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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

156 hedge funds and large institutions have $630M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
2.26%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
16
Increased
56
Reduced
61
Closed
16
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
$93.6M 986,537 -106,356 -10%
Bank of America
2
Bank of America
North Carolina
$47.6M 501,572 -37,244 -7%
TCM
3
TD Capital Management
Tennessee
$38.4M 404,477 +40,724 +11%
AWMS
4
Advocacy Wealth Management Services
Georgia
$36.7M 387,028 +31,169 +9%
Morgan Stanley
5
Morgan Stanley
New York
$30.5M 321,255 -344,417 -52%
HighTower Advisors
6
HighTower Advisors
Illinois
$22.1M 233,407 +26,681 +13%
LPL Financial
7
LPL Financial
California
$20.2M 212,700 -216,226 -50%
EGWAG
8
Elwood & Goetz Wealth Advisory Group
Georgia
$19.8M 208,885 -255,016 -55%
UBS Group
9
UBS Group
Switzerland
$18.9M 199,634 +17,485 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.5M 195,155 -9,128 -4%
4WM
11
49 Wealth Management
Texas
$18.5M 195,948 +24,403 +14%
OCFG
12
O'Connor Financial Group
Illinois
$17.3M 181,920 +9,400 +5%
VIA
13
Vickerman Investment Advisors
Washington
$13.5M 141,916 +1,587 +1%
AFS
14
Access Financial Services
Minnesota
$12.9M 135,701 -6,372 -4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$12.4M 130,763 +10,362 +9%
DAS
16
Dynamic Advisor Solutions
Arizona
$12.4M 130,343 +8,789 +7%
OIA
17
OneDigital Investment Advisors
Kansas
$10.2M 107,591 +9,917 +10%
HCM
18
Howland Capital Management
Massachusetts
$8.91M 93,953 -11,002 -10%
Wells Fargo
19
Wells Fargo
California
$7.6M 80,151 +625 +0.8%
Renaissance Technologies
20
Renaissance Technologies
New York
$7.58M 79,905 +34,305 +75%
VNA
21
Valley National Advisers
Pennsylvania
$6.96M 73,392 +4,095 +6%
APW
22
Austin Private Wealth
Texas
$6.17M 65,335 -7,355 -10%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.76M 60,631 -22,499 -27%
Citadel Advisors
24
Citadel Advisors
Florida
$5.42M 57,181 +52,505 +1,123%
Cerity Partners
25
Cerity Partners
New York
$4.88M 51,432 -114,321 -69%