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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$2.04M +$142K +1,490 +7%
AAS
52
Avantax Advisory Services
Texas
$1.94M +$54.6K +575 +3%
Stifel Financial
53
Stifel Financial
Missouri
$1.94M -$506K -5,324 -21%
AC
54
Avestar Capital
New York
$1.7M -$153K -1,605 -8%
CW
55
CreativeOne Wealth
Kansas
$1.3M -$160K -1,688 -11%
FIC
56
Family Investment Center
Missouri
$1.29M +$220K +2,321 +21%
KAS
57
Kestra Advisory Services
Texas
$1.28M +$2.19K +23 +0.2%
CFGF
58
Compass Financial Group (Florida)
Florida
$1.28M +$12.2K +128 +1%
WA
59
Waverly Advisors
Alabama
$1.28M +$1.28M +13,449 New
SSC
60
Syverson Strege & Co
Iowa
$1.16M -$22.6K -238 -2%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.1M -$235K -2,477 -18%
KF
62
Krilogy Financial
Missouri
$1.06M -$20.2K -213 -2%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$940K +$167K +1,760 +22%
PA
64
Procyon Advisors
Connecticut
$932K -$95 -1 -0%
LCWP
65
Legacy Capital Wealth Partners
Arkansas
$906K +$1.14K +12 +0.1%
OFS
66
OneAscent Financial Services
Alabama
$891K +$891K +9,345 New
PFS
67
Prospera Financial Services
Texas
$878K +$4.09K +43 +0.5%
FFA
68
Farther Finance Advisors
California
$877K +$74.9K +788 +9%
Citadel Advisors
69
Citadel Advisors
Florida
$860K -$1.24M -13,011 -59%
SPL
70
Smart Portfolios LLC
Washington
$819K -$9.97K -105 -1%
PCP
71
Proficio Capital Partners
Massachusetts
$814K -$2.85M -29,956 -78%
GA
72
Geller Advisors
New York
$801K +$66.3K +695 +9%
RCM
73
Riggs Capital Management
Utah
$801K +$801K +8,433 New
BWM
74
BankPlus Wealth Management
Mississippi
$789K +$789K +8,307 New
Comerica Bank
75
Comerica Bank
Texas
$755K -$2.85K -30 -0.4%
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