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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

156 hedge funds and large institutions have $646M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
26
Increased
45
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$17.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.8M
3
IAA
Independent Advisor Alliance
North Carolina
$6.66M
4
AC
AIFG Consultants
New York
$4.04M
5
LPL Financial
LPL Financial
California
$24.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.3M
2
TCM
TD Capital Management
Tennessee
$39.7M
3
PCP
Proficio Capital Partners
Massachusetts
$814K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$90.1M
5
Morgan Stanley
Morgan Stanley
New York
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$90.1M -$2.77M -29,140 -3%
AWMS
2
Advocacy Wealth Management Services
Georgia
$77.8M +$722K +7,605 +0.9%
TCM
3
TD Capital Management
Tennessee
$39.7M -$3.09M -32,502 -7%
Bank of America
4
Bank of America
North Carolina
$34.2M -$293K -3,084 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$29.2M -$2.73M -28,691 -9%
LPL Financial
6
LPL Financial
California
$24.4M +$4M +42,081 +20%
HighTower Advisors
7
HighTower Advisors
Illinois
$21.3M -$50.3K -529 -0.2%
KFG
8
Kelly Financial Group
Connecticut
$20M +$20M +210,048 New
OCFG
9
O'Connor Financial Group
Illinois
$19.2M +$583K +6,141 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$18.8M +$14.8M +155,411 +362%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$17.2M +$17.2M +181,497 New
UBS Group
12
UBS Group
Switzerland
$17.1M +$156K +1,639 +0.9%
OIA
13
OneDigital Investment Advisors
Kansas
$14.9M -$419K -4,408 -3%
IWC
14
Integrated Wealth Concepts
Massachusetts
$10.8M +$754K +7,940 +7%
Wells Fargo
15
Wells Fargo
California
$10.7M +$268K +2,817 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.3M -$3.41M -35,905 -25%
AFS
17
Access Financial Services
Minnesota
$10.2M -$747K -7,864 -7%
DAS
18
Dynamic Advisor Solutions
Arizona
$9.12M +$49.8K +524 +0.5%
VIA
19
Vickerman Investment Advisors
Washington
$8.36M -$1.28M -13,493 -13%
FNC
20
First National Corp
Massachusetts
$7.63M +$2.15M +22,669 +39%
HCM
21
Howland Capital Management
Massachusetts
$7.43M -$197K -2,062 -3%
IAA
22
Independent Advisor Alliance
North Carolina
$6.66M +$6.66M +70,110 New
BI
23
Beckerman Institutional
New Jersey
$5.84M +$275K +2,899 +5%
APW
24
Austin Private Wealth
Texas
$5.45M -$605K -6,369 -10%
SFM
25
Signet Financial Management
New Jersey
$4.43M +$206K +2,164 +5%
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