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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

148 hedge funds and large institutions have $603M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
53
Reduced
57
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
101
Means Investment Company
Maine
$359K +$3.65K +38 +1%
ACM
102
Anfield Capital Management
California
$354K
GWM
103
Geneos Wealth Management
Colorado
$336K
WN
104
Williams & Novak
California
$308K -$723K -7,533 -70%
AAS
105
Ameritas Advisory Services
Nebraska
$307K -$8.06K -84 -3%
CAAS
106
Capital Asset Advisory Services
Michigan
$300K -$1.05K -11 -0.3%
AWM
107
Axxcess Wealth Management
California
$298K -$5.18K -54 -2%
SFS
108
Security Financial Services
Indiana
$296K +$82.9K +864 +39%
DT
109
Diversified Trust
Tennessee
$295K +$3.55K +37 +1%
CWM
110
Cedar Wealth Management
California
$291K
MFA
111
Mayflower Financial Advisors
Massachusetts
$290K -$176K -1,834 -38%
BFC
112
Bedel Financial Consulting
Indiana
$273K
NFG
113
Nations Financial Group
Iowa
$269K -$93.6K -975 -26%
IIA
114
IPG Investment Advisors
California
$263K
TFA
115
Tobias Financial Advisors
Florida
$253K +$2.21K +23 +0.9%
CRC
116
Curi RMB Capital
Illinois
$247K +$31K +323 +14%
VFG
117
Valley Financial Group
Pennsylvania
$246K
NRI
118
NFP Retirement Inc
California
$229K -$480 -5 -0.2%
ICP
119
Interchange Capital Partners
Pennsylvania
$225K -$39.3K -410 -15%
HSWM
120
Hubbell Strickland Wealth Management
Louisiana
$222K -$10.6K -110 -5%
CD
121
Chapin Davis
Maryland
$211K
CIR
122
Clear Investment Research
Georgia
$209K -$16.4K -171 -7%
SAM
123
Strategy Asset Managers
California
$206K +$206K +2,147 New
FCA
124
FinTrust Capital Advisors
South Carolina
$193K
HI
125
Harbour Investments
Wisconsin
$157K +$20.1K +209 +15%