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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

677 hedge funds and large institutions have $9.64B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
Holders Change %
0%
% of All Funds
9.2%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.68%
New
71
Increased
289
Reduced
231
Closed
54
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIFH
151
Migdal Insurance & Financial Holdings
Israel
$4.8M +$4.8M +47,700 New
MA
152
Montag & Associates
Georgia
$4.7M -$1.07M -10,633 -19%
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$4.66M +$4.06M +40,347 +682%
LIM
154
Leavell Investment Management
Alabama
$4.6M -$121K -1,200 -3%
KFAA
155
Klaas Financial Asset Advisors
Illinois
$4.6M +$2.35M +23,314 +104%
LCWP
156
Legacy Capital Wealth Partners
Arkansas
$4.6M -$97.7K -971 -2%
SIA
157
Strategic Investment Advisors
Michigan
$4.59M -$43K -427 -0.9%
SPW
158
Surience Private Wealth
Washington
$4.52M +$3.58M +35,617 +381%
OA
159
Oceanside Advisors
South Carolina
$4.52M +$240K +2,386 +6%
AWM
160
Apollon Wealth Management
South Carolina
$4.49M +$1.79M +17,792 +66%
NWAG
161
Net Worth Advisory Group
Utah
$4.49M +$136K +1,347 +3%
CW
162
Channel Wealth
California
$4.48M -$1.6M -15,885 -26%
SCM
163
SOL Capital Management
Maryland
$4.48M +$69.2K +688 +2%
CL
164
CIM LLC
New York
$4.48M +$193K +1,915 +4%
AFG
165
Atomi Financial Group
New York
$4.47M +$309K +3,068 +7%
SPC
166
Sigma Planning Corp
Michigan
$4.46M +$669K +6,647 +18%
TCG
167
Transcendent Capital Group
Oklahoma
$4.43M +$3.89M +38,651 +722%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$4.4M -$10.1M -100,306 -70%
RSWM
169
Robertson Stephens Wealth Management
California
$4.31M -$2.69M -26,712 -38%
SW
170
SkyOak Wealth
Michigan
$4.23M +$587K +5,833 +16%
WI
171
WJ Interests
Texas
$4.23M +$2.31M +22,987 +121%
SWM
172
SFG Wealth Management
Maryland
$4.18M +$131K +1,299 +3%
VCM
173
Virtue Capital Management
Tennessee
$4.18M +$1.71M +17,026 +69%
AI
174
Auour Investments
Massachusetts
$4.17M -$322K -3,202 -7%
SG
175
StoneX Group
New York
$4.16M +$1.15M +11,422 +38%