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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

664 hedge funds and large institutions have $8.19B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 193 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 58

23% more capital invested

Capital invested by funds: $6.69B → $8.19B (+$1.51B)

10.07% more ownership

Funds ownership: 69.93%80% (+10%)

8% more funds holding

Funds holding: 614664 (+50)

19% less funds holding in top 10

Funds holding in top 10: 4738 (-9)

29% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 272

Holders
664
Holders Change
+50
Holders Change %
+8.14%
% of All Funds
9.68%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.55%
New
117
Increased
193
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
176
Three Bridge Wealth Advisors
California
$2.82M +$414K +4,140 +17%
PFG
177
PAX Financial Group
Texas
$2.82M +$1.46M +14,629 +108%
IFG
178
Independent Financial Group
California
$2.82M +$776K +7,768 +38%
BWM
179
Baron Wealth Management
Michigan
$2.72M -$2.34M -23,383 -46%
SC
180
SouthState Corp
Florida
$2.66M -$28.2K -282 -1%
CMAI
181
Capital Management Associates Inc
Minnesota
$2.65M +$2.66M +26,574 New
MWA
182
Muirfield Wealth Advisors
North Carolina
$2.65M +$2.65M +26,558 New
Lido Advisors
183
Lido Advisors
California
$2.62M -$513K -5,132 -16%
FGG
184
Financial Guidance Group
Florida
$2.61M +$2.62M +26,195 New
VWA
185
Visionary Wealth Advisors
Illinois
$2.59M +$172K +1,720 +7%
KFAA
186
Klaas Financial Asset Advisors
Illinois
$2.58M -$330K -3,304 -11%
AC
187
Adroit Compliance
$2.58M +$2.57M +25,764 New
NF
188
NavPoint Financial
Minnesota
$2.58M +$2.58M +25,846 New
CW
189
Connectus Wealth
Ohio
$2.58M +$285K +2,855 +12%
PAA
190
Peregrine Asset Advisers
Oregon
$2.57M -$408K -4,085 -14%
WN
191
Williams & Novak
California
$2.55M +$2.55M +25,522 New
GRP
192
Global Retirement Partners
California
$2.54M +$984K +9,844 +63%
MWM
193
MinichMacGregor Wealth Management
New York
$2.54M -$311K -3,113 -11%
FAIM
194
Financial Advocates Investment Management
Washington
$2.51M +$693K +6,935 +38%
AWA
195
Arete Wealth Advisors
Illinois
$2.48M +$1.31M +13,065 +111%
HI
196
Harbour Investments
Wisconsin
$2.47M +$383K +3,832 +18%
FT
197
Fiduciary Trust
Massachusetts
$2.44M -$277K -2,776 -10%
SFM
198
Signet Financial Management
New Jersey
$2.43M -$164K -1,640 -6%
WI
199
WJ Interests
Texas
$2.4M -$3.11M -31,126 -56%
ACP
200
Aviance Capital Partners
Florida
$2.38M -$165K -1,655 -6%