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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 %
VFG
126
Valley Financial Group
Pennsylvania
$211K -$32.7K -344 -13%
DC
127
Davenport & Co
Virginia
$210K -$1.68M -17,658 -89%
CIR
128
Clear Investment Research
Georgia
$206K -$1.71K -18 -0.8%
Citigroup
129
Citigroup
New York
$203K -$520K -5,478 -72%
GWM
130
Geneos Wealth Management
Colorado
$160K -$172K -1,814 -52%
HI
131
Harbour Investments
Wisconsin
$155K +$95 +1 +0.1%
CFB
132
Cullen/Frost Bankers
Texas
$135K – – –
CB
133
Community Bank
New York
$95K – – –
FGC
134
Financial Gravity Companies
Texas
$91.7K – – –
AWM
135
Avior Wealth Management
Nebraska
$90.3K – – –
Jones Financial Companies
136
Jones Financial Companies
Missouri
$80.2K +$80.2K +844 New
FMP
137
Financial Management Professionals
Texas
$77K – – –
AssetMark Inc
138
AssetMark Inc
California
$70.3K -$10.7K -113 -13%
PA
139
Parallel Advisors
California
$68.3K – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$43.9K -$47.5K -500 -52%
MCM
141
MAI Capital Management
Ohio
$33.7K +$33.7K +355 New
TWC
142
TD Waterhouse Canada
Ontario, Canada
$32.8K -$25.2K -265 -43%
GRP
143
Global Retirement Partners
California
$31.2K – – –
FFWM
144
Future Financial Wealth Management
Ohio
$28.5K – – –
KFI
145
Key Financial Inc
Pennsylvania
$28.2K – – –
CA
146
Continuum Advisory
Idaho
$24.9K – – –
SIM
147
Synergy Investment Management
Florida
$18.9K +$18.9K +199 New
NP
148
NorthRock Partners
Minnesota
$17.6K +$191 +2 +1%
T
149
Transce3nd
Texas
$9.31K +$9.31K +98 New
SPIA
150
Steward Partners Investment Advisory
New York
$7.6K +$7.6K +80 New
3 4 5
6
7