PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
69 hedge funds and large institutions have $342M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
15% more funds holding
Funds holding: 60 → 69 (+9)
8% more capital invested
Capital invested by funds: $316M → $342M (+$26.1M)
1.49% more ownership
Funds ownership: 76.29% → 77.78% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$13M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$4.8M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.77M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.08M |
| 5 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.06M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$955K |
| 4 |
IIA
IPG Investment Advisors
San Diego,
California
|
-$850K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$750K |
LDUR Hedge Fund Activity: Q4 2019 in Review
69 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2019, worth a combined $342M — up 8.2% from $316M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LDUR positions and 4 closed out — a net gain of 10 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Access Financial Services, adding an estimated $13M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $1.7M sold.
- 69 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2019, up from 60 in Q3 2019.
- Funds reported $342M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2019, up 8.2% quarter-over-quarter.
- 14 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2019 and 4 closed out, a net change of +10 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2019 was Access Financial Services, an estimated $13M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2019 was Signature Estate & Investment Advisors, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2019.