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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

110 hedge funds and large institutions have $487M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 22

22% more funds holding

Funds holding: 90110 (+20)

9% more capital invested

Capital invested by funds: $448M → $487M (+$39M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3.58% less ownership

Funds ownership: 68.26%64.68% (-3.6%)

Holders
110
Holders Change
+20
Holders Change %
+22.22%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
29
Increased
41
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Grace Capital
Massachusetts
$1.02M +$1.02M +10,000 New
CAL
52
Capital Advisors Ltd
Ohio
$926K +$102 +1 +0%
CPA
53
Clear Perspective Advisors
Illinois
$918K +$918K +8,997 New
ASN
54
Advisory Services Network
Georgia
$881K +$95.5K +936 +12%
CTFG
55
Capstone Triton Financial Group
Oklahoma
$829K +$829K +8,125 New
AWA
56
Arkadios Wealth Advisors
Georgia
$792K +$33.3K +326 +4%
SFS
57
Sowell Financial Services
Arkansas
$731K
CL
58
CPWM LLC
Washington
$595K +$595K +5,828 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$569K +$569K +5,575 New
AC
60
Addison Capital
Pennsylvania
$515K
PPSG
61
Princeton Portfolio Strategies Group
New Jersey
$499K -$39.3K -385 -7%
NFG
62
Next Financial Group
Texas
$447K +$86.2K +845 +24%
T
63
TRUADVICE
Florida
$432K +$199K +1,949 +86%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$412K +$101K +987 +32%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$408K +$408K +3,995 New
SC
66
Slow Capital
California
$400K +$237K +2,320 +145%
Citigroup
67
Citigroup
New York
$378K -$7.45K -73 -2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$365K -$5.04M -49,403 -93%
CA
69
Cetera Advisors
Colorado
$365K -$308K -3,019 -46%
AIP
70
Almanack Investment Partners
Pennsylvania
$363K +$363K +3,554 New
MML Investors Services
71
MML Investors Services
Massachusetts
$361K +$23.7K +232 +7%
H
72
HoyleCohen
California
$330K +$330K +3,230 New
SW
73
Signify Wealth
Missouri
$285K +$285K +2,796 New
AIFAIM
74
American Institute for Advanced Investment Management
Arizona
$250K
CIA
75
Compass Ion Advisors
Pennsylvania
$250K +$250K +2,448 New

LDUR Hedge Fund Activity: Q4 2020 in Review

110 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2020, worth a combined $487M — up 8.7% from $448M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new LDUR positions and 7 closed out — a net gain of 22 holders — while 41 added to existing stakes and 22 trimmed.

The largest buyer was Kathmere Capital Management, adding an estimated $13.6M. The largest seller was Citadel Advisors, cutting an estimated $12.9M.

  • 110 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $487M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2020, up 8.7% quarter-over-quarter.
  • 29 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2020 and 7 closed out, a net change of +22 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2020 was Kathmere Capital Management, an estimated $13.6M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2020 was Citadel Advisors, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2020.