PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
60 hedge funds and large institutions have $316M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 5 closing their positions.
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $280M → $316M (+$36.8M)
3% more funds holding
Funds holding: 58 → 60 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.75% less ownership
Funds ownership: 79.04% → 76.29% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$25M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$15.5M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$3.07M |
| 4 |
Jane Street
New York
|
+$1.86M |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.57M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$6.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.38M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$1.39M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.07M |
LDUR Hedge Fund Activity: Q3 2019 in Review
60 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2019, worth a combined $316M — up 13% from $280M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LDUR positions and 5 closed out — a net gain of 2 holders — while 27 added to existing stakes and 11 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $6.57M.
- 60 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2019, up from 58 in Q2 2019.
- Funds reported $316M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2019, up 13% quarter-over-quarter.
- 7 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2019 and 5 closed out, a net change of +2 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2019 was Fidelity Investments, an estimated $25M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2019 was Envestnet Asset Management, an estimated $6.57M sold.
Based on aggregated 13F filings for Q3 2019.