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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

147 hedge funds and large institutions have $715M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
2.32%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
11
Increased
50
Reduced
61
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
26
Antonetti Capital Management
Florida
$6.39M -$41.2K -440 -0.6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$6.32M +$6.32M +67,368 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$6.24M +$1.4M +14,948 +29%
MOS
29
MGO One Seven
Ohio
$5.8M -$1.27M -13,532 -18%
SFA
30
Sequoia Financial Advisors
Ohio
$5.36M -$9.89M -105,516 -65%
LWM
31
Lionsbridge Wealth Management
Florida
$5.16M +$120K +1,279 +2%
Stifel Financial
32
Stifel Financial
Missouri
$4.68M +$11.8K +126 +0.3%
PA
33
Procyon Advisors
Connecticut
$4.61M +$294K +3,131 +7%
CWM
34
CarsonAllaria Wealth Management
Illinois
$4.35M +$211K +2,253 +5%
GIP
35
Greatmark Investment Partners
Georgia
$4.32M -$643K -6,858 -13%
Renaissance Technologies
36
Renaissance Technologies
New York
$4.3M -$3.64M -38,800 -46%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$4.2M -$315K -3,360 -7%
SW
38
SkyOak Wealth
Michigan
$3.96M -$142K -1,517 -3%
FNC
39
First National Corp
Massachusetts
$3.91M +$984K +10,500 +34%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$3.5M +$2.69M +28,703 +332%
CW
41
CreativeOne Wealth
Kansas
$3.34M -$458K -4,889 -12%
SSC
42
Syverson Strege & Co
Iowa
$3.26M -$205K -2,192 -6%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.25M -$28.3M -302,287 -90%
CCFM
44
Clear Creek Financial Management
Washington
$3.11M -$1.41K -15 -0%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.93M +$2.93M +31,296 New
SRC
46
Sage Rhino Capital
California
$2.6M +$11.8K +126 +0.5%
FIC
47
Family Investment Center
Missouri
$2.57M +$151K +1,609 +6%
SFM
48
Signet Financial Management
New Jersey
$2.49M +$183K +1,949 +8%
IA
49
IFP Advisors
Florida
$2.44M +$1.16M +12,424 +92%
PWS
50
Precision Wealth Strategies
Missouri
$2.41M +$686K +7,315 +40%