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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

151 hedge funds and large institutions have $609M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
45
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
Advocacy Wealth Management Services
Georgia
+$38.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.23M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.91M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.17M
5
TCM
TD Capital Management
Tennessee
+$3.04M

Top Sellers

1
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$19.5M
2
4WM
49 Wealth Management
Texas
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12.1M
4
Cerity Partners
Cerity Partners
New York
-$4.88M
5
VIA
Vickerman Investment Advisors
Washington
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCFP
26
Treasure Coast Financial Planning
Florida
$4.28M -$13.4K -142 -0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.28M +$93.3K +985 +2%
Citadel Advisors
28
Citadel Advisors
Florida
$4.14M -$1.27M -13,452 -24%
CWM
29
CarsonAllaria Wealth Management
Illinois
$3.84M +$219K +2,318 +6%
SFM
30
Signet Financial Management
New Jersey
$3.83M +$365K +3,858 +11%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$3.47M -$319K -3,365 -8%
PFG
32
PAX Financial Group
Texas
$3.17M +$223K +2,358 +8%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.17M -$884K -9,339 -22%
GIP
34
Greatmark Investment Partners
Georgia
$3.16M -$45.3K -478 -1%
CCFM
35
Clear Creek Financial Management
Washington
$3.01M -$31.7K -335 -1%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.92M -$2.83M -29,864 -49%
IA
37
IFP Advisors
Florida
$2.77M -$105K -1,106 -4%
Stifel Financial
38
Stifel Financial
Missouri
$2.76M -$385K -4,070 -12%
SRC
39
Sage Rhino Capital
California
$2.73M +$29.2K +308 +1%
Brown Advisory
40
Brown Advisory
Maryland
$2.6M +$535K +5,652 +26%
EFS
41
Essex Financial Services
Connecticut
$2.59M +$775K +8,127 +43%
PP
42
Patten & Patten
Tennessee
$2.46M -$22.6K -239 -0.9%
MOS
43
MGO One Seven
Ohio
$2.46M -$1.75M -18,466 -42%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.36M -$36.9K -390 -2%
CW
45
CreativeOne Wealth
Kansas
$2.21M -$785K -8,290 -26%
PA
46
PFG Advisors
Arizona
$2.01M +$436K +4,609 +28%
AC
47
Avestar Capital
New York
$1.99M -$83.7K -884 -4%
AAS
48
Avantax Advisory Services
Texas
$1.86M +$142K +1,499 +8%
RA
49
RFG Advisory
Alabama
$1.77M +$172K +1,812 +11%
PCMC
50
Planning Capital Management Corporation
Pennsylvania
$1.69M -$525K -5,541 -24%
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