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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

143 hedge funds and large institutions have $787M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.26%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
23
Increased
51
Reduced
50
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$69.2M 709,354 +27,145 +4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$69M 707,972 +141,096 +25%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65M 666,324 -81,227 -11%
HighTower Advisors
4
HighTower Advisors
Illinois
$50M 512,519 +57,977 +13%
Osaic Holdings
5
Osaic Holdings
Arizona
$44.8M 477,484 -106,023 -18%
Morgan Stanley
6
Morgan Stanley
New York
$41M 420,755 +12,013 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$33.9M 347,427 -66,134 -16%
EGWAG
8
Elwood & Goetz Wealth Advisory Group
Georgia
$33.9M 347,321 +347,321 New
HCM
9
Howland Capital Management
Massachusetts
$32.5M 333,019 -17,900 -5%
HHGA
10
Halbert Hargrove Global Advisors
California
$22.4M 229,432 +229,432 New
TFA
11
Tobias Financial Advisors
Florida
$21.2M 217,139 +217,139 New
PP
12
Palladium Partners
Virginia
$20.2M 206,677 -12,688 -6%
UBS Group
13
UBS Group
Switzerland
$18.9M 193,839 +3,708 +2%
AFS
14
Access Financial Services
Minnesota
$17.7M 181,099 +61 +0%
Wells Fargo
15
Wells Fargo
California
$17.4M 178,865 +92,844 +108%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.8M 171,856 -23,270 -12%
KCM
17
Kathmere Capital Management
Pennsylvania
$15.5M 159,240 +4,933 +3%
ACM
18
Antonetti Capital Management
Florida
$12.3M 125,615 +11,183 +10%
AWS
19
AJ Wealth Strategies
New York
$12M 123,248 +11,484 +10%
SW
20
StrongBox Wealth
Missouri
$11.5M 117,567 +20,925 +22%
FNC
21
First National Corp
Massachusetts
$9.62M 98,586 +9,276 +10%
Stifel Financial
22
Stifel Financial
Missouri
$8.02M 82,265 +4,149 +5%
LPL Financial
23
LPL Financial
California
$7.23M 74,130 -259 -0.3%
GIP
24
Greatmark Investment Partners
Georgia
$6.85M 70,208 -4,879 -6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.88M 50,069 +19,828 +66%