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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

110 hedge funds and large institutions have $487M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 22

22% more funds holding

Funds holding: 90 → 110 (+20)

9% more capital invested

Capital invested by funds: $448M → $487M (+$39M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3.58% less ownership

Funds ownership: 68.26% → 64.68% (-3.6%)

Holders
110
Holders Change
+20
Holders Change %
+22.22%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
29
Increased
41
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kathmere Capital Management
Pennsylvania
+$13.6M
2
TFA
Tobias Financial Advisors
Florida
+$13.1M
3
UBS Group
UBS Group
Switzerland
+$5.76M
4
Morgan Stanley
Morgan Stanley
New York
+$5.74M
5
Bank of America
Bank of America
North Carolina
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$12.9M
2
Jane Street
Jane Street
New York
-$10.7M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$5.04M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$4.42M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
26
Arbor Trust Wealth Advisors
Michigan
$3.21M -$230K -2,253 -7%
SS
27
Simplicity Solutions
Minnesota
$3.17M +$3.17M +31,106 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.93M -$2.08M -20,427 -42%
AWS
29
AJ Wealth Strategies
New York
$2.6M +$357K +3,500 +16%
PA
30
Parallel Advisors
California
$2.41M +$612 +6 +0%
CW
31
CreativeOne Wealth
Kansas
$2.34M -$37.6K -368 -2%
CM
32
Columbus Macro
Pennsylvania
$2.29M -$34.1K -334 -1%
NA
33
Nottingham Advisors
New York
$2.25M +$1.22M +12,000 +120%
ACP
34
Aviance Capital Partners
Florida
$2.06M +$10K +98 +0.5%
CB
35
Community Bank
New York
$2.04M +$1.02M +10,000 +100%
AI
36
Atria Investments
North Carolina
$1.93M +$329K +3,223 +21%
CBFP
37
Cedar Brook Financial Partners
Ohio
$1.9M +$39.3K +385 +2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.84M +$1.84M +18,026 New
AIP
39
Ahrens Investment Partners
Louisiana
$1.78M +$314K +3,075 +21%
KAS
40
Kestra Advisory Services
Texas
$1.73M +$367K +3,595 +27%
CWM
41
Cedar Wealth Management
California
$1.62M +$1.43K +14 +0.1%
OPS
42
Orion Portfolio Solutions
Nebraska
$1.6M -$528K -5,177 -25%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.51M +$1.12M +10,999 +287%
CFG
44
Cooper Financial Group
California
$1.48M +$2.45K +24 +0.2%
SI
45
Stephens Inc
Arkansas
$1.25M +$1.25M +12,250 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.22M +$51.6K +506 +4%
RA
47
RFG Advisory
Alabama
$1.12M +$155K +1,516 +16%
FCA
48
FinTrust Capital Advisors
South Carolina
$1.07M +$1.07M +10,445 New
FTUS
49
Flow Traders U.S.
New York
$1.02M +$204K +1,998 +25%
FIM
50
Fernwood Investment Management
Massachusetts
$1.02M +$1.02M +10,000 New
1
2
3 4 5

LDUR Hedge Fund Activity: Q4 2020 in Review

110 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2020, worth a combined $487M — up 8.7% from $448M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LDUR positions and 7 closed out — a net gain of 22 holders — while 41 added to existing stakes and 22 trimmed.

The largest buyer was Kathmere Capital Management, adding an estimated $13.6M. The largest seller was Citadel Advisors, cutting an estimated $12.9M.

  • 110 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $487M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2020, up 8.7% quarter-over-quarter.
  • 29 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2020 and 7 closed out, a net change of +22 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2020 was Kathmere Capital Management, an estimated $13.6M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2020 was Citadel Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2020.