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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 160162 (+2)

0.07% less ownership

Funds ownership: 69.38%69.3% (-0.07%)

3% less capital invested

Capital invested by funds: $980M → $955M (-$24.9M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
26
Austin Private Wealth
Texas
$6.97M -$445K -4,739 -6%
VNA
27
Valley National Advisers
Pennsylvania
$6.51M +$203K +2,163 +3%
ACM
28
Antonetti Capital Management
Florida
$6.48M -$5.56M -59,193 -46%
AWM
29
Aevitas Wealth Management
Massachusetts
$6.3M +$3.01M +32,041 +92%
Citadel Advisors
30
Citadel Advisors
Florida
$6.22M +$6.2M +66,004 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.79M -$69.2K -736 -1%
GIP
32
Greatmark Investment Partners
Georgia
$5.55M -$883K -9,394 -14%
LWM
33
Lionsbridge Wealth Management
Florida
$5.4M +$4.21M +44,818 +358%
IWC
34
Integrated Wealth Concepts
Massachusetts
$4.58M -$447K -4,760 -9%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$4.48M +$2.97M +31,624 +199%
OWA
36
Opal Wealth Advisors
New York
$4.45M +$4.44M +47,227 New
PA
37
Procyon Advisors
Connecticut
$4.31M +$3.68M +39,161 +595%
AWS
38
Atria Wealth Solutions
New York
$4.29M +$1.24M +13,208 +41%
CWM
39
CarsonAllaria Wealth Management
Illinois
$4.12M -$19.3K -205 -0.5%
Stifel Financial
40
Stifel Financial
Missouri
$3.95M +$1.08M +11,500 +38%
CW
41
CreativeOne Wealth
Kansas
$3.86M -$529K -5,629 -12%
SW
42
SkyOak Wealth
Michigan
$3.7M -$31.7K -337 -0.9%
OIA
43
OneDigital Investment Advisors
Kansas
$3.63M +$1.87M +19,936 +107%
SSC
44
Syverson Strege & Co
Iowa
$3.39M +$76.5K +814 +2%
DAS
45
Dynamic Advisor Solutions
Arizona
$3.29M +$1.14M +12,112 +53%
KAS
46
Kestra Advisory Services
Texas
$3.15M +$1.96M +20,823 +166%
IA
47
IFP Advisors
Florida
$3.07M -$2.8M -29,825 -50%
CCFM
48
Clear Creek Financial Management
Washington
$3.06M +$30.9K +329 +1%
BEAM
49
Baker Ellis Asset Management
Washington
$2.89M -$382K -4,060 -12%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.85M +$1.8M +19,113 +172%

LDUR Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2022, worth a combined $955M — down 2.5% from $980M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LDUR positions and 21 closed out — a net gain of 5 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $8.62M. The largest seller was Sequoia Financial Advisors, cutting an estimated $33.2M.

  • 162 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $955M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2022, down 2.5% quarter-over-quarter.
  • 26 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2022 was Renaissance Technologies, an estimated $8.62M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2022 was Sequoia Financial Advisors, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2022.