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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

148 hedge funds and large institutions have $603M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
53
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Trek Financial
Arizona
$2.69M
2
Mariner
Mariner
Kansas
$2.52M
3
Wells Fargo
Wells Fargo
California
$10.5M
4
PCP
Proficio Capital Partners
Massachusetts
$3.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.92M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$936K
3
Jane Street
Jane Street
New York
$739K
4
Morgan Stanley
Morgan Stanley
New York
$32.2M
5
VNA
Valley National Advisers
Pennsylvania
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$93.8M +$165K +1,718 +0.2%
AWMS
2
Advocacy Wealth Management Services
Georgia
$77.8M +$1.54M +16,086 +2%
TCM
3
TD Capital Management
Tennessee
$43.3M +$1.36M +14,221 +3%
Bank of America
4
Bank of America
North Carolina
$34.8M -$1.08M -11,243 -3%
Morgan Stanley
5
Morgan Stanley
New York
$32.2M -$2.91M -30,368 -8%
HighTower Advisors
6
HighTower Advisors
Illinois
$21.5M +$653K +6,809 +3%
LPL Financial
7
LPL Financial
California
$20.7M +$269K +2,801 +1%
OCFG
8
O'Connor Financial Group
Illinois
$18.8M +$1.05M +10,908 +6%
UBS Group
9
UBS Group
Switzerland
$17.1M -$2.14M -22,297 -11%
OIA
10
OneDigital Investment Advisors
Kansas
$15.5M +$1.2M +12,483 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.9M -$2.8M -29,128 -17%
AFS
12
Access Financial Services
Minnesota
$11.1M -$931K -9,706 -8%
Wells Fargo
13
Wells Fargo
California
$10.5M +$2.4M +24,973 +29%
IWC
14
Integrated Wealth Concepts
Massachusetts
$10.2M -$1.19M -12,367 -10%
VIA
15
Vickerman Investment Advisors
Washington
$9.74M +$9.31K +97 +0.1%
DAS
16
Dynamic Advisor Solutions
Arizona
$9.16M -$442K -4,601 -5%
HCM
17
Howland Capital Management
Massachusetts
$7.68M -$386K -4,024 -5%
APW
18
Austin Private Wealth
Texas
$6.12M -$59.3K -618 -1%
BI
19
Beckerman Institutional
New Jersey
$5.62M +$5.62M +58,576 New
FNC
20
First National Corp
Massachusetts
$5.53M -$76.8K -800 -1%
TCFP
21
Treasure Coast Financial Planning
Florida
$4.49M +$145K +1,513 +3%
SFM
22
Signet Financial Management
New Jersey
$4.27M +$389K +4,057 +10%
VNA
23
Valley National Advisers
Pennsylvania
$4.15M -$2.82M -29,389 -40%
SW
24
SkyOak Wealth
Michigan
$4.12M -$244K -2,547 -6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$4.12M +$602K +6,272 +17%
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