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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

158 hedge funds and large institutions have $633M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1% less funds holding

Funds holding: 160158 (-2)

7.26% less ownership

Funds ownership: 77.48%70.22% (-7.3%)

13% less capital invested

Capital invested by funds: $731M → $633M (-$98.2M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.28%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
16
Increased
57
Reduced
62
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNC
26
First National Corp
Massachusetts
$4.37M
SW
27
SkyOak Wealth
Michigan
$4.31M +$56.7K +598 +1%
TCFP
28
Treasure Coast Financial Planning
Florida
$4.31M -$2.56M -27,028 -37%
MOS
29
MGO One Seven
Ohio
$4.22M -$278K -2,930 -6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.19M -$551K -5,814 -12%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$4.06M -$1.49M -15,690 -27%
JP Morgan Chase
32
JP Morgan Chase
New York
$3.79M +$295K +3,107 +8%
CWM
33
CarsonAllaria Wealth Management
Illinois
$3.63M -$468K -4,933 -11%
SFM
34
Signet Financial Management
New Jersey
$3.47M +$537K +5,667 +18%
SSC
35
Syverson Strege & Co
Iowa
$3.42M +$34.6K +365 +1%
PA
36
Procyon Advisors
Connecticut
$3.25M -$12.6M -133,099 -80%
GIP
37
Greatmark Investment Partners
Georgia
$3.21M -$151K -1,596 -5%
Stifel Financial
38
Stifel Financial
Missouri
$3.15M -$762K -8,036 -19%
CCFM
39
Clear Creek Financial Management
Washington
$3.05M -$50K -527 -2%
CW
40
CreativeOne Wealth
Kansas
$3M +$1.1M +11,624 +58%
PFG
41
PAX Financial Group
Texas
$2.96M +$131K +1,382 +5%
IA
42
IFP Advisors
Florida
$2.89M +$322K +3,395 +13%
SRC
43
Sage Rhino Capital
California
$2.71M +$119K +1,258 +5%
Jane Street
44
Jane Street
New York
$2.58M +$1.64M +17,316 +176%
PP
45
Patten & Patten
Tennessee
$2.49M +$2.49M +26,270 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.4M -$319K -3,362 -12%
SPL
47
Smart Portfolios LLC
Washington
$2.26M +$4.74K +50 +0.2%
PCMC
48
Planning Capital Management Corporation
Pennsylvania
$2.22M -$146K -1,536 -6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$2.22M +$1.79M +18,834 +412%
AC
50
Avestar Capital
New York
$2.08M +$1.12M +11,784 +116%

LDUR Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2024, worth a combined $633M — down 13% from $731M a quarter earlier.

Fund positioning in LDUR was balanced in Q1 2024: 16 funds opened new positions, 16 closed out, 57 added to existing stakes and 62 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $32.7M.

  • 158 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2024, down from 160 in Q4 2023.
  • Funds reported $633M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2024 and 16 closed out, a net change of 0 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2024 was Citadel Advisors, an estimated $4.98M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.