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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

71 hedge funds and large institutions have $333M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
30
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$5.95M
2
AFS
Access Financial Services
Minnesota
+$5.68M
3
Jane Street
Jane Street
New York
+$5.48M
4
Bank of America
Bank of America
North Carolina
+$2.5M
5
Wells Fargo
Wells Fargo
California
+$2.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9.71M
2
ACP
Aviance Capital Partners
Florida
-$2.55M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.15M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16M
5
FHC
First Heartland Consultants
Missouri
-$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$77.8M +$77.8M +791,708 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$49.8M +$99 +1 +0%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.5M – – –
HCM
4
Howland Capital Management
Massachusetts
$25M -$897K -9,056 -3%
AFS
5
Access Financial Services
Minnesota
$19.4M +$5.68M +57,347 +41%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.6M -$1.16M -11,709 -9%
Jane Street
7
Jane Street
New York
$7.38M +$5.48M +55,358 +288%
Wells Fargo
8
Wells Fargo
California
$7.21M +$2.2M +22,246 +44%
UBS Group
9
UBS Group
Switzerland
$7M +$1.72M +17,391 +33%
Bank of America
10
Bank of America
North Carolina
$6.3M +$2.5M +25,258 +66%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$5.95M +$5.95M +60,102 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.8M +$1.13M +11,445 +24%
Morgan Stanley
13
Morgan Stanley
New York
$4.97M -$479K -4,835 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.84M -$9.71M -98,131 -67%
ACM
15
AlphaStar Capital Management
North Carolina
$4.41M +$1.33M +13,354 +43%
ATWA
16
Arbor Trust Wealth Advisors
Michigan
$3.59M +$220K +2,227 +7%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$3.15M +$2M +20,212 +174%
CFG
18
Cooper Financial Group
California
$3.08M +$425K +4,297 +16%
BRWM
19
B. Riley Wealth Management
Tennessee
$2.4M +$41.7K +421 +2%
PA
20
Parallel Advisors
California
$2.39M +$309K +3,119 +15%
Stifel Financial
21
Stifel Financial
Missouri
$2.31M +$253K +2,561 +12%
GIP
22
Greatmark Investment Partners
Georgia
$2.25M -$207K -2,090 -8%
AWS
23
AJ Wealth Strategies
New York
$1.99M +$56.9K +575 +3%
OPS
24
Orion Portfolio Solutions
Nebraska
$1.91M +$1.91M +19,323 New
CW
25
CreativeOne Wealth
Kansas
$1.74M +$1.74M +17,588 New
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