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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

53 hedge funds and large institutions have $185M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.18%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
12
Increased
15
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCAG
Rehmann Capital Advisory Group
Michigan
+$28.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.17M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.77M
5
HCM
Howland Capital Management
Massachusetts
+$5.14M

Top Sellers

1
BRF
B. Riley Financial
California
-$2.67M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$1.75M
3
CWM
Cornerstone Wealth Management
Missouri
-$1.05M
4
Morgan Stanley
Morgan Stanley
New York
-$1.02M
5
UBS Group
UBS Group
Switzerland
-$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
1
Rehmann Capital Advisory Group
Michigan
$33.7M +$28.9M +311,660 +601%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$26.1M -$203K -2,058 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$25.1M +$10.3M +104,000 +69%
HCM
4
Howland Capital Management
Massachusetts
$22.7M +$5.14M +52,017 +29%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.7M +$2.13M +21,576 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.37M +$8.17M +82,726 +680%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$7.77M +$7.77M +78,644 New
Morgan Stanley
8
Morgan Stanley
New York
$6.12M -$1.02M -10,334 -14%
Wells Fargo
9
Wells Fargo
California
$5.36M +$1.59M +16,096 +42%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.21M -$126K -1,271 -2%
UBS Group
11
UBS Group
Switzerland
$3.54M -$716K -7,255 -17%
AFP
12
Ausdal Financial Partners
Iowa
$3.44M +$2.04M +20,696 +146%
Bank of America
13
Bank of America
North Carolina
$3.3M +$160K +1,620 +5%
FCAG
14
First Capital Advisors Group
New Jersey
$2.97M -$576K -5,830 -16%
BRWM
15
B. Riley Wealth Management
Tennessee
$2.49M +$2.49M +25,232 New
SBL
16
Sargent Bickham Lagudis
Colorado
$2.25M +$2.24M +22,684 +22,684%
CWM
17
Cedar Wealth Management
California
$1.51M – – –
SEIA
18
Signature Estate & Investment Advisors
California
$1.39M +$1.39M +14,039 New
LPL Financial
19
LPL Financial
California
$1.32M -$170K -1,723 -11%
BRWA
20
B. Riley Wealth Advisors
Florida
$1.12M +$1.12M +11,346 New
CHA
21
Cedar Hill Associates
Illinois
$1.04M -$616K -6,243 -37%
CAL
22
Capital Advisors Ltd
Ohio
$997K – – –
AG
23
Advisor Group
Arizona
$893K -$64.6K -654 -7%
RJA
24
Raymond James & Associates
Florida
$886K +$886K +8,973 New
FAAS
25
First Allied Advisory Services
California
$858K +$8.44K +85 +1%
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