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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$26M -$11.9M -119,654 -31%
AO
52
Advisor OS
Illinois
$25.7M +$1.01M +10,157 +4%
HCM
53
Howland Capital Management
Massachusetts
$24.8M -$2.32M -23,293 -9%
MSA
54
Mason Street Advisors
Wisconsin
$24.3M
KAS
55
Kestra Advisory Services
Texas
$23.6M +$15.2M +153,066 +180%
UCFA
56
United Capital Financial Advisors
Texas
$23.1M -$3.95M -39,692 -15%
MML Investors Services
57
MML Investors Services
Massachusetts
$22.7M +$7.03M +70,588 +45%
JP Morgan Chase
58
JP Morgan Chase
New York
$22.7M -$2.89M -28,985 -11%
DWM
59
Destination Wealth Management
California
$22.3M +$691K +6,936 +3%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$21.4M -$3.16M -31,689 -13%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$21.1M -$6.22M -62,424 -23%
CF
62
Centaurus Financial
California
$21.1M +$1.09M +10,916 +5%
WT
63
Whittier Trust
California
$21M -$3.92M -39,335 -16%
AWM
64
Alterna Wealth Management
Texas
$19.8M +$15.7M +157,733 +378%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$19.3M +$1.26M +12,617 +7%
PA
66
Procyon Advisors
Connecticut
$18.8M +$2.49M +24,977 +15%
DA
67
Drake & Associates
Wisconsin
$18M +$18.1M +182,037 New
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$17.5M +$1.9M +19,044 +12%
ECM
69
Evergreen Capital Management
Washington
$17M -$13.8M -138,350 -45%
BCM
70
BTR Capital Management
California
$16.8M -$11.4M -114,046 -40%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$15.8M -$1.93M -19,368 -11%
APA
72
American Portfolios Advisors
New York
$15.7M +$5.65M +56,769 +56%
RCM
73
Rain Capital Management
Oregon
$14.8M +$771K +7,745 +5%
WA
74
Waverly Advisors
Alabama
$14.8M -$1.89M -19,010 -11%
AP
75
Americana Partners
Texas
$14.6M -$289K -2,900 -2%