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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 %
BCM
151
Brookstone Capital Management
Illinois
-$1.32M -13,991 Closed
SPIA
152
Steward Partners Investment Advisory
New York
-$1.33M -13,990 Closed
ICP
153
Interchange Capital Partners
Pennsylvania
-$1.16M -12,229 Closed
MSFS
154
Main Street Financial Solutions
Pennsylvania
-$969K -10,217 Closed
BCI
155
Brinker Capital Investments
Pennsylvania
-$917K -9,669 Closed
OPS
156
Orion Portfolio Solutions
Nebraska
-$917K -9,669 Closed
PWM
157
PRW Wealth Management
Massachusetts
-$882K -9,300 Closed
RL
158
Retireful LLC
Michigan
-$792K -8,347 Closed
TA
159
Tiedemann Advisors
New York
-$590K -6,214 Closed
SFC
160
SYM Financial Corp
Indiana
-$407K -4,291 Closed
KF
161
Krilogy Financial
Missouri
-$331K -3,486 Closed
PD
162
Planning Directions
Pennsylvania
-$270K -2,850 Closed
AC
163
Addison Capital
Pennsylvania
-$270K -2,850 Closed
MA
164
Mutual Advisors
Nebraska
-$229K -2,409 Closed
SIA
165
Schechter Investment Advisors
Michigan
-$201K -2,122 Closed
PAG
166
Private Advisor Group
New Jersey
-$200K -2,108 Closed
BAM
167
Belpointe Asset Management
Nevada
-$74.3K -783 Closed
PB
168
Pinnacle Bancorp
Nebraska
-$18.4K -194 Closed
Fidelity Investments
169
Fidelity Investments
Massachusetts
-$14K -148 Closed