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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

156 hedge funds and large institutions have $646M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
26
Increased
45
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$14.8M
3
IAA
Independent Advisor Alliance
North Carolina
+$6.66M
4
AC
AIFG Consultants
New York
+$4.04M
5
LPL Financial
LPL Financial
California
+$4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.41M
2
TCM
TD Capital Management
Tennessee
-$3.09M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.85M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
101
Heritage Trust
Oklahoma
$376K +$376K +3,958 New
MIC
102
Means Investment Company
Maine
$359K +$3.61K +38 +1%
WA
103
WBH Advisory
Maryland
$357K -$237K -2,492 -40%
ACM
104
Anfield Capital Management
California
$351K – – –
SA
105
Skyline Advisors
Washington
$340K -$53K -558 -13%
NA
106
Nottingham Advisors
New York
$334K -$166K -1,750 -33%
CFS
107
CGC Financial Services
Oregon
$331K -$433K -4,562 -57%
CAAS
108
Capital Asset Advisory Services
Michigan
$321K +$21.6K +227 +7%
AWM
109
Axxcess Wealth Management
California
$319K +$24.1K +254 +8%
SA
110
Sanctuary Advisors
Indiana
$312K -$58.7K -614 -16%
AAS
111
Ameritas Advisory Services
Nebraska
$304K – – –
DT
112
Diversified Trust
Tennessee
$295K +$3.52K +37 +1%
CWM
113
Cedar Wealth Management
California
$288K – – –
WGC
114
Watts Gwilliam & Co
Arizona
$278K -$175K -1,841 -39%
BFC
115
Bedel Financial Consulting
Indiana
$271K – – –
AQR Capital Management
116
AQR Capital Management
Connecticut
$264K +$264K +2,780 New
IIA
117
IPG Investment Advisors
California
$262K – – –
CL
118
Choreo LLC
Illinois
$257K +$257K +2,691 New
MFA
119
Mayflower Financial Advisors
Massachusetts
$256K -$31.3K -329 -11%
TFA
120
Tobias Financial Advisors
Florida
$246K -$4.65K -49 -2%
CRC
121
Curi RMB Capital
Illinois
$244K -$475 -5 -0.2%
HSWM
122
Hubbell Strickland Wealth Management
Louisiana
$221K +$1.62K +17 +0.7%
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$217K +$217K +2,288 New
WN
124
Williams & Novak
California
$215K -$89K -937 -29%
CD
125
Chapin Davis
Maryland
$211K – – –
3 4
5
6 7