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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

156 hedge funds and large institutions have $1.03B invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
156
Holders Change
+13
Holders Change %
+9.09%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.15%
New
27
Increased
58
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
1
Halbert Hargrove Global Advisors
California
$120M 1,249,570 +1,020,138 +445%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$119M 1,241,036 +533,064 +75%
Bank of America
3
Bank of America
North Carolina
$69.9M 727,748 +18,394 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$66M 687,010 +209,526 +44%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$64M 666,325 +1 +0%
HighTower Advisors
6
HighTower Advisors
Illinois
$57.8M 602,551 +90,032 +18%
SFA
7
Sequoia Financial Advisors
Ohio
$41.9M 436,777 +436,777 New
Morgan Stanley
8
Morgan Stanley
New York
$39M 406,012 -14,743 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$35.4M 369,043 +21,616 +6%
UBS Group
10
UBS Group
Switzerland
$28.7M 298,726 +104,887 +54%
EGWAG
11
Elwood & Goetz Wealth Advisory Group
Georgia
$26.8M 278,825 -68,496 -20%
HCM
12
Howland Capital Management
Massachusetts
$24.1M 251,399 -81,620 -25%
Wells Fargo
13
Wells Fargo
California
$20M 207,915 +29,050 +16%
AFS
14
Access Financial Services
Minnesota
$17.4M 180,737 -362 -0.2%
Cerity Partners
15
Cerity Partners
New York
$16.9M 175,895 +175,895 New
KCM
16
Kathmere Capital Management
Pennsylvania
$15.8M 164,376 +5,136 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13.6M 141,660 -30,196 -18%
Jane Street
18
Jane Street
New York
$13M 135,309 +109,137 +417%
TCFP
19
Treasure Coast Financial Planning
Florida
$12.6M 130,758 +124,250 +1,909%
ACM
20
Antonetti Capital Management
Florida
$12.2M 127,566 +1,951 +2%
SW
21
StrongBox Wealth
Missouri
$11.7M 122,106 +4,539 +4%
TFA
22
Tobias Financial Advisors
Florida
$11.1M 115,075 -102,064 -47%
APW
23
Austin Private Wealth
Texas
$8.05M 83,853 +83,853 New
TCM
24
TD Capital Management
Tennessee
$7.36M 76,618 +44,762 +141%
FNC
25
First National Corp
Massachusetts
$7.13M 74,207 -24,379 -25%