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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

664 hedge funds and large institutions have $8.19B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 193 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 58

23% more capital invested

Capital invested by funds: $6.69B → $8.19B (+$1.51B)

10.07% more ownership

Funds ownership: 69.93%80% (+10%)

8% more funds holding

Funds holding: 614664 (+50)

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

29% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 272

Holders
664
Holders Change
+50
Holders Change %
+8.14%
% of All Funds
9.68%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.55%
New
117
Increased
193
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
76
Capital Asset Advisory Services
Michigan
$11.2M +$10.7M +106,987 +2,014%
CWM
77
Cornerstone Wealth Management
Missouri
$11.1M +$982K +9,824 +10%
AW
78
Avion Wealth
Texas
$11M +$812K +8,128 +8%
ECM
79
Evergreen Capital Management
Washington
$11M -$953K -9,537 -8%
Millennium Management
80
Millennium Management
New York
$10.5M +$3.65M +36,513 +53%
VFA
81
Values First Advisors
Tennessee
$10.3M +$1.02M +10,191 +11%
AFP
82
Ausdal Financial Partners
Iowa
$10.3M +$3.84M +38,441 +60%
EFS
83
Essex Financial Services
Connecticut
$9.54M +$801K +8,013 +9%
PAG
84
Private Advisor Group
New Jersey
$9.06M +$2.38M +23,816 +36%
LWA
85
Lowe Wealth Advisors
Maryland
$9.05M -$486K -4,866 -5%
SCA
86
Stokes Capital Advisors
South Carolina
$8.98M +$1.31M +13,071 +17%
UCFA
87
United Capital Financial Advisors
Texas
$8.5M -$3.77M -37,734 -31%
SFPG
88
Stonebridge Financial Planning Group
Florida
$8.3M +$3.07M +30,674 +58%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$8.05M -$1.18M -11,762 -13%
NHC
90
Nicholas Hoffman & Company
Georgia
$7.91M +$707K +7,077 +10%
REMPR
91
Roof Eidam Maycock Peralta (REMP)
California
$7.66M +$3.59M +35,905 +88%
AWMS
92
Advocacy Wealth Management Services
Georgia
$7.63M +$1.06M +10,627 +16%
PWS
93
Precision Wealth Strategies
Missouri
$7.46M -$426K -4,266 -5%
YIA
94
YHB Investment Advisors
Connecticut
$7.45M -$378K -3,779 -5%
CL
95
Choreo LLC
Illinois
$7.44M +$7.41M +74,185 New
PA
96
Procyon Advisors
Connecticut
$7.27M -$3.07M -30,758 -30%
SRC
97
Sage Rhino Capital
California
$7.18M +$190K +1,901 +3%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$7.13M -$2.27M -22,665 -24%
GAG
99
Goodman Advisory Group
Massachusetts
$7.05M -$16.8M -168,104 -70%
CFAM
100
Center For Asset Management
Florida
$7.02M +$146K +1,457 +2%