We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

361 hedge funds and large institutions have $3.71B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 25

24% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 110

14% more funds holding

Funds holding: 317361 (+44)

9% more capital invested

Capital invested by funds: $3.41B → $3.71B (+$304M)

5% more funds holding in top 10

Funds holding in top 10: 3840 (+2)

0.97% more ownership

Funds ownership: 45.41%46.39% (+0.97%)

Holders
361
Holders Change
+44
Holders Change %
+13.88%
% of All Funds
8.19%
Holding in Top 10
40
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.26%
% of All Funds
0.91%
New
70
Increased
136
Reduced
110
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lenox Wealth Management
Ohio
$11.4M +$1.2M +11,779 +12%
BCM
52
Brookstone Capital Management
Illinois
$11.3M +$10.4M +102,138 +1,104%
RBC
53
Roble Belko & Company
Pennsylvania
$11.2M +$4.92M +48,359 +78%
CCA
54
Cobblestone Capital Advisors
New York
$11.2M +$11.2M +110,570 New
MML Investors Services
55
MML Investors Services
Massachusetts
$11.1M +$2.87M +28,179 +35%
RBA
56
Richard Bernstein Advisors
New York
$11.1M
VAM
57
Verity Asset Management
North Carolina
$10.8M +$1.35M +13,275 +14%
Creative Planning
58
Creative Planning
Kansas
$10.6M -$558K -5,484 -5%
BC
59
Brinker Capital
Pennsylvania
$10.5M +$5.65M +55,518 +116%
PSW
60
Portfolio Strategies (Washington)
Washington
$10.4M +$14.6M +143,737 +234%
PWAG
61
Polaris Wealth Advisory Group
California
$10.4M +$10.4M +102,468 New
LA
62
LVW Advisors
New York
$10.2M +$9.75M +95,808 +1,880%
JCM
63
Janney Capital Management
Pennsylvania
$10.2M +$15.7K +154 +0.2%
EWM
64
Evermay Wealth Management
Virginia
$9.77M +$537K +5,282 +6%
LJAC
65
L.J. Altfest & Co
New York
$9.75M -$269K -2,648 -3%
KeyBank National Association
66
KeyBank National Association
Ohio
$9.39M +$2.98M +29,317 +46%
BRF
67
B. Riley Financial
California
$9.33M +$54.8K +539 +0.6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$9.18M +$6.09M +59,877 +196%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$8.99M +$538K +5,284 +6%
AG
70
Advisor Group
Arizona
$8.94M +$174K +1,710 +2%
WTC
71
WhitTier Trust Company
Nevada
$8.58M +$5.49M +53,924 +177%
PCM
72
Parsons Capital Management
Rhode Island
$8.43M -$117K -1,146 -1%
CM
73
Columbus Macro
Pennsylvania
$8.22M +$8.23M +80,900 New
CG
74
Colony Group
Massachusetts
$8.15M +$1.9M +18,723 +30%
Renaissance Technologies
75
Renaissance Technologies
New York
$7.97M +$7.99M +78,500 New

MINT Hedge Fund Activity: Q4 2017 in Review

361 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q4 2017, worth a combined $3.71B — up 8.9% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MINT positions and 25 closed out — a net gain of 45 holders — while 136 added to existing stakes and 110 trimmed.

The largest buyer was Evergreen Capital Management, opening a new position worth an estimated $62.9M. The largest seller was Windhaven Investment Management, cutting an estimated $41.3M.

  • 361 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q4 2017, up from 317 in Q3 2017.
  • Funds reported $3.71B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q4 2017, up 8.9% quarter-over-quarter.
  • 70 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q4 2017 and 25 closed out, a net change of +45 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q4 2017 was Evergreen Capital Management, an estimated $62.9M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q4 2017 was Windhaven Investment Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2017.