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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

71 hedge funds and large institutions have $333M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 69 → 71 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $342M → $333M (-$9.28M)

1.17% less ownership

Funds ownership: 77.78% → 76.61% (-1.2%)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
30
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$5.99M
2
AFS
Access Financial Services
Minnesota
+$5.72M
3
Jane Street
Jane Street
New York
+$5.52M
4
Bank of America
Bank of America
North Carolina
+$2.52M
5
FNC
First National Corp
Massachusetts
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.78M
2
ACP
Aviance Capital Partners
Florida
-$2.57M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.17M
5
FHC
First Heartland Consultants
Missouri
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
CM
26
Columbus Macro
Pennsylvania
$1.66M +$111K +1,113 +7%
AFP
27
Ausdal Financial Partners
Iowa
$1.59M +$1.59M +15,950 New
CWM
28
Cedar Wealth Management
California
$1.57M +$1.99K +20 +0.1%
LPL Financial
29
LPL Financial
California
$1.49M -$690K -6,926 -32%
ACP
30
Aviance Capital Partners
Florida
$1.43M -$2.57M -25,809 -64%
FAAS
31
First Allied Advisory Services
California
$1.06M -$112K -1,119 -9%
IIA
32
IPG Investment Advisors
California
$1.04M -$99.8K -1,001 -9%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.01M +$173K +1,737 +20%
CAL
34
Capital Advisors Ltd
Ohio
$957K +$10.1K +101 +1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$822K +$44.3K +444 +6%
SW
36
SkyOak Wealth
Michigan
$813K -$134K -1,345 -14%
JWBC
37
John W. Brooker & Co
California
$725K -$45.2K -454 -6%
OIA
38
OneDigital Investment Advisors
Kansas
$527K +$523K +5,250 New
CA
39
Cetera Advisors
Colorado
$512K +$34.6K +347 +7%
AC
40
Addison Capital
Pennsylvania
$500K +$503K +5,050 New
AI
41
Atria Investments
North Carolina
$489K +$493K +4,943 New
MCM
42
Monument Capital Management
Virginia
$471K +$3.49K +35 +0.7%
CA
43
Continuum Advisory
Idaho
$434K +$444K +4,451 New
HighTower Advisors
44
HighTower Advisors
Illinois
$428K -$4.09K -41 -0.9%
SBL
45
Sargent Bickham Lagudis
Colorado
$410K -$736K -7,383 -64%
Citigroup
46
Citigroup
New York
$402K +$997 +10 +0.2%
PPSG
47
Princeton Portfolio Strategies Group
New Jersey
$394K +$157K +1,575 +66%
MML Investors Services
48
MML Investors Services
Massachusetts
$342K +$35.2K +353 +11%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$302K +$303K +3,036 New
ASN
50
Advisory Services Network
Georgia
$246K +$118K +1,180 +91%
1
2
3 4

LDUR Hedge Fund Activity: Q1 2020 in Review

71 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2020, worth a combined $333M — down 2.7% from $342M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDUR positions and 9 closed out — a net gain of 5 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $5.99M. The largest seller was Royal Bank of Canada, cutting an estimated $9.78M.

  • 71 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2020, up from 69 in Q4 2019.
  • Funds reported $333M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2020, down 2.7% quarter-over-quarter.
  • 14 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2020 and 9 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2020 was Baird Financial Group, an estimated $5.99M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2020 was Royal Bank of Canada, an estimated $9.78M sold.

Based on aggregated 13F filings for Q1 2020.