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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

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: 6971 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Anfield Capital Management
California
$237K
BBA
52
Braun-Bostich & Associates
Pennsylvania
$233K
NFG
53
Next Financial Group
Texas
$213K +$93.6K +939 +78%
CIR
54
Clear Investment Research
Georgia
$202K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$162K -$39.8K -399 -20%
FNC
56
First National Corp
Massachusetts
$150K +$2.45M +24,561 +516%
QAM
57
QCI Asset Management
New York
$122K -$22K -221 -15%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$92K +$84.2K +845 +994%
PB
59
Pinnacle Bancorp
Nebraska
$81K
BWA
60
Burt Wealth Advisors
Maryland
$68K
PG
61
Proffitt & Goodson
Tennessee
$67K
GWM
62
Geneos Wealth Management
Colorado
$44K
FMP
63
Financial Management Professionals
Texas
$39K
EWM
64
EPG Wealth Management
Georgia
$35K +$34.9K +350 New
WT
65
Whittier Trust
California
$26K +$26.1K +262 New
AIC
66
Ameritas Investment Company
Nebraska
$18K +$17.9K +180 New
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$3.89K +39 +31%
VCP
68
Verus Capital Partners
Arizona
$15K +$14.8K +149 New
GEA
69
Glen Eagle Advisors
New Jersey
$9.31K
VNA
70
Valley National Advisers
Pennsylvania
$6K -$49.8K -500 -89%
IA
71
IFP Advisors
Florida
$2K
BRWA
72
B. Riley Wealth Advisors
Florida
-$2.15M -21,548 Closed
FHC
73
First Heartland Consultants
Missouri
-$985K -9,873 Closed
RJA
74
Raymond James & Associates
Florida
-$972K -9,737 Closed
PAG
75
Private Advisor Group
New Jersey
-$907K -9,090 Closed

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.