We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

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

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

3% more funds holding

Funds holding: 6971 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $342M → $333M (-$9.28M)

1.17% less ownership

Funds ownership: 77.78%76.61% (-1.2%)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.56%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$77.8M +$78.9M +791,708 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$49.8M +$100 +1 +0%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$49.5M
HCM
4
Howland Capital Management
Massachusetts
$25M -$903K -9,056 -3%
AFS
5
Access Financial Services
Minnesota
$19.4M +$5.72M +57,347 +41%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.6M -$1.17M -11,709 -9%
Jane Street
7
Jane Street
New York
$7.38M +$5.52M +55,358 +288%
Wells Fargo
8
Wells Fargo
California
$7.21M +$2.22M +22,246 +44%
UBS Group
9
UBS Group
Switzerland
$7M +$1.73M +17,391 +33%
Bank of America
10
Bank of America
North Carolina
$6.3M +$2.52M +25,258 +66%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$5.95M +$5.99M +60,102 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.8M +$1.14M +11,445 +24%
Morgan Stanley
13
Morgan Stanley
New York
$4.97M -$482K -4,835 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.84M -$9.78M -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 +$222K +2,227 +7%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$3.15M +$2.01M +20,212 +174%
CFG
18
Cooper Financial Group
California
$3.08M +$428K +4,297 +16%
BRWM
19
B. Riley Wealth Management
Tennessee
$2.4M +$42K +421 +2%
PA
20
Parallel Advisors
California
$2.39M +$311K +3,119 +15%
Stifel Financial
21
Stifel Financial
Missouri
$2.31M +$255K +2,561 +12%
GIP
22
Greatmark Investment Partners
Georgia
$2.25M -$208K -2,090 -8%
AWS
23
AJ Wealth Strategies
New York
$1.99M +$57.3K +575 +3%
OPS
24
Orion Portfolio Solutions
Nebraska
$1.91M +$1.93M +19,323 New
CW
25
CreativeOne Wealth
Kansas
$1.74M +$1.75M +17,588 New

LDUR Hedge Fund Activity: Q1 2020 in Review

71 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2020, worth a combined $333M — down 2.7% from $342M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LDUR positions and 9 closed out — a net gain of 5 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $5.99M. The largest seller was Royal Bank of Canada, cutting an estimated $9.78M.

  • 71 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2020, up from 69 in Q4 2019.
  • Funds reported $333M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2020, down 2.7% quarter-over-quarter.
  • 14 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2020 and 9 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2020 was Baird Financial Group, an estimated $5.99M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2020 was Royal Bank of Canada, an estimated $9.78M sold.

Based on aggregated 13F filings for Q1 2020.