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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

90 hedge funds and large institutions have $448M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

27% more capital invested

Capital invested by funds: $353M → $448M (+$95.3M)

14% more funds holding

Funds holding: 79 → 90 (+11)

2.76% less ownership

Funds ownership: 71.02% → 68.26% (-2.8%)

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
20
Increased
34
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$16.3M
2
HCM
Howland Capital Management
Massachusetts
+$15M
3
Jane Street
Jane Street
New York
+$14.5M
4
SW
SkyOak Wealth
Michigan
+$8.27M
5
Wells Fargo
Wells Fargo
California
+$8.19M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$7.2M
2
CFG
Cooper Financial Group
California
-$2.53M
3
AWM
AE Wealth Management
Kansas
-$2.44M
4
SS
Simplicity Solutions
Minnesota
-$2.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$808K
Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
26
Arbor Trust Wealth Advisors
Michigan
$3.44M -$140K -1,371 -4%
PA
27
Parallel Advisors
California
$2.41M +$32.1K +315 +1%
CW
28
CreativeOne Wealth
Kansas
$2.38M +$15.8K +155 +0.7%
CM
29
Columbus Macro
Pennsylvania
$2.33M -$88.1K -864 -4%
AWS
30
AJ Wealth Strategies
New York
$2.24M -$64.5K -632 -3%
OPS
31
Orion Portfolio Solutions
Nebraska
$2.13M -$563K -5,522 -21%
AAS
32
Avantax Advisory Services
Texas
$2.11M +$2.11M +20,670 New
ACP
33
Aviance Capital Partners
Florida
$2.05M +$191K +1,875 +10%
CBFP
34
Cedar Brook Financial Partners
Ohio
$1.86M +$1.86M +18,247 New
CWM
35
Cedar Wealth Management
California
$1.62M +$1.43K +14 +0.1%
AI
36
Atria Investments
North Carolina
$1.61M +$1.6M +15,717 New
FAAS
37
First Allied Advisory Services
California
$1.59M -$133K -1,302 -8%
CFG
38
Cooper Financial Group
California
$1.48M -$2.53M -24,838 -63%
AIP
39
Ahrens Investment Partners
Louisiana
$1.47M +$1.47M +14,375 New
KAS
40
Kestra Advisory Services
Texas
$1.37M +$1.36M +13,377 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.17M +$301K +2,953 +35%
CB
42
Community Bank
New York
$1.02M +$1.02M +10,000 New
NA
43
Nottingham Advisors
New York
$1.02M +$1.02M +10,000 New
RA
44
RFG Advisory
Alabama
$963K +$368K +3,609 +62%
CAL
45
Capital Advisors Ltd
Ohio
$927K – – –
FTUS
46
Flow Traders U.S.
New York
$823K +$821K +8,050 New
ASN
47
Advisory Services Network
Georgia
$786K +$508K +4,982 +183%
AWA
48
Arkadios Wealth Advisors
Georgia
$759K +$612 +6 +0.1%
CFG
49
Capstone Financial Group
Oklahoma
$748K +$32.2K +316 +5%
SFS
50
Sowell Financial Services
Arkansas
$732K -$2.55K -25 -0.3%
1
2
3 4

LDUR Hedge Fund Activity: Q3 2020 in Review

90 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2020, worth a combined $448M — up 27% from $353M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LDUR positions and 9 closed out — a net gain of 11 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.3M. The largest seller was Osaic Holdings, cutting an estimated $7.2M.

  • 90 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2020, up from 79 in Q2 2020.
  • Funds reported $448M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2020, up 27% quarter-over-quarter.
  • 20 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2020 and 9 closed out, a net change of +11 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2020 was Citadel Advisors, an estimated $16.3M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2020 was Osaic Holdings, an estimated $7.2M sold.

Based on aggregated 13F filings for Q3 2020.