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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
MA
126
Montag & Associates
Georgia
$5.77M -$2.46M -24,476 -30%
SPIA
127
Steward Partners Investment Advisory
New York
$5.59M +$3.34M +33,232 +148%
BIA
128
BHK Investment Advisors
Alabama
$5.56M +$654K +6,512 +13%
First Trust Advisors
129
First Trust Advisors
Illinois
$5.51M -$119K -1,180 -2%
HHGA
130
Halbert Hargrove Global Advisors
California
$5.5M +$236K +2,350 +4%
GAG
131
Goodman Advisory Group
Massachusetts
$5.47M -$525K -5,225 -9%
UCI
132
Uncommon Cents Investing
Wisconsin
$5.45M +$10K +100 +0.2%
CSA
133
Cottage Street Advisors
Massachusetts
$5.45M +$1.36M +13,544 +33%
SN
134
Sittner & Nelson
Oregon
$5.45M +$1.7M +16,964 +45%
ACA
135
Anchor Capital Advisors
Massachusetts
$5.31M -$739K -7,355 -12%
GC
136
GatePass Capital
Ohio
$5.29M +$5.3M +52,741 New
CP
137
Camelot Portfolios
Ohio
$5.12M -$313K -3,119 -6%
SC
138
Scotia Capital
Ontario, Canada
$5.05M +$548K +5,451 +12%
TA
139
TFB Advisors
Kansas
$5.05M -$25.9K -258 -0.5%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$4.99M +$201K +2,003 +4%
AG
141
Advocate Group
Minnesota
$4.95M +$317K +3,158 +7%
GM
142
GeoWealth Management
Illinois
$4.88M +$952K +9,477 +24%
IA
143
IFP Advisors
Florida
$4.84M +$528K +5,259 +12%
LIM
144
Leavell Investment Management
Alabama
$4.73M -$453K -4,505 -9%
LCWP
145
Legacy Capital Wealth Partners
Arkansas
$4.69M -$40.3K -401 -0.9%
AWA
146
Arete Wealth Advisors
Illinois
$4.66M +$2.07M +20,630 +80%
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$4.65M -$175K -1,740 -4%
EH
148
Equitable Holdings
New York
$4.63M +$353K +3,513 +8%
SIA
149
Strategic Investment Advisors
Michigan
$4.62M +$492K +4,898 +12%
SFPG
150
Stonebridge Financial Planning Group
Florida
$4.61M +$355K +3,528 +8%
4 5
6
7 8

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.