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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
CPIG
126
Chicago Partners Investment Group
Illinois
$5.03M +$4.66K +47 +0.1%
SWM
127
Spire Wealth Management
Virginia
$4.92M +$2.99M +30,143 +155%
CFAM
128
Center For Asset Management
Florida
$4.9M +$4.89M +49,333 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$4.87M +$1.41M +14,195 +41%
TB
130
Treynor Bancshares
Iowa
$4.81M +$38.4K +387 +0.8%
FAIM
131
Financial Advocates Investment Management
Washington
$4.73M +$2.32M +23,387 +97%
Millennium Management
132
Millennium Management
New York
$4.58M +$1.28M +12,890 +39%
AWS
133
Atria Wealth Solutions
New York
$4.55M -$12.7M -127,993 -74%
SRC
134
Sage Rhino Capital
California
$4.48M +$400K +4,035 +10%
CAL
135
Capital Advisors Ltd
Ohio
$4.47M -$373K -3,756 -8%
AG
136
Advocate Group
Minnesota
$4.44M -$203K -2,041 -4%
KAS
137
Kestra Advisory Services
Texas
$4.37M -$16.9M -170,600 -79%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$4.35M -$18M -181,029 -81%
AWMS
139
Advocacy Wealth Management Services
Georgia
$4.23M +$780K +7,864 +23%
Lido Advisors
140
Lido Advisors
California
$4.23M +$2.7M +27,213 +177%
WP
141
WealthPLAN Partners
Nebraska
$4.21M +$531K +5,348 +14%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$4.13M +$572K +5,764 +16%
ES
143
ETF Store
Kansas
$4.11M -$150K -1,515 -4%
FWM
144
Focused Wealth Management
New York
$4.04M -$783K -7,892 -16%
LJAC
145
L.J. Altfest & Co
New York
$3.98M -$472K -4,758 -11%
SFP
146
Shepherd Financial Partners
Massachusetts
$3.98M +$2.28M +23,014 +135%
AIFAIM
147
American Institute for Advanced Investment Management
Arizona
$3.96M -$457K -4,602 -10%
CSA
148
Cottage Street Advisors
Massachusetts
$3.96M +$3.96M +39,887 New
FHC
149
First Heartland Consultants
Missouri
$3.94M +$1.51M +15,230 +62%
BWM
150
Benchmark Wealth Management
Connecticut
$3.9M -$1.28M -12,919 -25%