We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

653 hedge funds and large institutions have $8.89B invested in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 256 increasing their positions, 225 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 44

14% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 225

12% more capital invested

Capital invested by funds: $7.92B → $8.89B (+$974M)

4% more funds holding

Funds holding: 627653 (+26)

2.1% more ownership

Funds ownership: 71.96%74.06% (+2.1%)

5% less funds holding in top 10

Funds holding in top 10: 3836 (-2)

Holders
653
Holders Change
+26
Holders Change %
+4.15%
% of All Funds
9.43%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.52%
New
80
Increased
256
Reduced
225
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.33B +$575M +5,727,406 +33%
Wells Fargo
2
Wells Fargo
California
$915M +$33.7M +336,152 +4%
Morgan Stanley
3
Morgan Stanley
New York
$814M +$791K +7,876 +0.1%
AssetMark Inc
4
AssetMark Inc
California
$610M +$57.6M +573,673 +10%
HWM
5
HB Wealth Management
Georgia
$301M +$31.8M +317,114 +12%
Allianz Asset Management
6
Allianz Asset Management
Germany
$242M +$2.41M +23,995 +1%
LPL Financial
7
LPL Financial
California
$227M +$35.6M +354,226 +19%
UBS Group
8
UBS Group
Switzerland
$179M -$11.8M -117,944 -6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$174M -$19.7M -196,109 -10%
Bank of America
10
Bank of America
North Carolina
$123M +$36.6M +364,956 +42%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$114M +$77.4M +770,635 +214%
State of Tennessee, Department of Treasury
12
State of Tennessee, Department of Treasury
Tennessee
$96.8M +$150K +1,494 +0.2%
Renaissance Technologies
13
Renaissance Technologies
New York
$78.3M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$78.1M +$24.9M +247,848 +47%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$70.5M +$448K +4,467 +0.6%
JFGLC
16
Johnson Financial Group LLC (Colorado)
Colorado
$68.8M -$11.1M -110,809 -14%
MIAS
17
Mason Investment Advisory Services
Virginia
$68.5M -$505K -5,028 -0.7%
KeyBank National Association
18
KeyBank National Association
Ohio
$66.7M +$3.47M +34,581 +6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$62M -$2.11M -20,977 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$61.3M -$1.48M -14,756 -2%
FM
21
Family Management
New York
$59.9M +$8.74M +87,031 +17%
Mariner
22
Mariner
Kansas
$57.2M +$5.23M +52,095 +10%
AWM
23
AE Wealth Management
Kansas
$44.3M +$8.24M +82,115 +23%
JWM
24
JFG Wealth Management
Colorado
$43.2M -$23.3M -232,175 -35%
Truist Financial
25
Truist Financial
North Carolina
$41.1M +$356K +3,541 +0.9%