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PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

606 hedge funds and large institutions have $6.35B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 187 increasing their positions, 284 reducing their positions, and 55 closing their positions.

Holders
606
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
9.56%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
0.68%
New
63
Increased
187
Reduced
284
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$905M 9,070,775 -203,130 -2%
Wells Fargo
2
Wells Fargo
California
$660M 6,612,553 +5,010,636 +313%
AssetMark Inc
3
AssetMark Inc
California
$417M 4,177,045 +1,912,855 +84%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$340M 3,404,113 +3,178,372 +1,408%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$217M 2,178,903 -91,874 -4%
HWM
6
HB Wealth Management
Georgia
$203M 2,032,056 -43,350 -2%
Allianz Asset Management
7
Allianz Asset Management
Germany
$194M 1,949,306 +24 +0%
UBS Group
8
UBS Group
Switzerland
$185M 1,858,044 -322,687 -15%
JFGLC
9
Johnson Financial Group LLC (Colorado)
Colorado
$144M 1,440,594 +265,217 +23%
Bank of America
10
Bank of America
North Carolina
$137M 1,371,026 -130,786 -9%
LPL Financial
11
LPL Financial
California
$130M 1,307,256 +9,331 +0.7%
JWM
12
JFG Wealth Management
Colorado
$102M 1,026,564 +153,519 +18%
Jane Street
13
Jane Street
New York
$86.7M 868,788 -47,579 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$73.7M 738,491 +85,536 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$69.7M 698,371 -99,460 -12%
KeyBank National Association
16
KeyBank National Association
Ohio
$66.5M 666,337 +11,010 +2%
MIAS
17
Mason Investment Advisory Services
Virginia
$62.8M 629,486 +14,574 +2%
PCM
18
Price Capital Management
Louisiana
$62.5M 627,110 +627,110 New
TF
19
Trek Financial
Arizona
$57M 571,207 +159,824 +39%
Truist Financial
20
Truist Financial
North Carolina
$55.9M 560,574 +132,842 +31%
Osaic Holdings
21
Osaic Holdings
Arizona
$55.2M 553,206 -288,375 -34%
WA
22
Waverly Advisors
Alabama
$50.9M 509,989 -126,839 -20%
CG
23
Colony Group
Massachusetts
$45.8M 459,172 +20,345 +5%
KCM
24
Kathmere Capital Management
Pennsylvania
$42.8M 428,984 +77,378 +22%
TCM
25
TD Capital Management
Tennessee
$40.7M 407,724 -19,190 -4%