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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

604 hedge funds and large institutions have $5.39B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 299 reducing their positions, and 79 closing their positions.

Holders
604
Holders Change
-35
Holders Change %
-5.48%
% of All Funds
9.67%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.72%
New
62
Increased
164
Reduced
299
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$920M 9,273,905 -726,993 -7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$225M 2,270,777 -218,312 -9%
AssetMark Inc
3
AssetMark Inc
California
$225M 2,264,190 +2,263,722 +483,701%
UBS Group
4
UBS Group
Switzerland
$216M 2,180,731 -400,799 -16%
HWM
5
HB Wealth Management
Georgia
$200M 2,075,406 +110,750 +6%
Allianz Asset Management
6
Allianz Asset Management
Germany
$193M 1,949,282 +1 +0%
Wells Fargo
7
Wells Fargo
California
$159M 1,601,917 -298,294 -16%
Bank of America
8
Bank of America
North Carolina
$149M 1,501,812 -245,613 -14%
LPL Financial
9
LPL Financial
California
$129M 1,297,925 +144,105 +12%
JFGLC
10
Johnson Financial Group LLC (Colorado)
Colorado
$117M 1,175,377 +338,624 +40%
Jane Street
11
Jane Street
New York
$90.9M 916,367 -792,459 -46%
JWM
12
JFG Wealth Management
Colorado
$86.6M 873,045 +213,202 +32%
Osaic Holdings
13
Osaic Holdings
Arizona
$83.5M 841,581 +47,957 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$79.2M 797,831 -199,052 -20%
KeyBank National Association
15
KeyBank National Association
Ohio
$65M 655,327 -13,461 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$64.8M 652,955 -301,552 -32%
WA
17
Waverly Advisors
Alabama
$63.2M 636,828 -152,675 -19%
MIAS
18
Mason Investment Advisory Services
Virginia
$61M 614,912 -2,124 -0.3%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$44.7M 450,300 -328,400 -42%
CG
20
Colony Group
Massachusetts
$43.6M 438,827 +71,160 +19%
Truist Financial
21
Truist Financial
North Carolina
$42.5M 427,732 -32,679 -7%
TCM
22
TD Capital Management
Tennessee
$42.4M 426,914 +2,914 +0.7%
VCM
23
Virtue Capital Management
Tennessee
$41.9M 421,642 -42,402 -9%
Charles Schwab
24
Charles Schwab
California
$41.3M 416,028 -13,750 -3%
TF
25
Trek Financial
Arizona
$40.8M 411,383 +397,582 +2,881%