LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

69 hedge funds and large institutions have $342M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
14
Increased
29
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFS
1
Access Financial Services
Minnesota
$13.8M
2
HCM
2
Howland Capital Management
Massachusetts
$26.1M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$81.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.07M
5
CM
5
Columbus Macro
Pennsylvania
$1.56M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
SEIA
2
Signature Estate & Investment Advisors
California
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.8M
5
IIA
5
IPG Investment Advisors
California
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$81.8M 819,794 +27,743 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$50.2M 502,985 – –
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.5M 487,100 – –
HCM
4
Howland Capital Management
Massachusetts
$26.1M 262,006 +47,966 +22%
AG
5
Advisor Group
Arizona
$18M 180,830 +13,574 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.7M 147,045 -10,623 -7%
AFS
7
Access Financial Services
Minnesota
$13.8M 138,203 +130,236 +1,635%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.8M 128,507 -9,547 -7%
Morgan Stanley
9
Morgan Stanley
New York
$5.49M 55,037 +2,201 +4%
UBS Group
10
UBS Group
Switzerland
$5.33M 53,352 -2,511 -4%
Wells Fargo
11
Wells Fargo
California
$5.05M 50,565 +10,846 +27%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.7M 47,111 +5,403 +13%
ACP
13
Aviance Capital Partners
Florida
$4.01M 40,217 +7,142 +22%
Bank of America
14
Bank of America
North Carolina
$3.83M 38,384 +2,987 +8%
ATWA
15
Arbor Trust Wealth Advisors
Michigan
$3.4M 33,999 +33,999 New
ACM
16
AlphaStar Capital Management
North Carolina
$3.09M 30,995 +400 +1%
CFG
17
Cooper Financial Group
California
$2.68M 26,846 +2,231 +9%
GIP
18
Greatmark Investment Partners
Georgia
$2.48M 24,810 +215 +0.9%
BRWM
19
B. Riley Wealth Management
Tennessee
$2.38M 23,857 -158 -0.7%
LPL Financial
20
LPL Financial
California
$2.19M 21,932 +2,457 +13%
BRWA
21
B. Riley Wealth Advisors
Florida
$2.15M 21,548 +1,369 +7%
PA
22
Parallel Advisors
California
$2.1M 21,032 +1,044 +5%
Stifel Financial
23
Stifel Financial
Missouri
$2.07M 20,828 +20,828 New
AWS
24
AJ Wealth Strategies
New York
$1.95M 19,517 -699 -3%
Jane Street
25
Jane Street
New York
$1.92M 19,229 +669 +4%
1
2 3