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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 %
HI
51
Harbour Investments
Wisconsin
$2.4M -$23.3K -249 -1%
SPL
52
Smart Portfolios LLC
Washington
$2.26M -$12.3K -131 -0.5%
RA
53
RFG Advisory
Alabama
$2.24M +$217K +2,318 +11%
ACM
54
Anfield Capital Management
California
$2.02M
NA
55
NewEdge Advisors
Louisiana
$1.93M -$133K -1,420 -6%
EFS
56
Essex Financial Services
Connecticut
$1.72M -$364K -3,879 -17%
ERIC
57
Eagle Rock Investment Company
Georgia
$1.68M -$66.8K -712 -4%
RDFA
58
Ritter Daniher Financial Advisory
Ohio
$1.67M -$1.46M -15,546 -47%
Citadel Advisors
59
Citadel Advisors
Florida
$1.62M +$1.62M +17,272 New
DFG
60
Delta Financial Group
New Jersey
$1.57M -$27K -288 -2%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.53M +$511K +5,454 +50%
CFGF
62
Compass Financial Group (Florida)
Florida
$1.5M -$7.31K -78 -0.5%
PFG
63
PAX Financial Group
Texas
$1.49M +$314K +3,350 +27%
WA
64
WBH Advisory
Maryland
$1.45M -$804K -8,574 -36%
ASN
65
Advisory Services Network
Georgia
$1.35M -$73.8K -787 -5%
KAS
66
Kestra Advisory Services
Texas
$1.32M -$5.06K -54 -0.4%
DC
67
Davenport & Co
Virginia
$1.28M +$25.2K +269 +2%
Brown Advisory
68
Brown Advisory
Maryland
$1.18M -$10.3K -110 -0.9%
NFG
69
Nations Financial Group
Iowa
$1.15M -$166K -1,767 -13%
PA
70
PFG Advisors
Arizona
$1.11M +$121K +1,292 +12%
GM
71
GeoWealth Management
Illinois
$1.03M +$136K +1,447 +15%
PFS
72
Prospera Financial Services
Texas
$981K +$28.4K +303 +3%
CFS
73
CGC Financial Services
Oregon
$973K +$973K +10,384 New
AC
74
Avestar Capital
New York
$950K +$15.4K +164 +2%
FIM
75
Fernwood Investment Management
Massachusetts
$937K