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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

608 hedge funds and large institutions have $6.35B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 188 increasing their positions, 284 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $5.39B → $6.35B (+$961M)

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

3.01% more ownership

Funds ownership: 65.75%68.76% (+3%)

0% more funds holding

Funds holding: 606608 (+2)

4% less funds holding in top 10

Funds holding in top 10: 4543 (-2)

34% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 284

Holders
608
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
9.55%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.68%
New
64
Increased
188
Reduced
284
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
626
King Wealth Management Group
Florida
-$869K -8,759 Closed
NAS
627
Nicolet Advisory Services
Wisconsin
-$754K -7,614 Closed
BFAG
628
Blackston Financial Advisory Group
Florida
-$716K -7,213 Closed
CCA
629
Checchi Capital Advisers
California
-$713K -7,180 Closed
FS
630
Ferguson Shapiro
Georgia
-$647K -6,516 Closed
MOS
631
MGO One Seven
Ohio
-$631K -6,360 Closed
BPFA
632
Barnes Pettey Financial Advisors
Mississippi
-$618K -6,223 Closed
PCWA
633
Pacific Capital Wealth Advisors
California
-$617K -6,213 Closed
WKWM
634
Walter & Keenan Wealth Management
Indiana
-$596K -6,000 Closed
LK
635
Lumbard & Kellner
New Hampshire
-$574K -5,787 Closed
JAG
636
Journey Advisory Group
Kentucky
-$507K -5,105 Closed
LSA
637
Lion Street Advisors
Texas
-$496K -5,000 Closed
Ameriprise
638
Ameriprise
Minnesota
-$470K -4,734 Closed
MNBTD
639
Moody National Bank Trust Division
Texas
-$469K -4,723 Closed
TA
640
Tiedemann Advisors
New York
-$442K -4,458 Closed
PCMU
641
Paragon Capital Management (Utah)
Utah
-$386K -3,885 Closed
CL
642
Choreo LLC
Illinois
-$367K -3,702 Closed
LHWM
643
Lake Hills Wealth Management
Texas
-$362K -3,651 Closed
RGF
644
Retirement Guys Formula
Ohio
-$318K -3,206 Closed
ICP
645
Interchange Capital Partners
Pennsylvania
-$301K -3,028 Closed
ZIM
646
Zacks Investment Management
Illinois
-$300K -3,021 Closed
TCPWM
647
Traverso Chambers Private Wealth Management
California
-$294K -2,963 Closed
LIG
648
Lokken Investment Group
Delaware
-$274K -2,761 Closed
ESB
649
Essex Savings Bank
Connecticut
-$255K -2,567 Closed
TCWM
650
Total Clarity Wealth Management
Illinois
-$248K -2,495 Closed

MINT Hedge Fund Activity: Q2 2023 in Review

608 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q2 2023, worth a combined $6.35B — up 18% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MINT positions and 56 closed out — a net gain of 8 holders — while 188 added to existing stakes and 284 trimmed.

The largest buyer was Wells Fargo, adding an estimated $498M. The largest seller was UBS Group, cutting an estimated $32.1M.

  • 608 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q2 2023, up from 606 in Q1 2023.
  • Funds reported $6.35B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q2 2023, up 18% quarter-over-quarter.
  • 64 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q2 2023 and 56 closed out, a net change of +8 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q2 2023 was Wells Fargo, an estimated $498M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q2 2023 was UBS Group, an estimated $32.1M sold.

Based on aggregated 13F filings for Q2 2023.