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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

160 hedge funds and large institutions have $980M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
160
Holders Change
+4
Holders Change %
+2.56%
% of All Funds
2.77%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
24
Increased
56
Reduced
56
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$152M
2
TCM
2
TD Capital Management
Tennessee
$26M
3
HIP
3
HUB Investment Partners
Texas
$11.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$48.4M
5
SFA
5
Sequoia Financial Advisors
Ohio
$50.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$49.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$43.6M
3
Jane Street
3
Jane Street
New York
$0
4
SW
4
StrongBox Wealth
Missouri
$3.04M
5
Wells Fargo
5
Wells Fargo
California
$14.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$152M 1,608,745 +367,709 +30%
HHGA
2
Halbert Hargrove Global Advisors
California
$121M 1,279,099 +29,529 +2%
Bank of America
3
Bank of America
North Carolina
$70.1M 740,075 +12,327 +2%
SFA
4
Sequoia Financial Advisors
Ohio
$50.7M 535,419 +98,642 +23%
Osaic Holdings
5
Osaic Holdings
Arizona
$49.4M 521,551 -165,459 -24%
Morgan Stanley
6
Morgan Stanley
New York
$48.4M 510,763 +104,751 +26%
HighTower Advisors
7
HighTower Advisors
Illinois
$43.6M 460,089 -142,462 -24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$33.2M 350,263 -18,780 -5%
EGWAG
9
Elwood & Goetz Wealth Advisory Group
Georgia
$30M 316,730 +37,905 +14%
TCM
10
TD Capital Management
Tennessee
$26M 274,129 +197,511 +258%
UBS Group
11
UBS Group
Switzerland
$25.4M 268,132 -30,594 -10%
HCM
12
Howland Capital Management
Massachusetts
$18.9M 200,037 -51,362 -20%
TFA
13
Tobias Financial Advisors
Florida
$18.5M 195,732 +80,657 +70%
KCM
14
Kathmere Capital Management
Pennsylvania
$17.9M 188,731 +24,355 +15%
AFS
15
Access Financial Services
Minnesota
$16.6M 175,056 -5,681 -3%
Cerity Partners
16
Cerity Partners
New York
$15.5M 163,607 -12,288 -7%
Wells Fargo
17
Wells Fargo
California
$14.5M 152,662 -55,253 -27%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.7M 144,678 +3,018 +2%
LPL Financial
19
LPL Financial
California
$13.1M 137,791 +83,607 +154%
TCFP
20
Treasure Coast Financial Planning
Florida
$12.1M 128,059 -2,699 -2%
ACM
21
Antonetti Capital Management
Florida
$12.1M 127,916 +350 +0.3%
HIP
22
HUB Investment Partners
Texas
$11.4M 120,136 +120,136 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.7M 91,886 +40,518 +79%
APW
24
Austin Private Wealth
Texas
$7.45M 78,654 -5,199 -6%
GIP
25
Greatmark Investment Partners
Georgia
$6.46M 68,250 -1,349 -2%
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