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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

151 hedge funds and large institutions have $723M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 8 closing their positions.

Holders
151
Holders Change
+4
Holders Change %
+2.72%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
14
Increased
53
Reduced
59
Closed
8
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
$109M 1,166,794 -138,859 -11%
Bank of America
2
Bank of America
North Carolina
$55.2M 589,061 -67,571 -10%
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$44M 469,736 +15,587 +3%
Jane Street
4
Jane Street
New York
$32.3M 344,984 +259,841 +305%
TCM
5
TD Capital Management
Tennessee
$30.6M 326,654 -15,634 -5%
Morgan Stanley
6
Morgan Stanley
New York
$29.5M 315,134 -19,918 -6%
AWMS
7
Advocacy Wealth Management Services
Georgia
$25.8M 274,705 +274,705 New
HighTower Advisors
8
HighTower Advisors
Illinois
$24.9M 265,512 -46,108 -15%
TFA
9
Tobias Financial Advisors
Florida
$23.9M 255,322 +19,508 +8%
KCM
10
Kathmere Capital Management
Pennsylvania
$22.7M 241,783 +18,669 +8%
UBS Group
11
UBS Group
Switzerland
$19.7M 209,830 +6,146 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$15.8M 168,709 -580 -0.3%
OCFG
13
O'Connor Financial Group
Illinois
$15.7M 167,380 +5,907 +4%
LPL Financial
14
LPL Financial
California
$15.4M 163,906 +4,753 +3%
Cerity Partners
15
Cerity Partners
New York
$15M 160,132 +10,965 +7%
AFS
16
Access Financial Services
Minnesota
$14.7M 156,737 -5,864 -4%
HCM
17
Howland Capital Management
Massachusetts
$10.6M 112,975 -15,793 -12%
OIA
18
OneDigital Investment Advisors
Kansas
$10.1M 107,994 +14,489 +15%
Osaic Holdings
19
Osaic Holdings
Arizona
$9.88M 105,378 +29,641 +39%
TCFP
20
Treasure Coast Financial Planning
Florida
$8.64M 92,155 -1,420 -2%
Wells Fargo
21
Wells Fargo
California
$8.03M 85,655 +2,331 +3%
APW
22
Austin Private Wealth
Texas
$7.56M 80,702 +243 +0.3%
DAS
23
Dynamic Advisor Solutions
Arizona
$7.5M 79,995 +9,272 +13%
VNA
24
Valley National Advisers
Pennsylvania
$6.5M 69,335 -524 -0.8%
ACM
25
Antonetti Capital Management
Florida
$6.38M 68,048 -163 -0.2%