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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

160 hedge funds and large institutions have $980M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
2.77%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
24
Increased
56
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$152M
2
TCM
2
TD Capital Management
Tennessee
$26M
3
HIP
3
HUB Investment Partners
Texas
$11.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.4M
5
SFA
5
Sequoia Financial Advisors
Ohio
$50.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$49.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$43.6M
3
Jane Street
3
Jane Street
New York
$0
4
SW
4
StrongBox Wealth
Missouri
$3.04M
5
Wells Fargo
5
Wells Fargo
California
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
76
Orion Portfolio Solutions
Nebraska
$897K -$1.89K -20 -0.2%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$880K -$88.7K -937 -9%
TW
78
TrinityPoint Wealth
Connecticut
$870K +$63.7K +673 +8%
CA
79
CGN Advisors
Kansas
$838K +$838K +8,851 New
CIBC World Market
80
CIBC World Market
Ontario, Canada
$837K +$5.69K +60 +0.7%
CBFP
81
Cedar Brook Financial Partners
Ohio
$759K -$19.4K -205 -2%
TWC
82
TD Waterhouse Canada
Ontario, Canada
$701K +$95K +1,005 +16%
ACP
83
Aviance Capital Partners
Florida
$691K -$173K -1,830 -20%
FCA
84
FinTrust Capital Advisors
South Carolina
$688K -$223K -2,379 -24%
SFC
85
SYM Financial Corp
Indiana
$684K -$84.2K -890 -11%
ATWA
86
Arbor Trust Wealth Advisors
Michigan
$678K -$64.5K -682 -9%
PA
87
Procyon Advisors
Connecticut
$623K -$392K -4,134 -39%
Truist Financial
88
Truist Financial
North Carolina
$615K -$264K -2,786 -30%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$608K -$577K -6,092 -49%
PA
90
Parallel Advisors
California
$606K -$60.9K -643 -9%
NRI
91
NFP Retirement Inc
California
$597K +$218K +2,300 +58%
AA
92
Advisory Alpha
Michigan
$588K -$44.4K -468 -7%
SI
93
Stephens Inc
Arkansas
$580K – – –
CL
94
CPWM LLC
Washington
$565K -$222K -2,343 -28%
MFA
95
Mayflower Financial Advisors
Massachusetts
$561K – – –
PD
96
Planning Directions
Pennsylvania
$556K +$556K +5,867 New
CTFG
97
Capstone Triton Financial Group
Oklahoma
$476K – – –
MCC
98
Money Concepts Capital
Florida
$467K +$313K +3,301 +203%
KF
99
Krilogy Financial
Missouri
$466K +$1.23K +13 +0.3%
AIP
100
Almanack Investment Partners
Pennsylvania
$461K +$96.2K +1,014 +26%
2 3
4
5 6