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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.61%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$8.94M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.22M
3
UBS Group
3
UBS Group
Switzerland
$31.1M
4
TCM
4
TD Capital Management
Tennessee
$31.4M
5
OWA
5
Opal Wealth Advisors
New York
$4.45M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$17.2M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$136M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$28.6M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$108M
5
HIP
5
HUB Investment Partners
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
126
Bedel Financial Consulting
Indiana
$296K +$33.9K +360 +13%
CWM
127
Curi Wealth Management
North Carolina
$291K -$25.5K -270 -8%
Truist Financial
128
Truist Financial
North Carolina
$288K -$325K -3,444 -53%
AFP
129
Ausdal Financial Partners
Iowa
$272K -$759K -8,051 -74%
FA
130
Fountainhead AM
New Jersey
$263K +$1.7K +18 +0.6%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$254K +$660 +7 +0.3%
BRWA
132
B. Riley Wealth Advisors
Florida
$237K +$237K +2,509 New
HSWM
133
Hubbell Strickland Wealth Management
Louisiana
$237K +$237K +2,514 New
CIR
134
Clear Investment Research
Georgia
$228K – – –
MA
135
Mutual Advisors
Nebraska
$227K +$227K +2,404 New
PA
136
PFG Advisors
Arizona
$220K +$220K +2,335 New
AWM
137
Avior Wealth Management
Nebraska
$213K – – –
BF
138
BOK Financial
Oklahoma
$206K +$206K +2,183 New
SIA
139
Schechter Investment Advisors
Michigan
$204K +$660 +7 +0.3%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$104K – – –
PTC
141
Private Trust Company
Ohio
$101K – – –
CB
142
Community Bank
New York
$94.3K – – –
BAM
143
Belpointe Asset Management
Nevada
$85.1K -$192K -2,036 -69%
FMP
144
Financial Management Professionals
Texas
$76K – – –
DWMG
145
DB Wealth Management Group
California
$69.5K – – –
AssetMark Inc
146
AssetMark Inc
California
$61.3K +$61.3K +650 New
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$49K +$4.71K +50 +11%
SCA
148
Stonebridge Capital Advisors
Minnesota
$25.5K -$9.43K -100 -27%
LWP
149
Laurel Wealth Planning
Minnesota
$21.2K – – –
PB
150
Pinnacle Bancorp
Nebraska
$18K -$1.86K -20 -9%
4 5
6
7 8