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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

158 hedge funds and large institutions have $729M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 9 closing their positions.

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.32%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
17
Increased
51
Reduced
67
Closed
9
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
$104M 1,092,893 -73,901 -6%
Morgan Stanley
2
Morgan Stanley
New York
$63.1M 665,672 +350,538 +111%
Bank of America
3
Bank of America
North Carolina
$51.1M 538,816 -50,245 -9%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$44M 463,901 -5,835 -1%
LPL Financial
5
LPL Financial
California
$40.6M 428,926 +265,020 +162%
TCM
6
TD Capital Management
Tennessee
$34.5M 363,753 +37,099 +11%
AWMS
7
Advocacy Wealth Management Services
Georgia
$33.7M 355,859 +81,154 +30%
HighTower Advisors
8
HighTower Advisors
Illinois
$19.6M 206,726 -58,786 -22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.4M 204,283 +35,574 +21%
UBS Group
10
UBS Group
Switzerland
$17.3M 182,149 -27,681 -13%
OCFG
11
O'Connor Financial Group
Illinois
$16.3M 172,520 +5,140 +3%
4WM
12
49 Wealth Management
Texas
$16.3M 171,545 +171,545 New
PA
13
Procyon Advisors
Connecticut
$15.9M 167,383 +112,391 +204%
Cerity Partners
14
Cerity Partners
New York
$15.8M 165,753 +5,621 +4%
AFS
15
Access Financial Services
Minnesota
$13.5M 142,073 -14,664 -9%
VIA
16
Vickerman Investment Advisors
Washington
$13.3M 140,329 +140,329 New
DAS
17
Dynamic Advisor Solutions
Arizona
$11.5M 121,554 +41,559 +52%
IWC
18
Integrated Wealth Concepts
Massachusetts
$11.4M 120,401 +53,122 +79%
HCM
19
Howland Capital Management
Massachusetts
$9.98M 104,955 -8,020 -7%
OIA
20
OneDigital Investment Advisors
Kansas
$9.26M 97,674 -10,320 -10%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.88M 83,130 -22,248 -21%
Wells Fargo
22
Wells Fargo
California
$7.54M 79,526 -6,129 -7%
APW
23
Austin Private Wealth
Texas
$6.89M 72,690 -8,012 -10%
TCFP
24
Treasure Coast Financial Planning
Florida
$6.86M 72,427 -19,728 -21%
VNA
25
Valley National Advisers
Pennsylvania
$6.57M 69,297 -38 -0.1%