust Department
Mississippi
$233K -$236K -2,364 -50%
NC
540
Napatree Capital
Rhode Island
$233K +$233K +2,335 New
MI
541
Motiv8 Investments
Florida
$232K +$232K +2,324 New
ATPW
542
Ashton Thomas Private Wealth
Arizona
$232K -$43.3K -433 -16%
LBWM
543
Left Brain Wealth Management
Illinois
$225K +$225K +2,256 New
CTFG
544
Capstone Triton Financial Group
Oklahoma
$225K
KFGK
545
Keystone Financial Group (Kentucky)
Kentucky
$224K -$19.9K -199 -8%
BFA
546
Beacon Financial Advisory
Ohio
$222K +$222K +2,226 New
OPOWM
547
One Plus One Wealth Management
Florida
$222K
AWM
548
Avior Wealth Management
Nebraska
$218K -$109K -1,089 -33%
PA
549
Pineridge Advisors
Missouri
$215K +$215K +2,155 New
MM
550
Main Management
California
$215K