PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
58 hedge funds and large institutions have $280M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
9% more funds holding
Funds holding: 53 → 58 (+5)
3% more capital invested
Capital invested by funds: $270M → $280M (+$9.16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
3.85% less ownership
Funds ownership: 82.89% → 79.04% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.31M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$2.59M |
| 3 |
IIA
IPG Investment Advisors
San Diego,
California
|
+$2.1M |
| 4 |
GIP
Greatmark Investment Partners
Columbus,
Georgia
|
+$1.82M |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$2.26M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.21M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$1.4M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$917K |
| 5 |
Jane Street
New York
|
-$813K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
51
Advisory Services Network
Atlanta,
Georgia
| $51K | +$46.5K | +466 | +1,059% |
|
|
FMP
52
Financial Management Professionals
Austin,
Texas
| $39K | – | – | – |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| $30K | +$29.9K | +300 | New |
|
|
GEA
54
Glen Eagle Advisors
Kingston,
New Jersey
| $9.42K | +$599 | +6 | +7% |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $8K | -$1.7K | -17 | -17% |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | – | – | – |
|
|
BRWM
57
B. Riley Wealth Management
Memphis,
Tennessee
| $2.3K | -$107K | -1,070 | -4% |
|
|
PFGIA
58
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
|
59
Jane Street
New York
| – | -$813K | -8,154 | Closed |
|
|
IDA
60
Intelligence Driven Advisers
Carlsbad,
California
| – | -$274K | -2,750 | Closed |
|
|
AAM
61
Advisors Asset Management
Monument,
Colorado
| – | -$17K | -168 | Closed |
|
|
MIM
62
Macroview Investment Management
Bethesda,
Maryland
| – | -$3K | -26 | Closed |
|
LDUR Hedge Fund Activity: Q2 2019 in Review
58 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2019, worth a combined $280M — up 3.4% from $270M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LDUR positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.31M. The largest seller was Howland Capital Management, cutting an estimated $2.26M.
- 58 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2019, up from 53 in Q1 2019.
- Funds reported $280M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2019, up 3.4% quarter-over-quarter.
- 9 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2019 and 4 closed out, a net change of +5 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2019 was Royal Bank of Canada, an estimated $3.31M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2019 was Howland Capital Management, an estimated $2.26M sold.
Based on aggregated 13F filings for Q2 2019.