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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
AWMS
151
Advocacy Wealth Management Services
Georgia
$4.59M -$394K -3,924 -8%
MOS
152
MGO One Seven
Ohio
$4.57M -$3.52M -35,008 -43%
AI
153
Auour Investments
Massachusetts
$4.51M -$99.3K -988 -2%
P
154
&Partners
Tennessee
$4.49M +$1.64M +16,315 +57%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$4.49M +$1.99M +19,813 +80%
STA
156
Smith Thornton Advisors
Alabama
$4.41M +$20.1K +200 +0.5%
SCM
157
SOL Capital Management
Maryland
$4.4M +$180K +1,795 +4%
EL
158
EQ LLC
Washington
$4.38M +$4.39M +43,689 New
NWAG
159
Net Worth Advisory Group
Utah
$4.35M +$331K +3,289 +8%
KAS
160
Kestra Advisory Services
Texas
$4.28M -$423K -4,212 -9%
CL
161
CIM LLC
New York
$4.27M +$82.7K +823 +2%
OA
162
Oceanside Advisors
South Carolina
$4.26M +$129K +1,284 +3%
HFA
163
Hershey Financial Advisers
Pennsylvania
$4.17M +$4.18M +41,601 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$4.17M +$305K +3,033 +8%
AFG
165
Atomi Financial Group
New York
$4.15M +$818K +8,136 +24%
PWS
166
Precision Wealth Strategies
Missouri
$4.15M -$204K -2,035 -5%
Brown Advisory
167
Brown Advisory
Maryland
$4.11M +$2.21M +21,947 +116%
UCFA
168
United Capital Financial Advisors
Texas
$4.08M -$1.41M -14,072 -26%
SWM
169
SFG Wealth Management
Maryland
$4.04M +$249K +2,478 +7%
CFG
170
Cornerstone Financial Group
Nebraska
$3.98M +$3.98M +39,644 New
WIA
171
World Investment Advisors
California
$3.84M +$941K +9,366 +32%
HWM
172
Heirloom Wealth Management
Colorado
$3.83M +$3.58M +35,634 +1,431%
HOWA
173
Heritage Oak Wealth Advisors
Florida
$3.79M +$3.8M +37,782 New
MWM
174
MinichMacGregor Wealth Management
New York
$3.79M +$261K +2,601 +7%
CMAI
175
Capital Management Associates Inc
Minnesota
$3.78M +$190K +1,889 +5%
5 6
7
8 9

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.