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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
LWA
76
Lowe Wealth Advisors
Maryland
$9.66M -$84.9K -856 -0.9%
CP
77
Camelot Portfolios
Ohio
$9.56M +$4.62M +46,612 +94%
SFS
78
Sowell Financial Services
Arkansas
$9.33M +$5.31M +53,561 +132%
EFS
79
Essex Financial Services
Connecticut
$9.31M +$1.15M +11,576 +14%
PAM
80
Peak Asset Management
Colorado
$9.02M +$151K +1,524 +2%
Brown Advisory
81
Brown Advisory
Maryland
$8.86M -$316K -3,182 -3%
CFGF
82
Compass Financial Group (Florida)
Florida
$8.82M +$26.2K +264 +0.3%
ACA
83
Anchor Capital Advisors
Massachusetts
$8.45M +$111K +1,120 +1%
MA
84
Mangham Associates
Virginia
$8.42M -$166K -1,677 -2%
AFP
85
Ausdal Financial Partners
Iowa
$8.09M +$2.81M +28,344 +53%
KA
86
Keene & Associates
Texas
$7.9M -$234K -2,363 -3%
HH
87
Hilltop Holdings
Texas
$7.73M +$7.37M +74,295 +2,043%
DAS
88
Dynamic Advisor Solutions
Arizona
$7.71M +$4.91M +49,519 +176%
Corient Private Wealth
89
Corient Private Wealth
Florida
$7.71M -$1.11M -11,139 -13%
YIA
90
YHB Investment Advisors
Connecticut
$7.63M -$914K -9,212 -11%
KF
91
Krilogy Financial
Missouri
$7.57M -$4.77M -48,034 -39%
RSWM
92
Robertson Stephens Wealth Management
California
$7.56M +$7.56M +76,159 New
OCM
93
One Capital Management
California
$7.41M -$2.18M -21,921 -23%
CWM
94
Cornerstone Wealth Management
Missouri
$7.38M +$7.37M +74,322 New
PFT
95
Providence First Trust
Arizona
$7.35M +$741K +7,468 +11%
MWM
96
MinichMacGregor Wealth Management
New York
$7.24M -$1.02M -10,259 -12%
SFA
97
Sequoia Financial Advisors
Ohio
$7.13M -$7.16M -72,212 -50%
First Trust Advisors
98
First Trust Advisors
Illinois
$6.98M -$191K -1,929 -3%
HHGA
99
Halbert Hargrove Global Advisors
California
$6.95M -$65.8K -663 -0.9%
LNC
100
Lincoln National Corp
Pennsylvania
$6.84M -$3.12M -31,477 -31%