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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 %
Corient Private Wealth
76
Corient Private Wealth
Florida
$752K -$37K -390 -5%
CSC
77
Caldwell Sutter Capital
California
$735K +$38.2K +402 +5%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$726K +$71.2K +750 +11%
MAG
79
Mayfair Advisory Group
Alabama
$703K +$61.3K +645 +10%
FIM
80
Fernwood Investment Management
Massachusetts
$665K – – –
NAS
81
NWF Advisory Services
California
$630K +$630K +6,607 New
SFA
82
Sequoia Financial Advisors
Ohio
$629K -$118K -1,240 -16%
GM
83
GeoWealth Management
Illinois
$611K +$248K +2,609 +68%
SI
84
Stephens Inc
Arkansas
$582K – – –
AG
85
AmeriFlex Group
Nevada
$581K +$581K +6,080 New
HHGA
86
Halbert Hargrove Global Advisors
California
$580K -$231K -2,436 -29%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$572K +$21.4K +225 +4%
ACP
88
Aviance Capital Partners
Florida
$570K +$15.2K +160 +3%
Jane Street
89
Jane Street
New York
$568K -$164K -1,723 -22%
AWM
90
AE Wealth Management
Kansas
$551K +$551K +5,805 New
MML Investors Services
91
MML Investors Services
Massachusetts
$550K +$47.7K +502 +9%
ASN
92
Advisory Services Network
Georgia
$515K -$508K -5,349 -50%
CAL
93
Capital Advisors Ltd
Ohio
$478K +$1.43K +15 +0.3%
AFP
94
Ausdal Financial Partners
Iowa
$474K +$65.6K +691 +16%
CTFG
95
Capstone Triton Financial Group
Oklahoma
$469K – – –
SEIA
96
Signature Estate & Investment Advisors
California
$455K +$855 +9 +0.2%
AWM
97
Accredited Wealth Management
Kentucky
$422K +$422K +4,430 New
HNB
98
Huntington National Bank
Ohio
$413K -$595K – –
MAM
99
Milestone Asset Management
Pennsylvania
$377K -$5.7K -60 -1%
AIFAIM
100
American Institute for Advanced Investment Management
Arizona
$377K -$49.9K -525 -12%
2 3
4
5 6