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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
DADC
101
D.A. Davidson & Co
Montana
$6.83M -$4.15M -41,778 -38%
PCM
102
Parsons Capital Management
Rhode Island
$6.8M -$624K -6,284 -8%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$6.76M -$3.08M -31,011 -31%
CW
104
CreativeOne Wealth
Kansas
$6.61M -$505K -5,087 -7%
SC
105
SouthState Corp
Florida
$6.61M +$248K +2,504 +4%
LIM
106
Leavell Investment Management
Alabama
$6.58M -$860K -8,663 -12%
SCM
107
SOL Capital Management
Maryland
$6.21M -$1.94M -19,535 -24%
SC
108
Scotia Capital
Ontario, Canada
$6.14M -$966K -9,738 -14%
WFA
109
WestHill Financial Advisors
California
$6.04M -$609K -6,136 -9%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$6.01M +$67.4K +679 +1%
WIM
111
Westside Investment Management
California
$6M -$35.7K -360 -0.6%
GIA
112
Gladstone Institutional Advisory
Florida
$5.97M -$217K -2,187 -4%
NHC
113
Nicholas Hoffman & Company
Georgia
$5.95M -$262K -2,644 -4%
UWM
114
USAdvisors Wealth Management
Minnesota
$5.92M -$297K -2,998 -5%
UCI
115
Uncommon Cents Investing
Wisconsin
$5.89M -$186K -1,875 -3%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$5.76M -$14.2M -142,663 -71%
AWS
117
AJ Wealth Strategies
New York
$5.59M -$572K -5,760 -9%
CCA
118
Clearwater Capital Advisors
Illinois
$5.57M -$98.1K -989 -2%
PFO
119
Pathstone Family Office
New Jersey
$5.14M -$4.69M -47,261 -48%
BIP
120
Bouvel Investment Partners
Pennsylvania
$5.13M +$52K +524 +1%
SIA
121
Soltis Investment Advisors
Utah
$5.12M -$429K -4,320 -8%
BIA
122
BHK Investment Advisors
Alabama
$5.11M +$258K +2,605 +5%
SPIA
123
Steward Partners Investment Advisory
New York
$5.11M -$891K -8,978 -15%
CCA
124
Cobblestone Capital Advisors
New York
$5.09M -$879K -8,863 -15%
LWM
125
Lionsbridge Wealth Management
Florida
$5.08M -$2.65M -26,665 -34%