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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

147 hedge funds and large institutions have $715M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
2.32%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
11
Increased
50
Reduced
61
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$412K -$112K -1,200 -21%
DWP
102
Daymark Wealth Partners
Ohio
$384K -$72.6K -775 -16%
HT
103
Heritage Trust
Oklahoma
$371K
MML Investors Services
104
MML Investors Services
Massachusetts
$360K -$82.9K -884 -19%
ACP
105
Aviance Capital Partners
Florida
$360K -$191K -2,033 -35%
GWM
106
Geneos Wealth Management
Colorado
$357K -$31.8K -339 -8%
MIC
107
Means Investment Company
Maine
$319K -$2.34K -25 -0.7%
CWM
108
Curi Wealth Management
North Carolina
$313K +$50.6K +540 +19%
IWM
109
IHT Wealth Management
Illinois
$309K +$309K +3,301 New
AAS
110
Avantax Advisory Services
Texas
$306K +$26.2K +279 +9%
BFC
111
Bedel Financial Consulting
Indiana
$294K
RJFSA
112
Raymond James Financial Services Advisors
Florida
$293K -$6.32M -67,395 -96%
ATWA
113
Arbor Trust Wealth Advisors
Michigan
$276K -$108K -1,147 -28%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$276K
CWM
115
Cedar Wealth Management
California
$275K +$2.63K +28 +1%
NRI
116
NFP Retirement Inc
California
$274K -$305K -3,250 -53%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$251K +$9.39K +100 +4%
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$245K +$23.5K +252 +11%
HSWM
119
Hubbell Strickland Wealth Management
Louisiana
$241K +$1.59K +17 +0.7%
AA
120
Advisory Alpha
Michigan
$232K -$161K -1,714 -41%
CIR
121
Clear Investment Research
Georgia
$221K -$35.3K -377 -14%
Truist Financial
122
Truist Financial
North Carolina
$209K -$101K -1,082 -33%
CD
123
Chapin Davis
Maryland
$206K +$206K +2,201 New
PA
124
Parallel Advisors
California
$200K
AWM
125
Avior Wealth Management
Nebraska
$190K