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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.61%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$8.94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.22M
3
UBS Group
3
UBS Group
Switzerland
$31.1M
4
TCM
4
TD Capital Management
Tennessee
$31.4M
5
OWA
5
Opal Wealth Advisors
New York
$4.45M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$17.2M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$136M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$28.6M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$108M
5
HIP
5
HUB Investment Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
26
Austin Private Wealth
Texas
$6.97M -$447K -4,739 -6%
VNA
27
Valley National Advisers
Pennsylvania
$6.51M +$204K +2,163 +3%
ACM
28
Antonetti Capital Management
Florida
$6.48M -$5.58M -59,193 -46%
AWM
29
Aevitas Wealth Management
Massachusetts
$6.3M +$3.02M +32,041 +92%
Citadel Advisors
30
Citadel Advisors
Florida
$6.22M +$6.22M +66,004 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.79M -$69.4K -736 -1%
GIP
32
Greatmark Investment Partners
Georgia
$5.55M -$885K -9,394 -14%
LWM
33
Lionsbridge Wealth Management
Florida
$5.4M +$4.22M +44,818 +358%
IWC
34
Integrated Wealth Concepts
Massachusetts
$4.58M -$449K -4,760 -9%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$4.48M +$2.98M +31,624 +199%
OWA
36
Opal Wealth Advisors
New York
$4.45M +$4.45M +47,227 New
PA
37
Procyon Advisors
Connecticut
$4.31M +$3.69M +39,161 +595%
AWS
38
Atria Wealth Solutions
New York
$4.29M +$1.25M +13,208 +41%
CWM
39
CarsonAllaria Wealth Management
Illinois
$4.12M -$19.3K -205 -0.5%
Stifel Financial
40
Stifel Financial
Missouri
$3.95M +$1.08M +11,500 +38%
CW
41
CreativeOne Wealth
Kansas
$3.86M -$531K -5,629 -12%
SW
42
SkyOak Wealth
Michigan
$3.7M -$31.8K -337 -0.9%
OIA
43
OneDigital Investment Advisors
Kansas
$3.63M +$1.88M +19,936 +107%
SSC
44
Syverson Strege & Co
Iowa
$3.39M +$76.7K +814 +2%
DAS
45
Dynamic Advisor Solutions
Arizona
$3.29M +$1.14M +12,112 +53%
KAS
46
Kestra Advisory Services
Texas
$3.15M +$1.96M +20,823 +166%
IA
47
IFP Advisors
Florida
$3.07M -$3.1M -29,825 -50%
CCFM
48
Clear Creek Financial Management
Washington
$3.06M +$31K +329 +1%
BEAM
49
Baker Ellis Asset Management
Washington
$2.89M -$383K -4,060 -12%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.85M +$1.8M +19,113 +172%
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