PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
50 hedge funds and large institutions have $120M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
26% more capital invested
Capital invested by funds: $95.4M → $120M (+$24.7M)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
6% more funds holding
Funds holding: 47 → 50 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.65% less ownership
Funds ownership: 77.68% → 70.03% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$11.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.65M |
| 3 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$6.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
| 5 |
FCAG
First Capital Advisors Group
Little Silver,
New Jersey
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$16M |
| 2 |
CHA
Cedar Hill Associates
Chicago,
Illinois
|
-$1.35M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.11M |
| 4 |
Morgan Stanley
New York
|
-$1.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$785K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$785K | -7,872 | Closed |
|
|
VF
52
Virtu Financial
New York
| – | -$578K | -5,795 | Closed |
|
|
CF
53
Centaurus Financial
Anaheim,
California
| – | -$40K | -398 | Closed |
|
|
BBHC
54
Brown Brothers Harriman & Co
New York
| – | -$10K | -100 | Closed |
|
55
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$9K | -86 | Closed |
|
LDUR Hedge Fund Activity: Q3 2018 in Review
50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2018, worth a combined $120M — up 26% from $95.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LDUR positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $11.9M. The largest seller was Cornerstone Wealth Management, cutting an estimated $16M.
- 50 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2018, up from 47 in Q2 2018.
- Funds reported $120M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2018, up 26% quarter-over-quarter.
- 9 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2018 and 6 closed out, a net change of +3 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2018 was Ladenburg Thalmann Financial Services, an estimated $11.9M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2018.