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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

159 hedge funds and large institutions have $928M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-3
Holders Change %
-1.85%
% of All Funds
2.55%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
16
Increased
62
Reduced
63
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
26
MGO One Seven
Ohio
$7.16M -$897K -9,458 -11%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$6.69M -$4.52M -47,603 -40%
ACM
28
Antonetti Capital Management
Florida
$6.51M -$6.83K -72 -0.1%
VNA
29
Valley National Advisers
Pennsylvania
$6.47M -$51K -538 -0.8%
AAS
30
Ameritas Advisory Services
Nebraska
$5.37M +$5.37M +56,684 New
LWM
31
Lionsbridge Wealth Management
Florida
$5.11M -$334K -3,518 -6%
GIP
32
Greatmark Investment Partners
Georgia
$5.02M -$563K -5,929 -10%
IWC
33
Integrated Wealth Concepts
Massachusetts
$4.9M +$293K +3,090 +6%
DAS
34
Dynamic Advisor Solutions
Arizona
$4.8M +$1.49M +15,682 +45%
Stifel Financial
35
Stifel Financial
Missouri
$4.73M +$745K +7,856 +19%
Jane Street
36
Jane Street
New York
$4.63M +$4.63M +48,844 New
PA
37
Procyon Advisors
Connecticut
$4.37M +$30.8K +325 +0.7%
CWM
38
CarsonAllaria Wealth Management
Illinois
$4.19M +$45.2K +476 +1%
SW
39
SkyOak Wealth
Michigan
$4.16M +$433K +4,559 +12%
CW
40
CreativeOne Wealth
Kansas
$3.85M -$38.8K -409 -1%
SSC
41
Syverson Strege & Co
Iowa
$3.51M +$95.3K +1,004 +3%
RDFA
42
Ritter Daniher Financial Advisory
Ohio
$3.17M +$385K +4,060 +14%
CCFM
43
Clear Creek Financial Management
Washington
$3.15M +$67.9K +716 +2%
FNC
44
First National Corp
Massachusetts
$2.96M +$447K +4,712 +18%
SRC
45
Sage Rhino Capital
California
$2.62M +$267K +2,813 +11%
HI
46
Harbour Investments
Wisconsin
$2.45M +$402K +4,237 +20%
FIC
47
Family Investment Center
Missouri
$2.45M +$166K +1,750 +7%
SFM
48
Signet Financial Management
New Jersey
$2.33M +$677K +7,140 +41%
SPL
49
Smart Portfolios LLC
Washington
$2.3M +$190 +2 +0%
WA
50
WBH Advisory
Maryland
$2.28M +$2.28M +24,058 New