PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
27 hedge funds and large institutions have $39.8M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 4 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12.2% less ownership
Funds ownership: 54.54% → 42.34% (-12%)
18% less capital invested
Capital invested by funds: $48.4M → $39.8M (-$8.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
+$3.21M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$549K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$480K |
| 4 |
Morgan Stanley
New York
|
+$452K |
| 5 |
CIR
Clear Investment Research
Alpharetta,
Georgia
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$2.4M |
| 3 |
Jane Street
New York
|
-$2.18M |
| 4 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$1.71M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWM
26
IHT Wealth Management
Chicago,
Illinois
| $13 | – | – | – |
|
|
VKH
27
Virtu KCG Holdings
New York
| – | -$2.4M | -23,766 | Closed |
|
|
28
Jane Street
New York
| – | -$2.18M | -21,662 | Closed |
|
|
OBWP
29
O'Brien Wealth Partners
Waltham,
Massachusetts
| – | -$1.71M | -16,910 | Closed |
|
|
BCM
30
Bluefin Capital Management
New York
| – | -$1.27M | -12,556 | Closed |
|
LDUR Hedge Fund Activity: Q2 2017 in Review
27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2017, worth a combined $39.8M — down 18% from $48.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LDUR positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Cedar Hill Associates, opening a new position worth an estimated $3.21M. The largest seller was Susquehanna International Group, cutting an estimated $5M.
- 27 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $39.8M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2017, down 18% quarter-over-quarter.
- 5 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2017 and 4 closed out, a net change of +1 holder.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2017 was Cedar Hill Associates, an estimated $3.21M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2017 was Susquehanna International Group, an estimated $5M sold.
Based on aggregated 13F filings for Q2 2017.