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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

149 hedge funds and large institutions have $604M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

0.54% more ownership

Funds ownership: 69.82% → 70.37% (+0.54%)

1% less capital invested

Capital invested by funds: $610M → $604M (-$5.83M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

3% less funds holding

Funds holding: 153 → 149 (-4)

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
53
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
+$2.67M
2
Mariner
Mariner
Kansas
+$2.5M
3
Wells Fargo
Wells Fargo
California
+$2.38M
4
PCP
Proficio Capital Partners
Massachusetts
+$2.28M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$7.03M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.5M
3
Jane Street
Jane Street
New York
-$4.16M
4
Morgan Stanley
Morgan Stanley
New York
-$2.9M
5
VNA
Valley National Advisers
Pennsylvania
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
CarsonAllaria Wealth Management
Illinois
$4.11M +$214K +2,248 +6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.01M -$325K -3,409 -8%
4WM
28
49 Wealth Management
Texas
$3.83M -$1.66M -17,440 -30%
PCP
29
Proficio Capital Partners
Massachusetts
$3.7M +$2.28M +23,900 +163%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.15M -$62.7K -657 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.14M +$742K +7,783 +31%
Brown Advisory
32
Brown Advisory
Maryland
$3.07M +$437K +4,584 +17%
CCFM
33
Clear Creek Financial Management
Washington
$3.06M +$2.86K +30 +0.1%
IA
34
IFP Advisors
Florida
$2.95M +$140K +1,472 +5%
EFS
35
Essex Financial Services
Connecticut
$2.91M +$317K +3,319 +12%
SRC
36
Sage Rhino Capital
California
$2.77M +$3.53K +37 +0.1%
TF
37
Trek Financial
Arizona
$2.69M +$2.67M +28,042 New
Mariner
38
Mariner
Kansas
$2.52M +$2.5M +26,244 New
PP
39
Patten & Patten
Tennessee
$2.5M +$382 +4 +0%
Stifel Financial
40
Stifel Financial
Missouri
$2.47M -$329K -3,445 -12%
PFG
41
PAX Financial Group
Texas
$2.43M -$783K -8,214 -25%
RA
42
RFG Advisory
Alabama
$2.37M +$572K +6,001 +32%
NA
43
NewEdge Advisors
Louisiana
$2.36M +$1.29M +13,502 +122%
MOS
44
MGO One Seven
Ohio
$2.28M -$216K -2,267 -9%
GIP
45
Greatmark Investment Partners
Georgia
$2.27M -$927K -9,718 -29%
PA
46
PFG Advisors
Arizona
$2.26M +$222K +2,330 +11%
Citadel Advisors
47
Citadel Advisors
Florida
$2.12M -$2.07M -21,667 -50%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.92M +$1.91M +19,989 New
Osaic Holdings
49
Osaic Holdings
Arizona
$1.92M -$1.03M -10,838 -35%
DC
50
Davenport & Co
Virginia
$1.91M +$232K +2,428 +14%
1
2
3 4 5

LDUR Hedge Fund Activity: Q3 2024 in Review

149 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2024, worth a combined $604M — down 0.96% from $610M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LDUR and 16 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 53 added.

The largest buyer was Trek Financial, opening a new position worth an estimated $2.67M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $7.03M sold.

  • 149 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2024, down from 153 in Q2 2024.
  • Funds reported $604M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2024, down 0.96% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2024 and 17 closed out, a net change of -1 holder.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2024 was Trek Financial, an estimated $2.67M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2024 was Renaissance Technologies, an estimated $7.03M sold.

Based on aggregated 13F filings for Q3 2024.