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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

156 hedge funds and large institutions have $646M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
26
Increased
45
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$14.8M
3
IAA
Independent Advisor Alliance
North Carolina
+$6.66M
4
AC
AIFG Consultants
New York
+$4.04M
5
LPL Financial
LPL Financial
California
+$4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.41M
2
TCM
TD Capital Management
Tennessee
-$3.09M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.85M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
CarsonAllaria Wealth Management
Illinois
$4.35M +$276K +2,910 +7%
VNA
27
Valley National Advisers
Pennsylvania
$4.07M -$37.7K -397 -0.9%
AC
28
AIFG Consultants
New York
$4.04M +$4.04M +42,567 New
TCFP
29
Treasure Coast Financial Planning
Florida
$3.89M -$556K -5,849 -13%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.88M -$86.7K -913 -2%
SW
31
SkyOak Wealth
Michigan
$3.54M -$533K -5,611 -13%
4WM
32
49 Wealth Management
Texas
$3.25M -$542K -5,707 -14%
Brown Advisory
33
Brown Advisory
Maryland
$3.23M +$189K +1,993 +6%
EFS
34
Essex Financial Services
Connecticut
$3.19M +$291K +3,068 +10%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.99M -$124K -1,302 -4%
IA
36
IFP Advisors
Florida
$2.9M -$21.8K -229 -0.7%
CCFM
37
Clear Creek Financial Management
Washington
$2.89M -$140K -1,479 -5%
SRC
38
Sage Rhino Capital
California
$2.71M -$37.9K -399 -1%
KW
39
Keyvantage Wealth
Pennsylvania
$2.62M +$2.62M +27,616 New
Mariner
40
Mariner
Kansas
$2.52M +$30.3K +319 +1%
MOS
41
MGO One Seven
Ohio
$2.49M +$237K +2,493 +11%
RA
42
RFG Advisory
Alabama
$2.44M +$101K +1,061 +4%
BWMG
43
Barnes Wealth Management Group
California
$2.36M +$2.36M +24,882 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.34M -$774K -8,144 -25%
PA
45
PFG Advisors
Arizona
$2.31M +$72.9K +767 +3%
PFG
46
PAX Financial Group
Texas
$2.3M -$105K -1,105 -4%
NA
47
NewEdge Advisors
Louisiana
$2.27M -$61K -642 -3%
PP
48
Patten & Patten
Tennessee
$2.21M -$267K -2,808 -11%
Raymond James Financial
49
Raymond James Financial
Florida
$2.19M +$2.19M +23,076 New
GIP
50
Greatmark Investment Partners
Georgia
$2.18M -$65.2K -686 -3%
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