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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

147 hedge funds and large institutions have $715M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 61 reducing their positions, and 22 closing their positions.

Holders
147
Holders Change
-12
Holders Change %
-7.55%
% of All Funds
2.32%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
11
Increased
50
Reduced
61
Closed
22
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
$122M 1,305,653 -39,648 -3%
Bank of America
2
Bank of America
North Carolina
$61.6M 656,632 -10,504 -2%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$42.6M 454,149 +2,543 +0.6%
TCM
4
TD Capital Management
Tennessee
$32.1M 342,288 +8,117 +2%
Morgan Stanley
5
Morgan Stanley
New York
$31.4M 335,052 -50,253 -13%
HighTower Advisors
6
HighTower Advisors
Illinois
$29.2M 311,620 -426 -0.1%
TFA
7
Tobias Financial Advisors
Florida
$22.1M 235,814 +4,062 +2%
KCM
8
Kathmere Capital Management
Pennsylvania
$20.9M 223,114 +12,936 +6%
UBS Group
9
UBS Group
Switzerland
$19.1M 203,684 -67,472 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$15.9M 169,289 +2,871 +2%
AFS
11
Access Financial Services
Minnesota
$15.2M 162,601 -2,639 -2%
OCFG
12
O'Connor Financial Group
Illinois
$15.1M 161,473 +16,629 +11%
LPL Financial
13
LPL Financial
California
$14.9M 159,153 -59,458 -27%
Cerity Partners
14
Cerity Partners
New York
$14M 149,167 -33,603 -18%
HHGA
15
Halbert Hargrove Global Advisors
California
$13.5M 144,382 -1,007,593 -87%
HCM
16
Howland Capital Management
Massachusetts
$12.1M 128,768 -5,829 -4%
AC
17
AIFG Consultants
New York
$10.4M 110,888 +891 +0.8%
TCFP
18
Treasure Coast Financial Planning
Florida
$8.77M 93,575 -6,173 -6%
OIA
19
OneDigital Investment Advisors
Kansas
$8.77M 93,505 +14,133 +18%
Jane Street
20
Jane Street
New York
$7.98M 85,143 +36,299 +74%
Wells Fargo
21
Wells Fargo
California
$7.81M 83,324 -33,434 -29%
APW
22
Austin Private Wealth
Texas
$7.54M 80,459 +4,951 +7%
Osaic Holdings
23
Osaic Holdings
Arizona
$7.1M 75,737 -405,918 -84%
DAS
24
Dynamic Advisor Solutions
Arizona
$6.63M 70,723 +20,178 +40%
VNA
25
Valley National Advisers
Pennsylvania
$6.55M 69,859 +1,540 +2%