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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
SPL
51
Smart Portfolios LLC
Washington
$2.24M -$15K -160 -0.7%
NA
52
NewEdge Advisors
Louisiana
$2.12M +$189K +2,021 +10%
RA
53
RFG Advisory
Alabama
$2.04M -$197K -2,097 -9%
EFS
54
Essex Financial Services
Connecticut
$1.72M -$4.69K -50 -0.3%
CFGF
55
Compass Financial Group (Florida)
Florida
$1.63M +$135K +1,444 +9%
CW
56
CreativeOne Wealth
Kansas
$1.39M -$1.96M -20,892 -59%
PA
57
PFG Advisors
Arizona
$1.35M +$244K +2,605 +22%
KAS
58
Kestra Advisory Services
Texas
$1.34M +$20.3K +217 +2%
Citadel Advisors
59
Citadel Advisors
Florida
$1.3M -$323K -3,443 -20%
ASN
60
Advisory Services Network
Georgia
$1.18M -$168K -1,792 -12%
ERIC
61
Eagle Rock Investment Company
Georgia
$1.18M -$502K -5,350 -30%
WA
62
WBH Advisory
Maryland
$1.18M -$275K -2,938 -19%
Brown Advisory
63
Brown Advisory
Maryland
$1.14M -$38.9K -415 -3%
DFG
64
Delta Financial Group
New Jersey
$1.12M -$455K -4,853 -29%
RDFA
65
Ritter Daniher Financial Advisory
Ohio
$1.09M -$579K -6,179 -35%
GM
66
GeoWealth Management
Illinois
$1.07M +$41.1K +438 +4%
FGAM
67
Financial Gravity Asset Management
Texas
$1.02M +$928K +140,356 +1,061%
CFS
68
CGC Financial Services
Oregon
$950K -$23.7K -253 -2%
FIM
69
Fernwood Investment Management
Massachusetts
$937K
PFS
70
Prospera Financial Services
Texas
$930K -$50.8K -541 -5%
NFG
71
Nations Financial Group
Iowa
$897K -$255K -2,725 -22%
HHGA
72
Halbert Hargrove Global Advisors
California
$894K -$12.6M -134,842 -93%
LCWP
73
Legacy Capital Wealth Partners
Arkansas
$889K +$889K +9,480 New
DC
74
Davenport & Co
Virginia
$876K -$400K -4,263 -31%
CIBC World Market
75
CIBC World Market
Ontario, Canada
$865K +$58.7K +626 +7%