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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 %
DC
51
Davenport & Co
Virginia
$1.65M +$300K +3,173 +22%
BCM
52
Brookstone Capital Management
Illinois
$1.43M +$1.43M +15,082 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.43M -$410K -4,329 -22%
PCP
54
Proficio Capital Partners
Massachusetts
$1.38M -$115K -1,220 -8%
KAS
55
Kestra Advisory Services
Texas
$1.33M +$61.5K +650 +5%
GM
56
GeoWealth Management
Illinois
$1.33M +$44.6K +471 +3%
SSC
57
Syverson Strege & Co
Iowa
$1.29M -$2.13M -22,457 -62%
SFA
58
Sequoia Financial Advisors
Ohio
$1.21M -$162K -1,714 -12%
CFGF
59
Compass Financial Group (Florida)
Florida
$1.2M +$57.6K +609 +5%
DFG
60
Delta Financial Group
New Jersey
$1.13M – – –
FIC
61
Family Investment Center
Missouri
$1.07M -$728K -7,686 -41%
NA
62
NewEdge Advisors
Louisiana
$1.05M +$915K +9,662 +700%
ASN
63
Advisory Services Network
Georgia
$1.02M -$33.5K -354 -3%
WN
64
Williams & Novak
California
$1.02M -$531K -5,604 -34%
PA
65
Procyon Advisors
Connecticut
$993K -$2.25M -23,795 -69%
WA
66
WBH Advisory
Maryland
$971K -$6.72K -71 -0.7%
FFA
67
Farther Finance Advisors
California
$951K +$630K +6,671 +196%
LCWP
68
Legacy Capital Wealth Partners
Arkansas
$901K +$901K +9,515 New
PFS
69
Prospera Financial Services
Texas
$861K -$79.1K -834 -8%
SPL
70
Smart Portfolios LLC
Washington
$836K -$1.42M -15,015 -63%
HHGA
71
Halbert Hargrove Global Advisors
California
$830K +$35.9K +379 +5%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$814K +$58.9K +622 +8%
Corient Private Wealth
73
Corient Private Wealth
Florida
$756K +$2.08K +22 +0.3%
Comerica Bank
74
Comerica Bank
Texas
$751K +$290K +3,068 +63%
GA
75
Geller Advisors
New York
$736K +$63.5K +671 +9%
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3
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