PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
31 hedge funds and large institutions have $60.3M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
51% more capital invested
Capital invested by funds: $39.8M → $60.3M (+$20.5M)
15% more funds holding
Funds holding: 27 → 31 (+4)
10.01% more ownership
Funds ownership: 42.34% → 52.35% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.1M |
| 2 |
VF
Virtu Financial
New York
|
+$2.28M |
| 3 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
+$1.85M |
| 4 |
Morgan Stanley
New York
|
+$1.65M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.78M |
| 2 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
-$1.41M |
| 3 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$747K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$585K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6K | – | – | – |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $4K | -$28.3K | -280 | -87% |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $3K | – | – | – |
|
|
MIM
29
Macroview Investment Management
Bethesda,
Maryland
| $3K | +$2.63K | +26 | New |
|
|
GEA
30
Glen Eagle Advisors
Kingston,
New Jersey
| $506 | +$505 | +5 | New |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$585K | -5,774 | Closed |
|
|
IWM
32
IHT Wealth Management
Chicago,
Illinois
| – | -$13 | -197 | Closed |
|
LDUR Hedge Fund Activity: Q3 2017 in Review
31 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 Q3 2017, worth a combined $60.3M — up 51% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LDUR positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $15.1M. The largest seller was Bank of America, cutting an estimated $1.78M.
- 31 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2017, up from 27 in Q2 2017.
- Funds reported $60.3M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2017, up 51% quarter-over-quarter.
- 6 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2017 and 2 closed out, a net change of +4 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2017 was Fidelity Investments, an estimated $15.1M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2017 was Bank of America, an estimated $1.78M sold.
Based on aggregated 13F filings for Q3 2017.