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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 %
Citigroup
76
Citigroup
New York
$729K +$158K +1,671 +28%
CFS
77
CGC Financial Services
Oregon
$710K +$44.7K +472 +7%
CSC
78
Caldwell Sutter Capital
California
$678K +$15.7K +166 +2%
FIM
79
Fernwood Investment Management
Massachusetts
$663K – – –
EFS
80
Econ Financial Services
Pennsylvania
$628K +$17.5K +185 +3%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$611K +$13.3K +140 +2%
MAG
82
Mayfair Advisory Group
Alabama
$601K -$176K -1,850 -23%
HNB
83
Huntington National Bank
Ohio
$587K -$182K – –
SI
84
Stephens Inc
Arkansas
$580K – – –
MML Investors Services
85
MML Investors Services
Massachusetts
$558K -$36K -380 -6%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$509K -$36.6K -386 -7%
FTUS
87
Flow Traders U.S.
New York
$492K -$100K -1,060 -17%
CTFG
88
Capstone Triton Financial Group
Oklahoma
$467K – – –
MFA
89
Mayflower Financial Advisors
Massachusetts
$459K -$46.3K -489 -9%
SEIA
90
Signature Estate & Investment Advisors
California
$451K +$451K +4,767 New
CAL
91
Capital Advisors Ltd
Ohio
$443K +$59.5K +629 +16%
AIFAIM
92
American Institute for Advanced Investment Management
Arizona
$440K -$15.1K -160 -3%
SA
93
Skyline Advisors
Washington
$391K +$39.5K +417 +11%
MAM
94
Milestone Asset Management
Pennsylvania
$378K +$378K +3,988 New
HT
95
Heritage Trust
Oklahoma
$375K – – –
SA
96
Sanctuary Advisors
Indiana
$360K +$360K +3,818 New
NFG
97
Nations Financial Group
Iowa
$358K -$175K -1,848 -33%
MIC
98
Means Investment Company
Maine
$350K -$11.6K -122 -3%
ACM
99
Anfield Capital Management
California
$350K -$13.3K -140 -4%
GWM
100
Geneos Wealth Management
Colorado
$331K -$4.73K -50 -1%
2 3
4
5 6