We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

79 hedge funds and large institutions have $353M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

11% more funds holding

Funds holding: 7179 (+8)

6% more capital invested

Capital invested by funds: $333M → $353M (+$20M)

5.59% less ownership

Funds ownership: 76.61%71.02% (-5.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
30
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Simplicity Solutions
Minnesota
$2.4M +$2.36M +23,592 New
PA
27
Parallel Advisors
California
$2.37M -$89.3K -891 -4%
CW
28
CreativeOne Wealth
Kansas
$2.36M +$561K +5,597 +32%
AWS
29
AJ Wealth Strategies
New York
$2.3M +$251K +2,505 +12%
ACP
30
Aviance Capital Partners
Florida
$1.85M +$377K +3,759 +26%
FAAS
31
First Allied Advisory Services
California
$1.72M +$621K +6,197 +58%
CWM
32
Cedar Wealth Management
California
$1.62M +$1.8K +18 +0.1%
KCM
33
Kathmere Capital Management
Pennsylvania
$985K +$968K +9,662 New
JP Morgan Chase
34
JP Morgan Chase
New York
$940K -$99.6K -994 -10%
CAL
35
Capital Advisors Ltd
Ohio
$925K -$60K -599 -6%
IIA
36
IPG Investment Advisors
California
$866K -$201K -2,003 -19%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$865K +$18.6K +186 +2%
SW
38
SkyOak Wealth
Michigan
$783K -$53.2K -531 -6%
AWA
39
Arkadios Wealth Advisors
Georgia
$758K +$745K +7,433 New
SFS
40
Sowell Financial Services
Arkansas
$733K +$721K +7,190 New
CFG
41
Capstone Financial Group
Oklahoma
$714K +$703K +7,017 New
CA
42
Cetera Advisors
Colorado
$647K +$118K +1,175 +23%
RA
43
RFG Advisory
Alabama
$592K +$582K +5,812 New
PPSG
44
Princeton Portfolio Strategies Group
New Jersey
$563K +$155K +1,550 +39%
OIA
45
OneDigital Investment Advisors
Kansas
$536K
AC
46
Addison Capital
Pennsylvania
$515K
MCM
47
Monument Capital Management
Virginia
$488K +$3.01K +30 +0.6%
HighTower Advisors
48
HighTower Advisors
Illinois
$413K -$28.1K -280 -6%
Citigroup
49
Citigroup
New York
$370K -$43.6K -435 -11%
CA
50
Continuum Advisory
Idaho
$369K -$83.2K -830 -19%

LDUR Hedge Fund Activity: Q2 2020 in Review

79 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2020, worth a combined $353M — up 6% from $333M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LDUR positions and 7 closed out — a net gain of 9 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $8.07M. The largest seller was Osaic Holdings, cutting an estimated $20.3M.

  • 79 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2020, up from 71 in Q1 2020.
  • Funds reported $353M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2020, up 6% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2020 and 7 closed out, a net change of +9 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2020 was Bank of America, an estimated $8.07M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2020 was Osaic Holdings, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2020.