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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

126 hedge funds and large institutions have $643M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

2% more funds holding

Funds holding: 123126 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

1% less capital invested

Capital invested by funds: $650M → $643M (-$6.57M)

3.66% less ownership

Funds ownership: 57.54%53.87% (-3.7%)

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
21
Increased
39
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Advisory Alpha
Michigan
$1.26M +$1.26M +12,417 New
MML Investors Services
52
MML Investors Services
Massachusetts
$1.25M +$139K +1,365 +13%
AIA
53
Angeles Investment Advisors
California
$1.24M +$1.23M +12,138 New
AIP
54
Almanack Investment Partners
Pennsylvania
$1.16M +$600K +5,895 +106%
FFWM
55
Future Financial Wealth Management
Ohio
$1.16M
CPA
56
Clear Perspective Advisors
Illinois
$1.1M +$116K +1,141 +12%
Renaissance Technologies
57
Renaissance Technologies
New York
$1.09M +$1.09M +10,675 New
FIM
58
Fernwood Investment Management
Massachusetts
$1.02M
GC
59
Grace Capital
Massachusetts
$1.01M
TCM
60
TD Capital Management
Tennessee
$1.01M +$645K +6,342 +176%
ACP
61
Aviance Capital Partners
Florida
$960K -$577K -5,674 -38%
RA
62
RFG Advisory
Alabama
$957K -$215K -2,114 -18%
CAL
63
Capital Advisors Ltd
Ohio
$931K +$20.3K +200 +2%
PA
64
Parallel Advisors
California
$922K -$1.03M -10,119 -53%
FCA
65
FinTrust Capital Advisors
South Carolina
$816K -$190K -1,870 -19%
OMC
66
Old Mission Capital
Illinois
$764K +$180K +1,769 +31%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$757K
JP Morgan Chase
68
JP Morgan Chase
New York
$752K -$722K -7,098 -49%
FWM
69
Focused Wealth Management
New York
$742K +$97K +953 +15%
CBFP
70
Cedar Brook Financial Partners
Ohio
$740K -$2.65K -26 -0.4%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$726K -$92K -904 -11%
ACM
72
Alpha Capital Management
Texas
$666K -$475K -4,670 -42%
AWAG
73
ARS Wealth Advisors Group
Florida
$637K +$636K +6,253 New
SI
74
Stephens Inc
Arkansas
$624K
CTFG
75
Capstone Triton Financial Group
Oklahoma
$568K -$163K -1,606 -22%

LDUR Hedge Fund Activity: Q3 2021 in Review

126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2021, worth a combined $643M — down 1% from $650M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LDUR positions and 14 closed out — a net gain of 7 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Palladium Partners, opening a new position worth an estimated $19.4M. The largest seller was Howland Capital Management, cutting an estimated $6.02M.

  • 126 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $643M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2021, down 1% quarter-over-quarter.
  • 21 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2021 and 14 closed out, a net change of +7 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2021 was Palladium Partners, an estimated $19.4M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2021 was Howland Capital Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q3 2021.