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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

144 hedge funds and large institutions have $764M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+18
Holders Change %
+14.29%
% of All Funds
2.22%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
30
Increased
57
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$45.4M
2
Morgan Stanley
Morgan Stanley
New York
+$7.54M
3
PAG
Private Advisor Group
New Jersey
+$6.52M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.52M
5
RCA
Reitz Capital Advisors
Michigan
+$4.75M

Top Sellers

1
TFA
Tobias Financial Advisors
Florida
-$20.9M
2
HI
Harbour Investments
Wisconsin
-$3.73M
3
Stifel Financial
Stifel Financial
Missouri
-$3.32M
4
KAS
Kestra Advisory Services
Texas
-$2.14M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
BlackDiamond Wealth Management
New York
$374K +$374K +3,722 New
WMS
102
Wealth Management Solutions
Pennsylvania
$335K +$335K +3,326 New
RJFSA
103
Raymond James Financial Services Advisors
Florida
$332K -$4.63K -46 -1%
SEIA
104
Signature Estate & Investment Advisors
California
$323K +$49.7K +494 +18%
Citigroup
105
Citigroup
New York
$320K +$16.5K +164 +5%
GVAG
106
Great Valley Advisor Group
Delaware
$316K +$5.53K +55 +2%
BAM
107
Belpointe Asset Management
Nevada
$313K +$313K +3,113 New
AWA
108
Arkadios Wealth Advisors
Georgia
$299K – – –
APA
109
American Portfolios Advisors
New York
$269K +$174K +1,726 +182%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$268K +$37.2K +370 +16%
AWM
111
Axxcess Wealth Management
California
$265K +$265K +2,632 New
SC
112
Slow Capital
California
$246K – – –
SW
113
Signify Wealth
Missouri
$223K +$223K +2,218 New
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$221K -$218K -2,175 -50%
BRWM
115
B. Riley Wealth Management
Tennessee
$219K +$219K +2,181 New
FAIM
116
Financial Advocates Investment Management
Washington
$201K – – –
CIR
117
Clear Investment Research
Georgia
$181K -$15.6K -155 -8%
GWM
118
Geneos Wealth Management
Colorado
$169K -$247K -2,470 -59%
SBL
119
Sargent Bickham Lagudis
Colorado
$165K +$50K +496 +43%
DWMG
120
DB Wealth Management Group
California
$146K -$4.83K -48 -3%
WTC
121
WhitTier Trust Company
Nevada
$99K – – –
AWM
122
Avior Wealth Management
Nebraska
$85K +$85K +847 New
FMP
123
Financial Management Professionals
Texas
$82K – – –
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$82K +$10.4K +103 +15%
GM
125
GeoWealth Management
Illinois
$77K +$4.62K +46 +6%
3 4
5
6 7