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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.61%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWA
1
Boulder Wealth Advisors
Colorado
$9.95M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$8.94M
3
AC
3
AIFG Consultants
New York
$7.59M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.22M
5
UBS Group
5
UBS Group
Switzerland
$31.1M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$17.2M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$136M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$28.6M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$108M
5
HIP
5
HUB Investment Partners
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$136M 1,443,795 -164,950 -10%
HHGA
2
Halbert Hargrove Global Advisors
California
$108M 1,150,707 -128,392 -10%
Bank of America
3
Bank of America
North Carolina
$66.1M 701,722 -38,353 -5%
Morgan Stanley
4
Morgan Stanley
New York
$51.1M 541,828 +31,065 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$44.8M 475,508 -46,043 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.9M 338,386 -11,877 -3%
TCM
7
TD Capital Management
Tennessee
$31.4M 333,279 +59,150 +22%
UBS Group
8
UBS Group
Switzerland
$31.1M 329,576 +61,444 +23%
EGWAG
9
Elwood & Goetz Wealth Advisory Group
Georgia
$30M 318,540 +1,810 +0.6%
HighTower Advisors
10
HighTower Advisors
Illinois
$28.6M 303,401 -156,688 -34%
TFA
11
Tobias Financial Advisors
Florida
$20.4M 216,199 +20,467 +10%
KCM
12
Kathmere Capital Management
Pennsylvania
$18.3M 194,167 +5,436 +3%
SFA
13
Sequoia Financial Advisors
Ohio
$17.2M 182,492 -352,927 -66%
Cerity Partners
14
Cerity Partners
New York
$17.2M 181,612 +18,005 +11%
LPL Financial
15
LPL Financial
California
$16.4M 174,064 +36,273 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.3M 172,600 +27,922 +19%
HCM
17
Howland Capital Management
Massachusetts
$15.8M 166,879 -33,158 -17%
AFS
18
Access Financial Services
Minnesota
$15.7M 166,711 -8,345 -5%
TCFP
19
Treasure Coast Financial Planning
Florida
$11.2M 118,506 -9,553 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.1M 118,120 +26,234 +29%
BWA
21
Boulder Wealth Advisors
Colorado
$9.95M 105,574 +105,574 New
Renaissance Technologies
22
Renaissance Technologies
New York
$8.94M 94,881 +91,681 +2,865%
MOS
23
MGO One Seven
Ohio
$8M 84,913 -13,225 -13%
AC
24
AIFG Consultants
New York
$7.59M 80,536 +80,536 New
Wells Fargo
25
Wells Fargo
California
$7.53M 79,850 -72,812 -48%
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