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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

143 hedge funds and large institutions have $787M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
51
Reduced
50
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EGWAG
1
Elwood & Goetz Wealth Advisory Group
Georgia
$33.9M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$22.4M
3
TFA
3
Tobias Financial Advisors
Florida
$21.2M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$69M
5
Wells Fargo
5
Wells Fargo
California
$17.4M

Top Sellers

1
RCA
1
Reitz Capital Advisors
Michigan
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$44.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65M
4
PAG
4
Private Advisor Group
New Jersey
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$4.6M +$232K +2,380 +5%
SW
27
SkyOak Wealth
Michigan
$4.57M -$4.9M -50,270 -52%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$4.31M +$127K +1,303 +3%
AAS
29
Ameritas Advisory Services
Nebraska
$4.29M -$268K -2,747 -6%
CW
30
CreativeOne Wealth
Kansas
$3.49M +$1.32M +13,581 +61%
NA
31
NewEdge Advisors
Louisiana
$3.42M +$1.42M +14,603 +71%
BCM
32
Brookstone Capital Management
Illinois
$3.3M +$3.3M +33,857 New
VNA
33
Valley National Advisers
Pennsylvania
$3.18M +$2.68M +27,452 +538%
WA
34
WBH Advisory
Maryland
$3.16M +$3.16M +32,500 New
TCM
35
TD Capital Management
Tennessee
$3.11M +$367K +3,761 +13%
BEAM
36
Baker Ellis Asset Management
Washington
$3.08M +$238K +2,445 +8%
CCFM
37
Clear Creek Financial Management
Washington
$2.95M +$21.2K +217 +0.7%
CWM
38
CarsonAllaria Wealth Management
Illinois
$2.93M +$386K +3,954 +15%
NA
39
Nottingham Advisors
New York
$2.64M -$73.1K -750 -3%
SPL
40
Smart Portfolios LLC
Washington
$2.63M -$187K -1,921 -7%
ASN
41
Advisory Services Network
Georgia
$2.62M +$579K +5,934 +28%
Jane Street
42
Jane Street
New York
$2.55M -$971K -9,953 -28%
CB
43
Community Bank
New York
$2.54M – – –
IA
44
IFP Advisors
Florida
$2.52M +$2.52M +25,237 +252,370%
ACM
45
Anfield Capital Management
California
$2.51M +$2.51M +25,756 New
AIFAIM
46
American Institute for Advanced Investment Management
Arizona
$2.46M +$163K +1,670 +7%
SSC
47
Syverson Strege & Co
Iowa
$2.37M +$91.3K +936 +4%
CM
48
Columbus Macro
Pennsylvania
$2.06M +$27.7K +284 +1%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.94M +$72.7K +746 +4%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.94M -$725K -7,432 -27%
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