We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

293 hedge funds and large institutions have $3.06B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 79 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 79

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

24% more funds holding in top 10

Funds holding in top 10: 29 → 36 (+7)

12% more capital invested

Capital invested by funds: $2.73B → $3.06B (+$334M)

6% more funds holding

Funds holding: 277 → 293 (+16)

3.98% less ownership

Funds ownership: 52.01% → 48.03% (-4%)

Holders
293
Holders Change
+16
Holders Change %
+5.78%
% of All Funds
7.29%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.9%
New
48
Increased
127
Reduced
79
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$129M
2
Morgan Stanley
Morgan Stanley
New York
+$44.9M
3
BCI
Brinker Capital Investments
Pennsylvania
+$30.8M
4
RJA
Raymond James & Associates
Florida
+$24.2M
5
HCM
Harvest Capital Management
New Hampshire
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
BWA
Burt Wealth Advisors
Maryland
-$150M
2
UBS Group
UBS Group
Switzerland
-$30.8M
3
Stifel Financial
Stifel Financial
Missouri
-$25.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$22.9M
5
WIM
Windhaven Investment Management
Massachusetts
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
126
Armor Investment Advisors
North Carolina
$1.66M -$284K -2,800 -15%
BPB
127
Badgley, Phelps & Bell
Washington
$1.51M +$1.5M +14,819 New
CIM
128
Cetera Investment Management
California
$1.5M +$1.5M +14,749 New
BWA
129
Burt Wealth Advisors
Maryland
$1.5M -$150M -1,476,757 -99%
EA
130
Edge Advisors
Georgia
$1.42M -$1.52M -15,000 -52%
CAAS
131
Capital Asset Advisory Services
Michigan
$1.4M +$1.4M +13,757 New
KA
132
Klingman & Associates
New York
$1.32M – – –
RCAG
133
Rehmann Capital Advisory Group
Michigan
$1.29M -$13.5K -133 -1%
WAM
134
Weatherly Asset Management
California
$1.29M -$66K -650 -5%
FM
135
Foster & Motley
Ohio
$1.28M +$198K +1,951 +18%
DW
136
Domani Wealth
Pennsylvania
$1.27M +$30.4K +300 +2%
EWM
137
Edge Wealth Management
New York
$1.25M – – –
ONB
138
Old National Bancorp
Indiana
$1.25M -$42.6K -420 -3%
PWMAG
139
Pinnacle Wealth Management Advisory Group
New Jersey
$1.24M -$296K -2,915 -19%
PFS
140
Prospera Financial Services
Texas
$1.23M +$558K +5,499 +83%
AIM
141
Anchor Investment Management
South Carolina
$1.2M -$101K -1,000 -8%
SCM
142
SOL Capital Management
Maryland
$1.19M +$406K +4,000 +52%
BA
143
Boston Advisors
Massachusetts
$1.18M -$576K -5,673 -33%
WTC
144
WhitTier Trust Company
Nevada
$1.16M -$1.99M -19,582 -63%
GLA
145
Good Life Advisors
Pennsylvania
$1.13M +$75.7K +746 +7%
FHC
146
First Heartland Consultants
Missouri
$1.09M -$521K -5,137 -32%
BFIM
147
Beese Fulmer Investment Management
Ohio
$1.09M +$225K +2,218 +26%
AA
148
Ancora Advisors
Ohio
$1.08M +$210K +2,069 +24%
MIM
149
Macroview Investment Management
Maryland
$1.07M +$54.8K +540 +5%
HNB
150
Huntington National Bank
Ohio
$1.03M – – –
4 5
6
7 8

MINT Hedge Fund Activity: Q1 2017 in Review

293 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) for Q1 2017, worth a combined $3.06B — up 12% from $2.73B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MINT positions and 31 closed out — a net gain of 17 holders — while 127 added to existing stakes and 79 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $129M. The largest seller was Burt Wealth Advisors, cutting an estimated $150M.

  • 293 institutional investors held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) as of Q1 2017, up from 277 in Q4 2016.
  • Funds reported $3.06B of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund stock for Q1 2017, up 12% quarter-over-quarter.
  • 48 funds opened new PIMCO Enhanced Short Maturity Active Exchange-Traded Fund positions in Q1 2017 and 31 closed out, a net change of +17 holders.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund buyer in Q1 2017 was RiverFront Investment Group, an estimated $129M added.
  • The largest PIMCO Enhanced Short Maturity Active Exchange-Traded Fund seller in Q1 2017 was Burt Wealth Advisors, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2017.