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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

60 hedge funds and large institutions have $316M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
27
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$25M
2
AG
Advisor Group
Arizona
+$15.5M
3
ACM
AlphaStar Capital Management
North Carolina
+$3.07M
4
Jane Street
Jane Street
New York
+$1.86M
5
ACP
Aviance Capital Partners
Florida
+$1.61M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.58M
2
RCAG
Rehmann Capital Advisory Group
Michigan
-$6.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.38M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.37M
5
AWS
AJ Wealth Strategies
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$79.5M +$791K +7,883 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.5M +$25M +249,225 +98%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.5M – – –
HCM
4
Howland Capital Management
Massachusetts
$21.5M +$783K +7,806 +4%
AG
5
Advisor Group
Arizona
$16.8M +$15.5M +154,721 +1,234%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.8M -$4.38M -43,691 -22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.9M -$6.58M -65,590 -32%
UBS Group
8
UBS Group
Switzerland
$5.61M +$280K +2,786 +5%
Morgan Stanley
9
Morgan Stanley
New York
$5.3M +$1.09M +10,821 +26%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.19M +$80.4K +801 +2%
Wells Fargo
11
Wells Fargo
California
$3.99M -$134K -1,331 -3%
Bank of America
12
Bank of America
North Carolina
$3.55M +$102K +1,017 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$3.44M -$2.37M – –
ACP
14
Aviance Capital Partners
Florida
$3.32M +$1.61M +16,036 +94%
ACM
15
AlphaStar Capital Management
North Carolina
$3.07M +$3.07M +30,595 New
CFG
16
Cooper Financial Group
California
$2.47M +$238K +2,371 +11%
GIP
17
Greatmark Investment Partners
Georgia
$2.47M +$199K +1,985 +9%
BRWM
18
B. Riley Wealth Management
Tennessee
$2.41M +$109K +1,090 +5%
AWS
19
AJ Wealth Strategies
New York
$2.03M -$1.39M -13,822 -41%
BRWA
20
B. Riley Wealth Advisors
Florida
$2.03M +$216K +2,157 +12%
IIA
21
IPG Investment Advisors
California
$2.01M -$100K -1,001 -5%
PA
22
Parallel Advisors
California
$2.01M +$179K +1,779 +10%
LPL Financial
23
LPL Financial
California
$1.95M -$1.07M -10,687 -35%
Jane Street
24
Jane Street
New York
$1.86M +$1.86M +18,560 New
SEIA
25
Signature Estate & Investment Advisors
California
$1.7M +$121K +1,201 +8%
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