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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

688 hedge funds and large institutions have $9.01B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 251 increasing their positions, 251 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

45% more funds holding in top 10

Funds holding in top 10: 38 → 55 (+17)

8% more funds holding

Funds holding: 638 → 688 (+50)

4% more capital invested

Capital invested by funds: $8.62B → $9.01B (+$388M)

0% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 251

0.77% less ownership

Funds ownership: 72.67% → 71.9% (-0.77%)

Holders
688
Holders Change
+50
Holders Change %
+7.84%
% of All Funds
9.06%
Holding in Top 10
55
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+44.74%
% of All Funds
0.72%
New
114
Increased
251
Reduced
251
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$65M
2
EP
Essential Planning
New Hampshire
+$54.7M
3
AssetMark Inc
AssetMark Inc
California
+$49M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$44.2M
5
PCP
Proficio Capital Partners
Massachusetts
+$30.6M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$195M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$112M
3
Wells Fargo
Wells Fargo
California
-$77.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$60M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$39.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
701
VisionPoint Advisory Group
Texas
– -$1.65M -16,416 Closed
Susquehanna International Group
702
Susquehanna International Group
Pennsylvania
– -$1.38M -13,736 Closed
HWA
703
Heritage Wealth Advisors
Virginia
– -$1.09M -10,803 Closed
FEM
704
Fulcrum Equity Management
Texas
– -$998K -9,910 Closed
HF
705
HRT Financial
New York
– -$946K -9,403 Closed
Prudential Financial
706
Prudential Financial
New Jersey
– -$890K -8,841 Closed
EMAM
707
Encompass More Asset Management
California
– -$697K -6,927 Closed
M
708
MOTCO
Texas
– -$609K -6,049 Closed
EA
709
Enclave Advisors
Texas
– -$503K -4,992 Closed
ECG
710
Edge Capital Group
Georgia
– -$472K -4,691 Closed
CI
711
CPR Investments
Michigan
– -$459K -4,559 Closed
TI
712
TrueMark Investments
Illinois
– -$416K -4,135 Closed
KFA
713
Kapstone Financial Advisors
Ohio
– -$407K -4,040 Closed
SAM
714
Summit Asset Management
Tennessee
– -$365K -3,629 Closed
MSAM
715
Moloney Securities Asset Management
Missouri
– -$355K -3,528 Closed
AWA
716
Adapt Wealth Advisors
Georgia
– -$345K -3,426 Closed
FAM
717
Frontier Asset Management
Wyoming
– -$343K -3,403 Closed
CCM
718
Crabel Capital Management
California
– -$335K -3,329 Closed
MBT
719
Montecito Bank & Trust
California
– -$309K -3,072 Closed
Thrivent Financial for Lutherans
720
Thrivent Financial for Lutherans
Minnesota
– -$304K -3,016 Closed
PWP
721
Pursue Wealth Partners
California
– -$253K -2,516 Closed
BWM
722
Bulltick Wealth Management
Florida
– -$247K -2,450 Closed
BCM
723
BluePath Capital Management
Georgia
– -$238K -2,360 Closed
BFG
724
Bleakley Financial Group
New Jersey
– -$226K -2,240 Closed
DWS
725
Discipline Wealth Solutions
South Carolina
– -$225K -2,231 Closed
26 27 28
29
30

MINT Hedge Fund Activity: Q4 2024 in Review

688 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q4 2024, worth a combined $9.01B — up 4.5% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MINT positions and 50 closed out — a net gain of 64 holders — while 251 added to existing stakes and 251 trimmed.

The largest buyer was LPL Financial, adding an estimated $65M. The largest seller was Allianz Asset Management, cutting an estimated $195M.

  • 688 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q4 2024, up from 638 in Q3 2024.
  • Funds reported $9.01B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 114 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q4 2024 and 50 closed out, a net change of +64 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q4 2024 was LPL Financial, an estimated $65M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q4 2024 was Allianz Asset Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2024.