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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

160 hedge funds and large institutions have $980M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
2.77%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
24
Increased
56
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$152M
2
TCM
2
TD Capital Management
Tennessee
$26M
3
HIP
3
HUB Investment Partners
Texas
$11.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.4M
5
SFA
5
Sequoia Financial Advisors
Ohio
$50.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$49.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$43.6M
3
Jane Street
3
Jane Street
New York
$0
4
SW
4
StrongBox Wealth
Missouri
$3.04M
5
Wells Fargo
5
Wells Fargo
California
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
26
First National Corp
Massachusetts
$6.36M -$670K -7,073 -10%
VNA
27
Valley National Advisers
Pennsylvania
$6.26M +$2.85M +30,408 +84%
IA
28
IFP Advisors
Florida
$5.92M +$3.4M +34,178 +135%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.88M +$524K +5,538 +10%
IWC
30
Integrated Wealth Concepts
Massachusetts
$5.05M +$583K +6,157 +13%
CW
31
CreativeOne Wealth
Kansas
$4.41M +$932K +9,838 +27%
CWM
32
CarsonAllaria Wealth Management
Illinois
$4.16M +$385K +4,064 +10%
SW
33
SkyOak Wealth
Michigan
$3.75M -$222K -2,344 -6%
SSC
34
Syverson Strege & Co
Iowa
$3.33M -$24.1K -255 -0.7%
AWM
35
Aevitas Wealth Management
Massachusetts
$3.3M +$556K +5,873 +20%
BEAM
36
Baker Ellis Asset Management
Washington
$3.29M -$28.4K -300 -0.9%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$3.08M -$1.06M -11,184 -26%
AWS
38
Atria Wealth Solutions
New York
$3.06M +$441K +4,660 +17%
CCFM
39
Clear Creek Financial Management
Washington
$3.04M -$19.6K -207 -0.6%
SW
40
StrongBox Wealth
Missouri
$3.04M -$8.53M -90,010 -74%
Stifel Financial
41
Stifel Financial
Missouri
$2.88M +$802K +8,467 +39%
BCM
42
Brookstone Capital Management
Illinois
$2.85M -$157K -1,670 -5%
NA
43
NewEdge Advisors
Louisiana
$2.51M -$633K -6,690 -20%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.38M +$545K +5,754 +30%
ACM
45
Anfield Capital Management
California
$2.37M – – –
DAS
46
Dynamic Advisor Solutions
Arizona
$2.16M +$2.16M +22,751 New
AIFAIM
47
American Institute for Advanced Investment Management
Arizona
$2.11M -$320K -3,380 -13%
ERIC
48
Eagle Rock Investment Company
Georgia
$1.84M +$988K +10,429 +117%
OIA
49
OneDigital Investment Advisors
Kansas
$1.76M +$1.76M +18,592 New
CM
50
Columbus Macro
Pennsylvania
$1.68M +$27.5K +290 +2%
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