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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

158 hedge funds and large institutions have $729M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
17
Increased
51
Reduced
67
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$5.54M -$558K -5,886 -9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.74M +$1.24M +13,071 +35%
MOS
28
MGO One Seven
Ohio
$4.49M -$1.82M -19,187 -29%
FNC
29
First National Corp
Massachusetts
$4.37M -$60.1K -634 -1%
Renaissance Technologies
30
Renaissance Technologies
New York
$4.32M +$275K +2,900 +7%
SW
31
SkyOak Wealth
Michigan
$4.25M -$12.8K -135 -0.3%
CWM
32
CarsonAllaria Wealth Management
Illinois
$4.1M +$253K +2,668 +7%
Stifel Financial
33
Stifel Financial
Missouri
$3.91M -$395K -4,173 -9%
AAS
34
Ameritas Advisory Services
Nebraska
$3.7M -$1.6M -16,903 -30%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.5M -$38.8K -409 -1%
SSC
36
Syverson Strege & Co
Iowa
$3.38M +$28.3K +299 +0.8%
GIP
37
Greatmark Investment Partners
Georgia
$3.36M -$489K -5,163 -13%
CCFM
38
Clear Creek Financial Management
Washington
$3.1M -$63.2K -667 -2%
SFM
39
Signet Financial Management
New Jersey
$2.93M +$262K +2,769 +10%
PFG
40
PAX Financial Group
Texas
$2.82M +$245K +2,584 +10%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.72M -$569K -6,000 -17%
SRC
42
Sage Rhino Capital
California
$2.59M +$5.88K +62 +0.2%
IA
43
IFP Advisors
Florida
$2.56M +$88.5K +934 +4%
FIC
44
Family Investment Center
Missouri
$2.5M -$293K -3,093 -11%
PWS
45
Precision Wealth Strategies
Missouri
$2.46M -$943K -9,948 -28%
PCMC
46
Planning Capital Management Corporation
Pennsylvania
$2.36M +$2.36M +24,941 New
SPL
47
Smart Portfolios LLC
Washington
$2.26M -$11.6K -122 -0.5%
HHGA
48
Halbert Hargrove Global Advisors
California
$2.23M +$1.33M +14,004 +147%
RA
49
RFG Advisory
Alabama
$1.97M -$89.1K -940 -4%
CW
50
CreativeOne Wealth
Kansas
$1.9M +$495K +5,220 +35%