LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

151 hedge funds and large institutions have $609M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-5
Holders Change %
-3.21%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
45
Reduced
68
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
Advocacy Wealth Management Services
Georgia
+$38.6M
2
Morgan Stanley
Morgan Stanley
New York
+$4.23M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.91M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.17M
5
TCM
TD Capital Management
Tennessee
+$3.04M

Top Sellers

1
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$19.5M
2
4WM
49 Wealth Management
Texas
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12.1M
4
Cerity Partners
Cerity Partners
New York
-$4.88M
5
VIA
Vickerman Investment Advisors
Washington
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$92.4M -$981K -10,363 -1%
AWMS
2
Advocacy Wealth Management Services
Georgia
$75.3M +$38.6M +407,920 +105%
TCM
3
TD Capital Management
Tennessee
$41.3M +$3.04M +32,070 +8%
Bank of America
4
Bank of America
North Carolina
$35.4M -$12.1M -127,563 -25%
Morgan Stanley
5
Morgan Stanley
New York
$34.6M +$4.23M +44,704 +14%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.6M -$1.49M -15,739 -7%
LPL Financial
7
LPL Financial
California
$20.1M -$25K -264 -0.1%
UBS Group
8
UBS Group
Switzerland
$19M +$107K +1,134 +0.6%
OCFG
9
O'Connor Financial Group
Illinois
$17.5M +$301K +3,182 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.4M -$2.05M -21,627 -11%
OIA
11
OneDigital Investment Advisors
Kansas
$14.1M +$3.91M +41,314 +38%
AFS
12
Access Financial Services
Minnesota
$11.9M -$968K -10,229 -8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$11.2M -$1.19M -12,527 -10%
VIA
14
Vickerman Investment Advisors
Washington
$9.6M -$3.83M -40,492 -29%
DAS
15
Dynamic Advisor Solutions
Arizona
$9.47M -$2.87M -30,288 -23%
Wells Fargo
16
Wells Fargo
California
$8.03M +$439K +4,641 +6%
HCM
17
Howland Capital Management
Massachusetts
$7.96M -$939K -9,916 -11%
Renaissance Technologies
18
Renaissance Technologies
New York
$7.03M -$531K -5,605 -7%
VNA
19
Valley National Advisers
Pennsylvania
$6.87M -$73.6K -778 -1%
APW
20
Austin Private Wealth
Texas
$6.09M -$93.2K -984 -2%
FNC
21
First National Corp
Massachusetts
$5.53M +$1.16M +12,274 +27%
4WM
22
49 Wealth Management
Texas
$5.42M -$13.1M -138,551 -71%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$5.39M +$3.17M +33,518 +143%
Jane Street
24
Jane Street
New York
$4.86M +$2.29M +24,202 +89%
SW
25
SkyOak Wealth
Michigan
$4.3M +$3.03K +32 +0.1%
1
2 3 4 5