PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
20 hedge funds and large institutions have $35.9M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
12.23% less ownership
Funds ownership: 61.22% → 48.99% (-12%)
15% less capital invested
Capital invested by funds: $42M → $35.9M (-$6.13M)
17% less funds holding
Funds holding: 24 → 20 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$1.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$617K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$565K |
| 4 |
Morgan Stanley
New York
|
+$563K |
| 5 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$2.86M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.17M |
| 3 |
Jane Street
New York
|
-$1.88M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.43M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$745K |
LDUR Hedge Fund Activity: Q4 2016 in Review
20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2016, worth a combined $35.9M — down 15% from $42M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LDUR and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was O'Brien Wealth Partners, adding an estimated $1.04M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $2.86M sold.
- 20 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2016, down from 24 in Q3 2016.
- Funds reported $35.9M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2016, down 15% quarter-over-quarter.
- 4 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2016 and 7 closed out, a net change of -3 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2016 was O'Brien Wealth Partners, an estimated $1.04M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2016 was Virtu KCG Holdings, an estimated $2.86M sold.
Based on aggregated 13F filings for Q4 2016.