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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

53 hedge funds and large institutions have $270M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
5
Increased
24
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$52.7M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$49.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.31M
5
UBS Group
UBS Group
Switzerland
+$1.8M

Top Sellers

1
RCAG
Rehmann Capital Advisory Group
Michigan
-$30.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.9M
3
AFP
Ausdal Financial Partners
Iowa
-$3.44M
4
Wells Fargo
Wells Fargo
California
-$1.62M
5
Morgan Stanley
Morgan Stanley
New York
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$79.1M +$52.7M +528,628 +200%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$49.5M +$49.5M +486,528 +85,057%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$25.3M – – –
HCM
4
Howland Capital Management
Massachusetts
$22.8M -$42.9K -430 -0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.7M +$9.87M +98,945 +91%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16.8M +$7.31M +73,286 +77%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$5.48M -$30.8M -308,551 -85%
UBS Group
8
UBS Group
Switzerland
$5.37M +$1.8M +18,086 +51%
Morgan Stanley
9
Morgan Stanley
New York
$4.63M -$1.56M -15,613 -25%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.45M -$810K -8,118 -15%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.95M -$3.9M -39,080 -50%
Bank of America
12
Bank of America
North Carolina
$3.83M +$488K +4,894 +15%
Wells Fargo
13
Wells Fargo
California
$3.8M -$1.62M -16,200 -30%
SEIA
14
Signature Estate & Investment Advisors
California
$2.97M +$1.57M +15,735 +112%
BRWM
15
B. Riley Wealth Management
Tennessee
$2.39M -$123K -1,237 -5%
CFG
16
Cooper Financial Group
California
$2.05M +$1.73M +17,320 +530%
SBL
17
Sargent Bickham Lagudis
Colorado
$1.93M -$345K -3,457 -15%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.7M +$572K +5,736 +51%
LPL Financial
19
LPL Financial
California
$1.68M +$344K +3,445 +26%
CWM
20
Cedar Wealth Management
California
$1.52M +$4.89K +49 +0.3%
FAAS
21
First Allied Advisory Services
California
$1.02M +$158K +1,587 +18%
CAL
22
Capital Advisors Ltd
Ohio
$1.02M +$9.98K +100 +1%
RJA
23
Raymond James & Associates
Florida
$895K +$100 +1 +0%
Jane Street
24
Jane Street
New York
$813K +$813K +8,154 New
AWS
25
AJ Wealth Strategies
New York
$803K +$803K +8,050 New
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