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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

79 hedge funds and large institutions have $353M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
30
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$60.1M 589,229 -202,479 -26%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$51.3M 502,986
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.5M 487,100
HCM
4
Howland Capital Management
Massachusetts
$22M 215,912 -37,038 -15%
AFS
5
Access Financial Services
Minnesota
$20.2M 198,004 +2,454 +1%
Wells Fargo
6
Wells Fargo
California
$14.9M 146,034 +73,223 +101%
Bank of America
7
Bank of America
North Carolina
$14.7M 144,193 +80,551 +127%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.7M 124,801 +8,003 +7%
BRWM
9
B. Riley Wealth Management
Tennessee
$9.96M 97,833 +73,555 +303%
UBS Group
10
UBS Group
Switzerland
$6.3M 61,775 -8,968 -13%
FNC
11
First National Corp
Massachusetts
$5.82M 57,052 +27,729 +95%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.8M 56,927 -1,629 -3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$5.51M 54,092 -6,010 -10%
Morgan Stanley
14
Morgan Stanley
New York
$5.47M 53,625 +3,423 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.8M 47,090 -1,824 -4%
ACM
16
AlphaStar Capital Management
North Carolina
$4.72M 46,302 +1,953 +4%
LPL Financial
17
LPL Financial
California
$4.72M 46,301 +31,295 +209%
CFG
18
Cooper Financial Group
California
$4.01M 39,300 +8,157 +26%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$3.6M 35,339 +3,537 +11%
ATWA
20
Arbor Trust Wealth Advisors
Michigan
$3.57M 34,996 -1,230 -3%
Stifel Financial
21
Stifel Financial
Missouri
$2.88M 28,210 +4,821 +21%
GIP
22
Greatmark Investment Partners
Georgia
$2.75M 27,003 +4,283 +19%
OPS
23
Orion Portfolio Solutions
Nebraska
$2.69M 26,421 +7,098 +37%
AWM
24
AE Wealth Management
Kansas
$2.44M 23,934 +23,934 New
CM
25
Columbus Macro
Pennsylvania
$2.41M 23,678 +6,918 +41%