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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

151 hedge funds and large institutions have $723M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
14
Increased
53
Reduced
59
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$25.8M
2
Jane Street
2
Jane Street
New York
$32.3M
3
AAS
3
Ameritas Advisory Services
Nebraska
$5.24M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.88M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.5M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$109M
2
HHGA
2
Halbert Hargrove Global Advisors
California
$894K
3
AC
3
AIFG Consultants
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$55.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$6.31M +$65.2K +696 +1%
MOS
27
MGO One Seven
Ohio
$6.24M +$437K +4,658 +8%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$6.03M -$280K -2,988 -4%
AAS
29
Ameritas Advisory Services
Nebraska
$5.24M +$5.24M +55,916 New
LWM
30
Lionsbridge Wealth Management
Florida
$5.16M +$94 +1 +0%
PA
31
Procyon Advisors
Connecticut
$5.15M +$543K +5,797 +12%
SFA
32
Sequoia Financial Advisors
Ohio
$5.03M -$322K -3,432 -6%
FNC
33
First National Corp
Massachusetts
$4.39M +$476K +5,078 +12%
Stifel Financial
34
Stifel Financial
Missouri
$4.26M -$420K -4,478 -9%
SW
35
SkyOak Wealth
Michigan
$4.22M +$251K +2,682 +6%
Renaissance Technologies
36
Renaissance Technologies
New York
$4M -$300K -3,200 -7%
GIP
37
Greatmark Investment Partners
Georgia
$3.81M -$512K -5,461 -12%
CWM
38
CarsonAllaria Wealth Management
Illinois
$3.8M -$553K -5,898 -13%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$3.5M +$1.97M +21,017 +129%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.46M +$218K +2,322 +7%
PWS
41
Precision Wealth Strategies
Missouri
$3.36M +$948K +10,111 +39%
SSC
42
Syverson Strege & Co
Iowa
$3.32M +$59.4K +634 +2%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$3.25M -$947K -10,101 -23%
CCFM
44
Clear Creek Financial Management
Washington
$3.13M +$20.2K +216 +0.7%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.96M +$29.5K +315 +1%
FIC
46
Family Investment Center
Missouri
$2.76M +$189K +2,017 +7%
SFM
47
Signet Financial Management
New Jersey
$2.64M +$151K +1,614 +6%
SRC
48
Sage Rhino Capital
California
$2.55M -$44.2K -471 -2%
PFG
49
PAX Financial Group
Texas
$2.55M +$1.06M +11,296 +71%
IA
50
IFP Advisors
Florida
$2.45M +$9.47K +101 +0.4%
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