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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

151 hedge funds and large institutions have $723M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
14
Increased
53
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HT
101
Heritage Trust
Oklahoma
$371K
GWM
102
Geneos Wealth Management
Colorado
$357K
IWM
103
IHT Wealth Management
Illinois
$353K +$43.5K +464 +14%
MIC
104
Means Investment Company
Maine
$352K +$32.5K +347 +10%
HI
105
Harbour Investments
Wisconsin
$343K -$2.05M -21,913 -86%
SW
106
StrongBox Wealth
Missouri
$332K -$126K -1,347 -28%
CFG
107
Carr Financial Group
Massachusetts
$332K -$160K -1,704 -33%
MML Investors Services
108
MML Investors Services
Massachusetts
$324K -$36.1K -385 -10%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$297K +$4.5K +48 +2%
BFC
110
Bedel Financial Consulting
Indiana
$294K
ACP
111
Aviance Capital Partners
Florida
$286K -$74.2K -792 -21%
CWM
112
Cedar Wealth Management
California
$278K +$3.09K +33 +1%
TWC
113
TD Waterhouse Canada
Ontario, Canada
$276K
NRI
114
NFP Retirement Inc
California
$274K
AF
115
Advisornet Financial
Minnesota
$272K -$184K -1,964 -40%
DWP
116
Daymark Wealth Partners
Ohio
$269K -$115K -1,225 -30%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$251K
CIR
118
Clear Investment Research
Georgia
$245K +$24.2K +258 +11%
HSWM
119
Hubbell Strickland Wealth Management
Louisiana
$243K +$1.69K +18 +0.7%
AAS
120
Asset Allocation Strategies
Michigan
$233K +$233K +2,489 New
AssetMark Inc
121
AssetMark Inc
California
$232K +$89.5K +955 +63%
AA
122
Advisory Alpha
Michigan
$228K -$4.22K -45 -2%
ATWA
123
Arbor Trust Wealth Advisors
Michigan
$207K -$69.4K -740 -25%
CD
124
Chapin Davis
Maryland
$206K
SIA
125
Schechter Investment Advisors
Michigan
$203K +$203K +2,170 New