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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

69 hedge funds and large institutions have $342M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
14
Increased
29
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFS
Access Financial Services
Minnesota
$13.8M
2
HCM
Howland Capital Management
Massachusetts
$26.1M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$81.8M
4
Stifel Financial
Stifel Financial
Missouri
$2.07M
5
CM
Columbus Macro
Pennsylvania
$1.56M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
2
SEIA
Signature Estate & Investment Advisors
California
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$12.8M
5
IIA
IPG Investment Advisors
California
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cedar Wealth Management
California
$1.58M +$2.6K +26 +0.2%
CM
27
Columbus Macro
Pennsylvania
$1.56M +$1.56M +15,647 New
FAAS
28
First Allied Advisory Services
California
$1.18M +$65.4K +656 +6%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$1.16M +$528K +5,291 +84%
SBL
30
Sargent Bickham Lagudis
Colorado
$1.15M -$450K -4,515 -28%
IIA
31
IPG Investment Advisors
California
$1.15M -$848K -8,497 -42%
FHC
32
First Heartland Consultants
Missouri
$985K +$223K +2,232 +29%
RJA
33
Raymond James & Associates
Florida
$972K +$67.5K +676 +7%
CAL
34
Capital Advisors Ltd
Ohio
$955K +$100 +1 +0%
SW
35
SkyOak Wealth
Michigan
$954K +$954K +9,555 New
PAG
36
Private Advisor Group
New Jersey
$907K -$150K -1,502 -14%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$846K +$846K +8,476 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$784K -$748K -7,498 -49%
JWBC
39
John W. Brooker & Co
California
$776K +$776K +7,780 New
CA
40
Cetera Advisors
Colorado
$485K +$57K +568 +13%
FNC
41
First National Corp
Massachusetts
$475K +$475K +4,762 New
MCM
42
Monument Capital Management
Virginia
$472K +$4.3K +43 +0.9%
HighTower Advisors
43
HighTower Advisors
Illinois
$436K +$109K +1,089 +33%
Citigroup
44
Citigroup
New York
$405K -$4.99K -50 -1%
LWM
45
Laidlaw Wealth Management
New York
$395K +$395K +3,960 New
MML Investors Services
46
MML Investors Services
Massachusetts
$310K -$29.3K -293 -9%
Truist Financial
47
Truist Financial
North Carolina
$299K +$299K +3,000 New
PPSG
48
Princeton Portfolio Strategies Group
New Jersey
$240K -$123K -1,225 -34%
ACM
49
Anfield Capital Management
California
$239K +$239K +2,389 New
BBA
50
Braun-Bostich & Associates
Pennsylvania
$239K +$239K +2,389 New
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