PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
53 hedge funds and large institutions have $185M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 9 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
54% more capital invested
Capital invested by funds: $120M → $185M (+$64.7M)
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
14.51% more ownership
Funds ownership: 70.03% → 84.54% (+15%)
6% more funds holding
Funds holding: 50 → 53 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$30.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.21M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.81M |
| 5 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$5.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$2.67M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.75M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.05M |
| 4 |
Morgan Stanley
New York
|
-$1.03M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$720K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
51
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
|
GEA
52
Glen Eagle Advisors
Kingston,
New Jersey
| $494 | – | – | – |
|
|
CWM
53
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$1.05M | -106,304 | Closed |
|
|
BRF
54
B. Riley Financial
Los Angeles,
California
| – | -$2.67M | -26,764 | Closed |
|
|
RWA
55
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| – | -$1.75M | -17,589 | Closed |
|
|
MCM
56
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$258K | -2,594 | Closed |
|
|
AA
57
Ancora Advisors
Cleveland,
Ohio
| – | -$199K | -2,000 | Closed |
|
58
JP Morgan Chase
New York
| – | -$114K | -1,142 | Closed |
|
|
TFS
59
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$22K | -219 | Closed |
|
|
APSP
60
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| – | -$20K | -205 | Closed |
|
|
KF
61
Krilogy Financial
St. Louis,
Missouri
| – | -$7K | -70 | Closed |
|
LDUR Hedge Fund Activity: Q4 2018 in Review
53 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2018, worth a combined $185M — up 54% from $120M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LDUR positions and 9 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Rehmann Capital Advisory Group, adding an estimated $30.9M. The largest seller was B. Riley Financial, exiting entirely with an estimated $2.67M sold.
- 53 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2018, up from 50 in Q3 2018.
- Funds reported $185M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2018, up 54% quarter-over-quarter.
- 12 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2018 and 9 closed out, a net change of +3 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2018 was Rehmann Capital Advisory Group, an estimated $30.9M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2018 was B. Riley Financial, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2018.