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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

153 hedge funds and large institutions have $610M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.4% less ownership

Funds ownership: 70.22% → 69.82% (-0.4%)

4% less capital invested

Capital invested by funds: $633M → $610M (-$22.8M)

3% less funds holding

Funds holding: 158 → 153 (-5)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

33% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 69

Holders
153
Holders Change
-5
Holders Change %
-3.16%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
13
Increased
46
Reduced
69
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
+$38.5M
2
Morgan Stanley
Morgan Stanley
New York
+$4.22M
3
OIA
OneDigital Investment Advisors
Kansas
+$3.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.16M
5
TCM
TD Capital Management
Tennessee
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$19.5M
2
4WM
49 Wealth Management
Texas
-$13.1M
3
Bank of America
Bank of America
North Carolina
-$12M
4
Cerity Partners
Cerity Partners
New York
-$4.88M
5
VIA
Vickerman Investment Advisors
Washington
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCFP
26
Treasure Coast Financial Planning
Florida
$4.28M -$13.4K -142 -0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.28M +$93K +985 +2%
Citadel Advisors
28
Citadel Advisors
Florida
$4.14M -$1.27M -13,452 -24%
CWM
29
CarsonAllaria Wealth Management
Illinois
$3.84M +$219K +2,318 +6%
SFM
30
Signet Financial Management
New Jersey
$3.83M +$364K +3,858 +11%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.47M -$318K -3,365 -8%
PFG
32
PAX Financial Group
Texas
$3.17M +$223K +2,358 +8%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$3.17M -$882K -9,339 -22%
GIP
34
Greatmark Investment Partners
Georgia
$3.16M -$45.1K -478 -1%
CCFM
35
Clear Creek Financial Management
Washington
$3.01M -$31.6K -335 -1%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.92M -$2.82M -29,864 -49%
IA
37
IFP Advisors
Florida
$2.77M -$104K -1,106 -4%
Stifel Financial
38
Stifel Financial
Missouri
$2.76M -$384K -4,070 -12%
SRC
39
Sage Rhino Capital
California
$2.73M +$29.1K +308 +1%
Brown Advisory
40
Brown Advisory
Maryland
$2.6M +$534K +5,652 +26%
EFS
41
Essex Financial Services
Connecticut
$2.59M +$767K +8,127 +43%
PP
42
Patten & Patten
Tennessee
$2.46M -$22.6K -239 -0.9%
MOS
43
MGO One Seven
Ohio
$2.46M -$1.74M -18,466 -42%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.36M -$36.8K -390 -2%
CW
45
CreativeOne Wealth
Kansas
$2.21M -$783K -8,290 -26%
PA
46
PFG Advisors
Arizona
$2.01M +$435K +4,609 +28%
AC
47
Avestar Capital
New York
$1.99M -$83.5K -884 -4%
AAS
48
Avantax Advisory Services
Texas
$1.86M +$142K +1,499 +8%
RA
49
RFG Advisory
Alabama
$1.77M +$171K +1,812 +11%
PCMC
50
Planning Capital Management Corporation
Pennsylvania
$1.69M -$523K -5,541 -24%
1
2
3 4 5

LDUR Hedge Fund Activity: Q2 2024 in Review

153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2024, worth a combined $610M — down 3.6% from $633M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LDUR and 13 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 46 added.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $38.5M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $19.5M.

  • 153 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2024, down from 158 in Q1 2024.
  • Funds reported $610M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 13 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2024 and 15 closed out, a net change of -2 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2024 was Advocacy Wealth Management Services, an estimated $38.5M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $19.5M sold.

Based on aggregated 13F filings for Q2 2024.