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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
SBL
51
Sargent Bickham Lagudis
Colorado
$320K -$101K -1,009 -24%
MML Investors Services
52
MML Investors Services
Massachusetts
$298K -$53.9K -538 -16%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$293K -$13.6K -136 -4%
ASN
54
Advisory Services Network
Georgia
$277K +$23.5K +235 +9%
AIFAIM
55
American Institute for Advanced Investment Management
Arizona
$255K +$251K +2,500 New
ACM
56
Anfield Capital Management
California
$244K
BBA
57
Braun-Bostich & Associates
Pennsylvania
$244K
AO
58
Advisor OS
Illinois
$244K +$239K +2,389 New
NFG
59
Next Financial Group
Texas
$232K +$13.3K +133 +6%
CIR
60
Clear Investment Research
Georgia
$180K -$27K -269 -13%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$167K +$701 +7 +0.4%
GWM
62
Geneos Wealth Management
Colorado
$95K +$48K +479 +104%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$69K +689 +423%
PB
64
Pinnacle Bancorp
Nebraska
$84K
FMP
65
Financial Management Professionals
Texas
$83K +$41.8K +417 +106%
JWBC
66
John W. Brooker & Co
California
$81K -$654K -6,528 -89%
APA
67
American Portfolios Advisors
New York
$78.9K +$77.6K +774 New
RWB
68
RMR Wealth Builders
New Jersey
$76K +$74.6K +744 New
BWA
69
Burt Wealth Advisors
Maryland
$70K
PG
70
Proffitt & Goodson
Tennessee
$69K
LTI
71
Laffer Tengler Investments
Tennessee
$51K +$50.1K +500 New
PAG
72
Private Advisor Group
New Jersey
$49K +$48.6K +485 New
WT
73
Whittier Trust
California
$27K
S
74
SignatureFD
Georgia
$13K +$12.5K +125 New
CAN
75
Cetera Advisor Networks
California
$12K +$12.1K +121 New

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.