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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

688 hedge funds and large institutions have $9.01B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 251 increasing their positions, 251 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 50

45% more funds holding in top 10

Funds holding in top 10: 38 → 55 (+17)

8% more funds holding

Funds holding: 638 → 688 (+50)

4% more capital invested

Capital invested by funds: $8.62B → $9.01B (+$388M)

0% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 251

0.77% less ownership

Funds ownership: 72.67% → 71.9% (-0.77%)

Holders
688
Holders Change
+50
Holders Change %
+7.84%
% of All Funds
9.06%
Holding in Top 10
55
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+44.74%
% of All Funds
0.72%
New
114
Increased
251
Reduced
251
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$65M
2
EP
Essential Planning
New Hampshire
+$54.7M
3
AssetMark Inc
AssetMark Inc
California
+$49M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$44.2M
5
PCP
Proficio Capital Partners
Massachusetts
+$30.6M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$195M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$112M
3
Wells Fargo
Wells Fargo
California
-$77.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$60M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$39.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JE
101
JMAC Enterprises
Pennsylvania
$7.34M +$549K +5,468 +8%
HI
102
Harbour Investments
Wisconsin
$7.24M +$603K +6,001 +9%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$7.12M -$667K -6,641 -9%
AWS
104
Atria Wealth Solutions
New York
$7.05M -$7.52M -74,870 -52%
RSWM
105
Robertson Stephens Wealth Management
California
$7.01M -$4.01M -39,928 -36%
PA
106
Procyon Advisors
Connecticut
$6.96M -$2.74M -27,311 -28%
AIP
107
Alexis Investment Partners
Texas
$6.9M +$6.9M +68,615 New
PCM
108
Parsons Capital Management
Rhode Island
$6.84M +$764K +7,607 +13%
PGFC
109
Peapack-Gladstone Financial Corp
New Jersey
$6.74M -$1.12M -11,154 -14%
AIM
110
Arcadia Investment Management
Michigan
$6.72M +$2.28M +22,652 +51%
AFP
111
Ausdal Financial Partners
Iowa
$6.67M +$475K +4,729 +8%
WIM
112
Westside Investment Management
California
$6.62M +$744K +7,403 +13%
DIM
113
Delta Investment Management
California
$6.51M +$5.73M +57,014 +721%
PWM
114
PMG Wealth Management
Illinois
$6.45M +$6.46M +64,270 New
WFA
115
WestHill Financial Advisors
California
$6.43M -$62.9K -626 -1%
FAIM
116
Financial Advocates Investment Management
Washington
$6.33M -$125K -1,242 -2%
SA
117
Sanctuary Advisors
Indiana
$6.22M +$1.13M +11,284 +22%
CFGF
118
Compass Financial Group (Florida)
Florida
$6.17M -$568K -5,652 -8%
AAS
119
Avantax Advisory Services
Texas
$6.14M +$2.05M +20,414 +50%
Corient Private Wealth
120
Corient Private Wealth
Florida
$6.13M -$1.72M -17,143 -22%
AF
121
Apexium Financial
Texas
$6.12M +$5.75M +57,222 +1,611%
CW
122
Channel Wealth
California
$6.06M -$3.31M -32,976 -35%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$6.01M +$1.25M +12,466 +26%
GIA
124
Gladstone Institutional Advisory
Florida
$6.01M +$1.3M +12,952 +28%
WS
125
Wedbush Securities
California
$5.92M +$526K +5,238 +10%
3 4
5
6 7

MINT Hedge Fund Activity: Q4 2024 in Review

688 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q4 2024, worth a combined $9.01B — up 4.5% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new MINT positions and 50 closed out — a net gain of 64 holders — while 251 added to existing stakes and 251 trimmed.

The largest buyer was LPL Financial, adding an estimated $65M. The largest seller was Allianz Asset Management, cutting an estimated $195M.

  • 688 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q4 2024, up from 638 in Q3 2024.
  • Funds reported $9.01B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q4 2024, up 4.5% quarter-over-quarter.
  • 114 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q4 2024 and 50 closed out, a net change of +64 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q4 2024 was LPL Financial, an estimated $65M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q4 2024 was Allianz Asset Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2024.