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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

677 hedge funds and large institutions have $7.47B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 205 increasing their positions, 335 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.86% more ownership

Funds ownership: 62.11%63.97% (+1.9%)

6% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 68

2% less funds holding

Funds holding: 691677 (-14)

5% less funds holding in top 10

Funds holding in top 10: 7672 (-4)

9% less capital invested

Capital invested by funds: $8.18B → $7.47B (-$717M)

39% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 335

Holders
677
Holders Change
-14
Holders Change %
-2.03%
% of All Funds
11.4%
Holding in Top 10
72
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.26%
% of All Funds
1.21%
New
64
Increased
205
Reduced
335
Closed
68
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
701
NewEdge Wealth
Pennsylvania
-$530K -5,295 Closed
RA
702
RFG Advisory
Alabama
-$496K -4,955 Closed
ACG
703
Allen Capital Group
Nebraska
-$483K -4,821 Closed
PA
704
Probity Advisors
Texas
-$468K -4,672 Closed
SLWA
705
San Luis Wealth Advisors
California
-$467K -4,595 Closed
PJSIMP
706
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$417K -4,179 Closed
AWM
707
Accurate Wealth Management
Florida
-$336K -3,352 Closed
CFS
708
CRA Financial Services
New Jersey
-$316K -3,150 Closed
ZIM
709
Zacks Investment Management
Illinois
-$312K -3,118 Closed
BFM
710
Boston Financial Management
Massachusetts
-$305K -3,044 Closed
CPWMP
711
Cardinal Point Wealth Management Partners
California
-$298K -2,980 Closed
HDIM
712
Hanson & Doremus Investment Management
Vermont
-$295K -2,947 Closed
LWAC
713
Laurel Wealth Advisors (California)
California
-$290K -2,896 Closed
TI
714
Trexquant Investment
Connecticut
-$279K -2,788 Closed
TAM
715
Tocqueville Asset Management
New York
-$275K -2,750 Closed
SFPG
716
Stonebridge Financial Planning Group
Florida
-$271K -2,710 Closed
FZCM
717
Flynn Zito Capital Management
New York
-$247K -2,466 Closed
SFG
718
Synergy Financial Group
California
-$246K -2,457 Closed
NLP
719
Next Level Private
New York
-$241K -2,404 Closed
MW
720
Marcum Wealth
Ohio
-$239K -2,391 Closed
JCM
721
Janney Capital Management
Pennsylvania
-$218K -2,178 Closed
PWP
722
Personal Wealth Partners
Minnesota
-$201K -2,006 Closed
CWG
723
Cornerstone Wealth Group
North Carolina
-$200K -2,000 Closed
SAA
724
Southeast Asset Advisors
Georgia
-$200K -2,000 Closed
DB
725
Dravo Bay
Delaware
-$187K -1,869 Closed