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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
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Overview Fund Activity

199 hedge funds and large institutions have $1.86B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+8
Holders Change %
+4.19%
% of All Funds
5.37%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.49%
New
36
Increased
65
Reduced
63
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WI
WBI Investments
New Jersey
$74.9M
2
CC
Curian Capital
Colorado
$176M
3
Wells Fargo
Wells Fargo
California
$85.6M
4
UBS Group
UBS Group
Switzerland
$82.9M
5
Bank of America
Bank of America
North Carolina
$112M

Top Sellers

1
FSIM
F-Squared Investment Management
Massachusetts
$121M
2
UCFA
United Capital Financial Advisors
Texas
$23.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$14.4M
5
NYLIM
New York Life Investment Management
New York
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
176
Evercore Wealth Management
New York
$101K – – –
GWM
177
Gupta Wealth Management
California
$101K +$101K +1,000 New
CFS
178
Commonwealth Financial Services
West Virginia
$99K – – –
ASN
179
Advisory Services Network
Georgia
$84K +$76.1K +755 +968%
US Bancorp
180
US Bancorp
Minnesota
$70K +$16.1K +160 +30%
FANJ
181
Financial Architects (New Jersey)
New Jersey
$66K +$66K +650 New
WA
182
Winfield Associates
Ohio
$51K – – –
VanEck Associates
183
VanEck Associates
New York
$50K +$50K +495 New
KCPG
184
Kavar Capital Partners Group
Kansas
$50K +$50K +500 New
MA
185
MUFG Americas
New York
$49K -$305K -2,985 -86%
CMO
186
Covenant Multifamily Offices
Texas
$32K +$32K +318 New
SF
187
Synovus Financial
Georgia
$27K – – –
BCMIO
188
Beacon Capital Management Inc (Ohio)
Ohio
$21K +$21K +204 New
AA
189
AlphaMark Advisors
Kentucky
$20K – – –
HI
190
Hudock Inc
Pennsylvania
$16K – – –
FM
191
Forward Management
California
$15K +$15K +150 New
LIA
192
LS Investment Advisors
Michigan
$7K – – –
IWM
193
Integrated Wealth Management
California
$7K – – –
First Manhattan
194
First Manhattan
New York
$5K – – –
LWM
195
LBA Wealth Management
Florida
$4K +$4K +35 New
RCG
196
Ruggie Capital Group
Florida
$4K +$4K +38 New
FIG
197
Fusion Investment Group
Pennsylvania
$2K +$2K +15 New
FHC
198
First Heartland Consultants
Missouri
$718 +$304 +3,002 +73%
PAM
199
Peak Asset Management
Colorado
– -$12.2M -120,570 Closed
PWAG
200
Polaris Wealth Advisory Group
California
– -$7.39M -73,058 Closed
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