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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.61%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$8.94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.22M
3
UBS Group
3
UBS Group
Switzerland
$31.1M
4
TCM
4
TD Capital Management
Tennessee
$31.4M
5
OWA
5
Opal Wealth Advisors
New York
$4.45M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$17.2M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$136M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$28.6M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$108M
5
HIP
5
HUB Investment Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
101
TD Waterhouse Canada
Ontario, Canada
$560K -$138K -1,465 -20%
FCA
102
FinTrust Capital Advisors
South Carolina
$558K -$133K -1,414 -19%
ACP
103
Aviance Capital Partners
Florida
$558K -$130K -1,378 -19%
PD
104
Planning Directions
Pennsylvania
$557K +$3.87K +41 +0.7%
CA
105
Cetera Advisors
Colorado
$539K +$92.4K +980 +21%
DWP
106
Daymark Wealth Partners
Ohio
$537K +$537K +5,700 New
SFC
107
SYM Financial Corp
Indiana
$535K -$147K -1,555 -22%
MFA
108
Mayflower Financial Advisors
Massachusetts
$517K -$41.2K -437 -7%
CTFG
109
Capstone Triton Financial Group
Oklahoma
$474K – – –
AA
110
Advisory Alpha
Michigan
$470K -$115K -1,216 -20%
KF
111
Krilogy Financial
Missouri
$465K +$1.79K +19 +0.4%
GWM
112
Geneos Wealth Management
Colorado
$431K +$77.5K +822 +22%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$408K +$54.7K +580 +15%
AAS
114
Asset Allocation Strategies
Michigan
$407K +$407K +4,320 New
RVPG
115
Relative Value Partners Group
$402K – – –
Citigroup
116
Citigroup
New York
$391K +$182K +1,931 +87%
AC
117
Addison Capital
Pennsylvania
$382K – – –
GM
118
GeoWealth Management
Illinois
$376K +$42.1K +448 +13%
Corient Private Wealth
119
Corient Private Wealth
Florida
$374K +$374K +3,973 New
HT
120
Heritage Trust
Oklahoma
$373K – – –
PA
121
Parallel Advisors
California
$367K -$236K -2,503 -39%
MAG
122
Mayfair Advisory Group
Alabama
$367K +$36K +381 +11%
FFWM
123
Future Financial Wealth Management
Ohio
$357K +$109K +1,160 +44%
AF
124
Advisornet Financial
Minnesota
$333K -$69.2K -734 -17%
MIC
125
Means Investment Company
Maine
$321K +$321K +3,408 New
3 4
5
6 7