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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 %
CA
101
Cetera Advisors
Colorado
$449K -$13.5K -142 -3%
AWM
102
AE Wealth Management
Kansas
$425K +$425K +4,485 New
AF
103
Advisornet Financial
Minnesota
$404K +$226K +2,390 +127%
RVPG
104
Relative Value Partners Group
$403K +$403K +4,260 New
AC
105
Addison Capital
Pennsylvania
$383K – – –
HT
106
Heritage Trust
Oklahoma
$375K – – –
AFM
107
Andesa Financial Management
Pennsylvania
$370K +$370K +3,892 New
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$355K +$355K +3,750 New
GWM
109
Geneos Wealth Management
Colorado
$354K +$23.1K +245 +7%
CAN
110
Cetera Advisor Networks
California
$348K -$313K -3,305 -47%
GM
111
GeoWealth Management
Illinois
$336K +$148K +1,560 +78%
MAG
112
Mayfair Advisory Group
Alabama
$332K +$332K +3,500 New
CWM
113
Curi Wealth Management
North Carolina
$317K +$55.2K +584 +21%
SJIA
114
St. James Investment Advisors
New York
$309K +$117K +1,235 +61%
Renaissance Technologies
115
Renaissance Technologies
New York
$303K +$303K +3,200 New
BAM
116
Belpointe Asset Management
Nevada
$278K -$255K -2,696 -48%
FA
117
Fountainhead AM
New Jersey
$263K +$263K +2,773 New
BFC
118
Bedel Financial Consulting
Indiana
$259K +$259K +2,781 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$254K -$16K -169 -6%
FFWM
120
Future Financial Wealth Management
Ohio
$252K -$550K -5,728 -69%
PGFC
121
Peapack-Gladstone Financial Corp
New Jersey
$251K -$218K -2,300 -46%
APA
122
American Portfolios Advisors
New York
$243K -$8.05K -85 -3%
AWM
123
Axxcess Wealth Management
California
$234K – – –
CIR
124
Clear Investment Research
Georgia
$229K -$1.04K -11 -0.5%
HCWM
125
Harrison & Co Wealth Management
Virginia
$224K -$4.54K -48 -2%
3 4
5
6 7