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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

53 hedge funds and large institutions have $270M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
5
Increased
24
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$52.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$49.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.31M
5
UBS Group
UBS Group
Switzerland
+$1.8M

Top Sellers

1
RCAG
Rehmann Capital Advisory Group
Michigan
-$30.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.9M
3
AFP
Ausdal Financial Partners
Iowa
-$3.44M
4
Wells Fargo
Wells Fargo
California
-$1.62M
5
Morgan Stanley
Morgan Stanley
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$742K -$160K -1,601 -18%
PAG
27
Private Advisor Group
New Jersey
$662K -$24.9K -250 -4%
MCM
28
Monument Capital Management
Virginia
$466K – – –
VCM
29
Vivaldi Capital Management
Illinois
$462K +$462K +4,635 New
GIP
30
Greatmark Investment Partners
Georgia
$438K +$59.9K +600 +16%
PPSG
31
Princeton Portfolio Strategies Group
New Jersey
$367K +$140K +1,400 +62%
GSC
32
G&S Capital
Colorado
$356K +$3.39K +34 +1%
MML Investors Services
33
MML Investors Services
Massachusetts
$334K -$6.88K -69 -2%
CA
34
Cetera Advisors
Colorado
$300K +$300K +2,999 New
IDA
35
Intelligence Driven Advisers
California
$274K – – –
CIR
36
Clear Investment Research
Georgia
$255K -$114K -1,140 -31%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$244K +$499 +5 +0.2%
FHC
38
First Heartland Consultants
Missouri
$217K +$100 +1 +0%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$176K +$103K +1,031 +141%
Citigroup
40
Citigroup
New York
$143K +$83.2K +835 +139%
PG
41
Proffitt & Goodson
Tennessee
$126K – – –
BBA
42
Braun-Bostich & Associates
Pennsylvania
$89K – – –
PB
43
Pinnacle Bancorp
Nebraska
$82K +$38.8K +389 +90%
BWA
44
Burt Wealth Advisors
Maryland
$68K -$14.4K -145 -17%
FMP
45
Financial Management Professionals
Texas
$39K +$39K +394 New
AAM
46
Advisors Asset Management
Colorado
$17K -$3.44K -34 -17%
GWM
47
Geneos Wealth Management
Colorado
$9K – – –
GEA
48
Glen Eagle Advisors
New Jersey
$8.78K +$8.28K +83 +1,660%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$4K – – –
ASN
50
Advisory Services Network
Georgia
$4K +$91 +1 +2%
1
2
3