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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

156 hedge funds and large institutions have $1.03B invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+13
Holders Change %
+9.09%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
27
Increased
58
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
26
AJ Wealth Strategies
New York
$6.72M -$5.12M -53,316 -43%
GIP
27
Greatmark Investment Partners
Georgia
$6.68M -$58.5K -609 -0.9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.43M +$626K +6,515 +13%
LPL Financial
29
LPL Financial
California
$5.2M -$1.92M -19,946 -27%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.93M +$4.64M +48,300 +1,574%
MOS
31
MGO One Seven
Ohio
$4.54M +$12.4K +129 +0.3%
IWC
32
Integrated Wealth Concepts
Massachusetts
$4.53M +$4.19M +43,690 +1,263%
VIA
33
Vident Investment Advisory
Georgia
$4.22M +$4.22M +43,931 New
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$4.19M -$46.7K -486 -1%
SW
35
SkyOak Wealth
Michigan
$4.03M -$469K -4,885 -10%
CWM
36
CarsonAllaria Wealth Management
Illinois
$3.83M +$947K +9,864 +33%
Citadel Advisors
37
Citadel Advisors
Florida
$3.79M +$2.01M +20,915 +113%
CW
38
CreativeOne Wealth
Kansas
$3.53M +$97.6K +1,016 +3%
VNA
39
Valley National Advisers
Pennsylvania
$3.48M +$358K +3,727 +11%
FWM
40
Focused Wealth Management
New York
$3.43M +$2.63M +27,378 +330%
SSC
41
Syverson Strege & Co
Iowa
$3.4M +$1.07M +11,093 +46%
BEAM
42
Baker Ellis Asset Management
Washington
$3.36M +$332K +3,462 +11%
NA
43
NewEdge Advisors
Louisiana
$3.19M -$172K -1,795 -5%
KAS
44
Kestra Advisory Services
Texas
$3.19M +$1.75M +18,204 +121%
CCFM
45
Clear Creek Financial Management
Washington
$3.1M +$198K +2,063 +7%
BCM
46
Brookstone Capital Management
Illinois
$3.06M -$189K -1,971 -6%
AWM
47
Aevitas Wealth Management
Massachusetts
$2.78M +$1.26M +13,099 +83%
AWS
48
Atria Wealth Solutions
New York
$2.65M +$1.3M +13,502 +96%
IA
49
IFP Advisors
Florida
$2.52M
AIFAIM
50
American Institute for Advanced Investment Management
Arizona
$2.47M +$46.1K +480 +2%