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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
SPC
176
Sigma Planning Corp
Michigan
$3.78M -$80.4K -800 -2%
IFG
177
Independent Financial Group
California
$3.74M +$450K +4,478 +14%
GWM
178
Geneos Wealth Management
Colorado
$3.73M +$109K +1,081 +3%
CAL
179
Capital Advisors Ltd
Ohio
$3.71M -$212K -2,114 -5%
BWMG
180
Barnes Wealth Management Group
California
$3.7M +$3.7M +36,859 New
SRC
181
Sage Rhino Capital
California
$3.64M -$2.19M -21,811 -38%
SW
182
SkyOak Wealth
Michigan
$3.64M -$240K -2,385 -6%
MAM
183
Milestone Asset Management
Pennsylvania
$3.58M +$182K +1,811 +5%
CAWM
184
Capital Advisors Wealth Management
Washington
$3.51M +$3.04M +30,248 +643%
JCM
185
Jacobi Capital Management
Pennsylvania
$3.5M +$412K +4,102 +13%
SFA
186
Sequoia Financial Advisors
Ohio
$3.48M +$1.2M +11,927 +52%
CA
187
CoreCap Advisors
Michigan
$3.48M -$7.83M -77,918 -69%
AIFAIM
188
American Institute for Advanced Investment Management
Arizona
$3.47M +$371K +3,689 +12%
RA
189
RiverTree Advisors
Florida
$3.44M -$2.05M -20,432 -37%
CPA
190
Clear Point Advisors
New York
$3.44M -$68.1K -678 -2%
CPIG
191
Chicago Partners Investment Group
Illinois
$3.43M -$85.5K -851 -2%
VWA
192
VSM Wealth Advisory
Maryland
$3.35M +$3.35M +33,349 New
OIA
193
OneDigital Investment Advisors
Kansas
$3.29M +$37.4K +372 +1%
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$3.26M -$14.5M -144,740 -82%
MCM
195
MAI Capital Management
Ohio
$3.18M +$3.18M +31,671 New
S
196
Sachetta
Massachusetts
$3.16M +$159K +1,586 +5%
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$3.16M +$200K +1,992 +7%
HW
198
Hedeker Wealth
Illinois
$3.11M -$41.2K -410 -1%
HIW
199
Holos Integrated Wealth
Pennsylvania
$3.09M +$3.09M +30,776 New
MWA
200
Muirfield Wealth Advisors
North Carolina
$3.08M +$118K +1,175 +4%
6 7
8
9 10

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.