LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$63.1M
2
LPL Financial
2
LPL Financial
California
$40.6M
3
VIA
3
Vickerman Investment Advisors
Washington
$13.3M
4
PA
4
Procyon Advisors
Connecticut
$15.9M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$33.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$932K
2
TFA
2
Tobias Financial Advisors
Florida
$444K
3
KCM
3
Kathmere Capital Management
Pennsylvania
$581K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$104M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$1.78M -$3.31M -34,938 -65%
AAS
52
Avantax Advisory Services
Texas
$1.6M +$897K +9,469 +127%
WN
53
Williams & Novak
California
$1.55M +$1.55M +16,342 New
EFS
54
Essex Financial Services
Connecticut
$1.48M -$262K -2,766 -15%
PA
55
PFG Advisors
Arizona
$1.41M +$40.2K +424 +3%
WA
56
Win Advisors
Florida
$1.39M +$1.39M +14,630 New
Brown Advisory
57
Brown Advisory
Maryland
$1.32M +$174K +1,836 +15%
KAS
58
Kestra Advisory Services
Texas
$1.27M -$81.1K -856 -6%
CFS
59
CGC Financial Services
Oregon
$1.23M +$274K +2,888 +29%
FGAM
60
Financial Gravity Asset Management
Texas
$1.22M +$17.1K +2,185 +1%
DC
61
Davenport & Co
Virginia
$1.21M +$328K +3,460 +37%
ASN
62
Advisory Services Network
Georgia
$1.19M -$1.42K -15 -0.1%
CFGF
63
Compass Financial Group (Florida)
Florida
$1.16M -$490K -5,174 -30%
GM
64
GeoWealth Management
Illinois
$1.15M +$67.7K +714 +6%
DFG
65
Delta Financial Group
New Jersey
$1.13M – – –
WA
66
WBH Advisory
Maryland
$1.12M -$67.5K -712 -6%
AC
67
Avestar Capital
New York
$964K +$145K +1,529 +18%
PFS
68
Prospera Financial Services
Texas
$932K -$6.35K -67 -0.7%
Jane Street
69
Jane Street
New York
$932K -$31.8M -335,149 -97%
LCWP
70
Legacy Capital Wealth Partners
Arkansas
$899K +$1.04K +11 +0.1%
Corient Private Wealth
71
Corient Private Wealth
Florida
$841K +$159K +1,675 +23%
NFG
72
Nations Financial Group
Iowa
$758K -$148K -1,565 -16%
CAAS
73
Capital Asset Advisory Services
Michigan
$738K +$46.3K +489 +7%
AWM
74
Axxcess Wealth Management
California
$738K +$64.5K +681 +10%
CSC
75
Caldwell Sutter Capital
California
$708K +$14.8K +156 +2%
1 2
3
4 5