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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 %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$210K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$203K -$42.9K -430 -17%
CIR
53
Clear Investment Research
Georgia
$203K – – –
AA
54
Ancora Advisors
Ohio
$200K – – –
QAM
55
QCI Asset Management
New York
$145K – – –
ASN
56
Advisory Services Network
Georgia
$130K +$79K +790 +155%
NFG
57
Next Financial Group
Texas
$121K +$91K +908 +303%
PB
58
Pinnacle Bancorp
Nebraska
$82K – – –
RWB
59
RMR Wealth Builders
New Jersey
$74K +$74K +744 New
BWA
60
Burt Wealth Advisors
Maryland
$68K – – –
PG
61
Proffitt & Goodson
Tennessee
$67K – – –
VNA
62
Valley National Advisers
Pennsylvania
$56K +$56K +560 New
GWM
63
Geneos Wealth Management
Colorado
$45K +$36.9K +376 +453%
FMP
64
Financial Management Professionals
Texas
$39K – – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$5.42K +56 +82%
GEA
66
Glen Eagle Advisors
New Jersey
$9.38K – – –
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$8K -$35.1K -373 -81%
IA
68
IFP Advisors
Florida
$2K +$2K +19 New
GSC
69
G&S Capital
Colorado
$1K -$271K -3,525 -100%
SEIA
70
Signature Estate & Investment Advisors
California
– -$1.7M -16,951 Closed
VCM
71
Vivaldi Capital Management
Illinois
– -$220K -2,195 Closed
FM
72
Family Management
New York
– -$53K -525 Closed
AIC
73
Ameritas Investment Company
Nebraska
– -$18K -180 Closed
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
– -$3.44M – –
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