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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

192 hedge funds and large institutions have $1.17B invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

105% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 43

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

23% more capital invested

Capital invested by funds: $955M → $1.17B (+$218M)

16% more funds holding

Funds holding: 165192 (+27)

3.23% more ownership

Funds ownership: 80.4%83.63% (+3.2%)

Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
2.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
44
Increased
88
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M +$9.99M +104,036 +6%
AWMS
2
Advocacy Wealth Management Services
Georgia
$104M +$16.2M +168,909 +19%
LPL Financial
3
LPL Financial
California
$97.2M +$40M +417,213 +70%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$85.4M -$4.62M -48,161 -5%
Wells Fargo
5
Wells Fargo
California
$49.5M -$2.64M -27,484 -5%
TCM
6
TD Capital Management
Tennessee
$41.8M +$448K +4,672 +1%
Bank of America
7
Bank of America
North Carolina
$40.6M +$1.48M +15,465 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$39.5M +$21.2M +220,793 +115%
Morgan Stanley
9
Morgan Stanley
New York
$37.8M +$5.46M +56,875 +17%
GVAG
10
Great Valley Advisor Group
Delaware
$32.9M +$33M +343,728 New
JP Morgan Chase
11
JP Morgan Chase
New York
$27.2M +$585K +6,092 +2%
KFG
12
Kelly Financial Group
Connecticut
$27.1M +$764K +7,958 +3%
OCFG
13
O'Connor Financial Group
Illinois
$22.2M -$6.72K -70 -0%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$18.5M +$1.45M +15,083 +8%
GWP
15
Gateway Wealth Partners
Wisconsin
$16.9M +$9.24M +96,291 +121%
Brown Advisory
16
Brown Advisory
Maryland
$15.9M +$12.5M +130,095 +360%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.6M +$644K +6,714 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$15.2M +$12.6M +131,327 +482%
OIA
19
OneDigital Investment Advisors
Kansas
$13.6M +$2.38M +24,844 +21%
HighTower Advisors
20
HighTower Advisors
Illinois
$13.1M -$330K -3,440 -2%
AI
21
Atria Investments
North Carolina
$11.7M +$6.43M +67,005 +121%
Mariner
22
Mariner
Kansas
$10.9M +$9.52M +99,202 +660%
UBS Group
23
UBS Group
Switzerland
$10.5M -$1M -10,420 -9%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$10.1M -$8.35M -87,038 -45%
VWA
25
Visionary Wealth Advisors
Illinois
$8.57M +$2.01M +20,965 +31%