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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

151 hedge funds and large institutions have $609M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
45
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
Advocacy Wealth Management Services
Georgia
+$38.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.23M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.91M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.17M
5
TCM
TD Capital Management
Tennessee
+$3.04M

Top Sellers

1
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$19.5M
2
4WM
49 Wealth Management
Texas
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12.1M
4
Cerity Partners
Cerity Partners
New York
-$4.88M
5
VIA
Vickerman Investment Advisors
Washington
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$329K +$329K +3,480 New
AAS
102
Ameritas Advisory Services
Nebraska
$311K -$1.89K -20 -0.6%
AWM
103
Axxcess Wealth Management
California
$299K +$14.9K +157 +5%
CAAS
104
Capital Asset Advisory Services
Michigan
$298K +$16.4K +173 +6%
ACP
105
Aviance Capital Partners
Florida
$291K +$23.7K +250 +9%
DT
106
Diversified Trust
Tennessee
$287K +$3.41K +36 +1%
CWM
107
Cedar Wealth Management
California
$287K – – –
RJA
108
Raymond James & Associates
Florida
$284K -$103K -1,092 -27%
BFC
109
Bedel Financial Consulting
Indiana
$269K -$18.9K -200 -7%
ICP
110
Interchange Capital Partners
Pennsylvania
$260K +$260K +2,750 New
IIA
111
IPG Investment Advisors
California
$260K – – –
EGWAG
112
Elwood & Goetz Wealth Advisory Group
Georgia
$252K -$19.5M -206,219 -99%
TFA
113
Tobias Financial Advisors
Florida
$248K -$72.2K -763 -23%
VFG
114
Valley Financial Group
Pennsylvania
$243K -$3.22K -34 -1%
HSWM
115
Hubbell Strickland Wealth Management
Louisiana
$230K -$1.33K -14 -0.6%
NRI
116
NFP Retirement Inc
California
$227K – – –
CIR
117
Clear Investment Research
Georgia
$223K -$473 -5 -0.2%
CRC
118
Curi RMB Capital
Illinois
$214K -$8.9K -94 -4%
AA
119
Advisory Alpha
Michigan
$211K -$2.84K -30 -1%
SFS
120
Security Financial Services
Indiana
$210K +$210K +2,222 New
CD
121
Chapin Davis
Maryland
$208K – – –
CCAL
122
City Center Advisors LLC
Michigan
$204K – – –
CFG
123
Carr Financial Group
Massachusetts
$203K -$53.5K -565 -21%
FCA
124
FinTrust Capital Advisors
South Carolina
$190K -$100K -1,057 -34%
FGAM
125
Financial Gravity Asset Management
Texas
$148K -$124K -1,307 -45%
3 4
5
6 7