PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
160 hedge funds and large institutions have $980M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
3% more funds holding
Funds holding: 156 → 160 (+4)
0% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 56
4% less capital invested
Capital invested by funds: $1.03B → $980M (-$46M)
2.16% less ownership
Funds ownership: 71.54% → 69.38% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$35.2M |
| 2 |
TCM
TD Capital Management
Memphis,
Tennessee
|
+$18.9M |
| 3 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$11.5M |
| 4 |
Morgan Stanley
New York
|
+$10M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$9.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$63.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.8M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$13.6M |
| 4 |
Jane Street
New York
|
-$13M |
| 5 |
SW
StrongBox Wealth
Lee's Summit,
Missouri
|
-$8.61M |
LDUR Hedge Fund Activity: Q3 2022 in Review
160 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2022, worth a combined $980M — down 4.5% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LDUR positions and 18 closed out — a net gain of 6 holders — while 56 added to existing stakes and 56 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $35.2M. The largest seller was Fidelity Investments, cutting an estimated $63.7M.
- 160 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2022, up from 156 in Q2 2022.
- Funds reported $980M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2022, down 4.5% quarter-over-quarter.
- 24 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2022 and 18 closed out, a net change of +6 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2022 was Carson Wealth (CWM LLC), an estimated $35.2M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2022 was Fidelity Investments, an estimated $63.7M sold.
Based on aggregated 13F filings for Q3 2022.