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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

159 hedge funds and large institutions have $928M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 15 closing their positions.

Holders
159
Holders Change
-3
Holders Change %
-1.85%
% of All Funds
2.55%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
16
Increased
62
Reduced
63
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$128M 1,345,301 -98,494 -7%
HHGA
2
Halbert Hargrove Global Advisors
California
$109M 1,151,975 +1,268 +0.1%
Bank of America
3
Bank of America
North Carolina
$63.3M 667,136 -34,586 -5%
Osaic Holdings
4
Osaic Holdings
Arizona
$45.7M 481,655 +6,147 +1%
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$42.9M 451,606 +133,066 +42%
Morgan Stanley
6
Morgan Stanley
New York
$36.6M 385,305 -156,523 -29%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$32M 336,906 -1,480 -0.4%
TCM
8
TD Capital Management
Tennessee
$31.7M 334,171 +892 +0.3%
HighTower Advisors
9
HighTower Advisors
Illinois
$29.6M 312,046 +8,645 +3%
UBS Group
10
UBS Group
Switzerland
$25.7M 271,156 -58,420 -18%
TFA
11
Tobias Financial Advisors
Florida
$22M 231,752 +15,553 +7%
LPL Financial
12
LPL Financial
California
$20.7M 218,611 +44,547 +26%
KCM
13
Kathmere Capital Management
Pennsylvania
$19.9M 210,178 +16,011 +8%
Cerity Partners
14
Cerity Partners
New York
$17.3M 182,770 +1,158 +0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.8M 166,418 -6,182 -4%
AFS
16
Access Financial Services
Minnesota
$15.7M 165,240 -1,471 -0.9%
SFA
17
Sequoia Financial Advisors
Ohio
$15.4M 162,648 -19,844 -11%
OCFG
18
O'Connor Financial Group
Illinois
$13.7M 144,844 +144,844 New
HCM
19
Howland Capital Management
Massachusetts
$12.8M 134,597 -32,282 -19%
Wells Fargo
20
Wells Fargo
California
$11.1M 116,758 +36,908 +46%
AC
21
AIFG Consultants
New York
$10.4M 109,997 +29,461 +37%
TCFP
22
Treasure Coast Financial Planning
Florida
$9.46M 99,748 -18,758 -16%
Renaissance Technologies
23
Renaissance Technologies
New York
$8.04M 84,700 -10,181 -11%
OIA
24
OneDigital Investment Advisors
Kansas
$7.53M 79,372 +40,844 +106%
APW
25
Austin Private Wealth
Texas
$7.16M 75,508 +1,593 +2%