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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

606 hedge funds and large institutions have $5.39B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 299 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 64.78%65.75% (+0.97%)

5% less funds holding

Funds holding: 641606 (-35)

13% less funds holding in top 10

Funds holding in top 10: 5245 (-7)

22% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 79

35% less capital invested

Capital invested by funds: $8.32B → $5.39B (-$2.93B)

45% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 299

Holders
606
Holders Change
-35
Holders Change %
-5.46%
% of All Funds
9.66%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.72%
New
62
Increased
165
Reduced
299
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$19.2M -$12.1M -121,449 -39%
DA
52
Drake & Associates
Wisconsin
$19.2M +$524K +5,286 +3%
HCM
53
Howland Capital Management
Massachusetts
$19.1M -$2.02M -20,391 -10%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$18.7M -$2.31M -23,246 -11%
MML Investors Services
55
MML Investors Services
Massachusetts
$18.4M -$2.69M -27,067 -13%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$17.8M +$813K +8,197 +5%
Citigroup
57
Citigroup
New York
$17.1M +$1.26M +12,702 +8%
BI
58
Bramshill Investments
Florida
$16.6M +$13.5M +135,952 +433%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$15.8M +$736K +7,417 +5%
MA
60
Montag & Associates
Georgia
$15.4M -$3.61M -36,346 -19%
AIA
61
Arbor Investment Advisors
North Carolina
$14.7M +$1.75M +17,623 +13%
PWM
62
PRW Wealth Management
Massachusetts
$14.7M -$4.16M -41,883 -22%
UCFA
63
United Capital Financial Advisors
Texas
$14.4M -$1.41M -14,242 -9%
KC
64
Kingfisher Capital
North Carolina
$14.1M +$115K +1,163 +0.8%
KL
65
KWMG LLC
Kansas
$13.6M +$91K +917 +0.7%
AWM
66
AE Wealth Management
Kansas
$13.5M +$8.13M +81,982 +151%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$13.1M -$4.35M -43,829 -25%
LS
68
Leelyn Smith
Illinois
$12.7M +$2.76M +27,768 +28%
ECM
69
Evergreen Capital Management
Washington
$11.8M -$138K -1,386 -1%
EL
70
EQ LLC
Washington
$11.2M +$11.2M +113,326 New
VFA
71
Values First Advisors
Tennessee
$10.3M +$256K +2,576 +3%
PAG
72
Private Advisor Group
New Jersey
$10.2M +$2.06M +20,785 +25%
PA
73
Procyon Advisors
Connecticut
$10.2M -$978K -9,854 -9%
SW
74
SVB Wealth
Massachusetts
$10.1M -$3.31M -33,319 -25%
RFM
75
Royal Fund Management
Florida
$9.92M +$910K +9,170 +10%