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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

147 hedge funds and large institutions have $715M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
2.32%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
11
Increased
50
Reduced
61
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$142K -$6.09K -65 -4%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$104K
CB
128
Community Bank
New York
$93.7K
FMP
129
Financial Management Professionals
Texas
$76K
DWMG
130
DB Wealth Management Group
California
$68.7K
PTC
131
Private Trust Company
Ohio
$65.8K
BFEC
132
Benjamin F. Edwards & Company
Missouri
$24K +$24K +253 New
S
133
SignatureFD
Georgia
$13.7K
VAG
134
VisionPoint Advisory Group
Texas
$10.4K +$10.4K +111 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$9.84K
TWM
136
Tradition Wealth Management
Minnesota
$7K +$7K +73 New
SWM
137
Sanctuary Wealth Management
Idaho
$6.09K +$6.09K +65 New
Allianz Asset Management
138
Allianz Asset Management
Germany
$5.91K +$94 +1 +2%
CFGS
139
Concourse Financial Group Securities
Alabama
$4.22K
FFA
140
Farther Finance Advisors
California
$3K
TRCT
141
Tower Research Capital (TRC)
New York
$2.34K
FGAM
142
Financial Gravity Asset Management
Texas
$1.24K +$2 +22 +0.2%
CAL
143
Capital Analysts LLC
Pennsylvania
$1K
TF
144
TimeScale Financial
Massachusetts
$844 +$844 +9 New
GEA
145
Glen Eagle Advisors
New Jersey
$750
FWM
146
Focused Wealth Management
New York
$375
WWM
147
Wagner Wealth Management
South Carolina
$83
AAS
148
Ameritas Advisory Services
Nebraska
-$5.37M -56,684 Closed
CFG
149
Cooper Financial Group
California
-$1.43M -15,060 Closed
FFWM
150
Future Financial Wealth Management
Ohio
-$1.36M -14,334 Closed