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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

Overview Fund Activity

109 hedge funds and large institutions have $597M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
109
Holders Change
-1
Holders Change %
-0.91%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
18
Increased
45
Reduced
26
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$76.2M
3
RCA
3
Reitz Capital Advisors
Michigan
$16.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.5M
5
UBS Group
5
UBS Group
Switzerland
$20.5M

Top Sellers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$0
2
MCC
2
Money Concepts Capital
Florida
$489K
3
AWM
3
AE Wealth Management
Kansas
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$76.2M 747,550 +244,565 +49%
Osaic Holdings
2
Osaic Holdings
Arizona
$59.9M 587,159 +67,407 +13%
Bank of America
3
Bank of America
North Carolina
$55.1M 540,110 +301,739 +127%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$49.5M 487,100 – –
HCM
5
Howland Capital Management
Massachusetts
$41.1M 403,536 +18,539 +5%
Morgan Stanley
6
Morgan Stanley
New York
$29.5M 289,314 +127,157 +78%
AFS
7
Access Financial Services
Minnesota
$26.4M 259,024 +15,576 +6%
Wells Fargo
8
Wells Fargo
California
$25M 244,836 -2,722 -1%
UBS Group
9
UBS Group
Switzerland
$20.5M 201,158 +69,150 +52%
KCM
10
Kathmere Capital Management
Pennsylvania
$16.5M 161,766 -6,839 -4%
RCA
11
Reitz Capital Advisors
Michigan
$16.5M 161,679 +161,679 New
TFA
12
Tobias Financial Advisors
Florida
$16.2M 159,287 +30,860 +24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15M 146,829 +43,715 +42%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13M 127,274 +19,739 +18%
Stifel Financial
15
Stifel Financial
Missouri
$10.4M 102,054 +36,763 +56%
FNC
16
First National Corp
Massachusetts
$9.71M 95,241 +15,287 +19%
GIP
17
Greatmark Investment Partners
Georgia
$8.4M 82,386 +15,045 +22%
LPL Financial
18
LPL Financial
California
$7.84M 76,857 +20,304 +36%
ACM
19
AlphaStar Capital Management
North Carolina
$7.45M 73,095 +8,126 +13%
Jane Street
20
Jane Street
New York
$6.08M 59,617 +21,981 +58%
SW
21
SkyOak Wealth
Michigan
$5.99M 58,807 -9,632 -14%
BFA
22
Benedict Financial Advisors
Georgia
$5.56M 54,526 +54,526 New
AWS
23
AJ Wealth Strategies
New York
$4.56M 44,747 +19,282 +76%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$4.19M 41,120 +41,120 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.42M 33,558 +4,839 +17%
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