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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 160 → 162 (+2)

0.07% less ownership

Funds ownership: 69.38% → 69.3% (-0.07%)

3% less capital invested

Capital invested by funds: $980M → $955M (-$24.9M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$8.62M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.2M
3
UBS Group
UBS Group
Switzerland
+$5.78M
4
TCM
TD Capital Management
Tennessee
+$5.56M
5
OWA
Opal Wealth Advisors
New York
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$33.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$15.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$14.7M
4
HHGA
Halbert Hargrove Global Advisors
California
-$12.1M
5
HIP
HUB Investment Partners
Texas
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
51
Ritter Daniher Financial Advisory
Ohio
$2.77M +$2.76M +29,344 New
FNC
52
First National Corp
Massachusetts
$2.5M -$3.82M -40,634 -61%
SRC
53
Sage Rhino Capital
California
$2.34M +$2.33M +24,781 New
ACM
54
Anfield Capital Management
California
$2.32M -$56.3K -599 -2%
SPL
55
Smart Portfolios LLC
Washington
$2.28M +$2.28M +24,207 New
FIC
56
Family Investment Center
Missouri
$2.27M +$2.26M +24,066 New
RA
57
RFG Advisory
Alabama
$2.06M +$1.07M +11,415 +111%
NA
58
NewEdge Advisors
Louisiana
$2.06M +$865K +9,200 +35%
HI
59
Harbour Investments
Wisconsin
$2.03M +$1.04M +11,090 +106%
SPIA
60
Steward Partners Investment Advisory
New York
$2M +$2M +21,227 New
EFS
61
Essex Financial Services
Connecticut
$1.94M +$272K +2,899 +16%
ERIC
62
Eagle Rock Investment Company
Georgia
$1.87M +$40.3K +429 +2%
CFG
63
Carr Financial Group
Massachusetts
$1.82M +$1.81M +19,256 New
BCM
64
Brookstone Capital Management
Illinois
$1.74M -$1.1M -11,739 -39%
SW
65
StrongBox Wealth
Missouri
$1.68M -$1.34M -14,309 -45%
SFM
66
Signet Financial Management
New Jersey
$1.64M +$361K +3,836 +28%
DFG
67
Delta Financial Group
New Jersey
$1.61M +$1.6M +17,019 New
JP Morgan Chase
68
JP Morgan Chase
New York
$1.53M -$49.5K -527 -3%
CWM
69
Cedar Wealth Management
California
$1.51M +$9.96K +106 +0.7%
CFGF
70
Compass Financial Group (Florida)
Florida
$1.45M +$62.2K +662 +5%
ASN
71
Advisory Services Network
Georgia
$1.42M -$108K -1,152 -7%
RJA
72
Raymond James & Associates
Florida
$1.37M +$170K +1,806 +14%
NFG
73
Nations Financial Group
Iowa
$1.32M +$300K +3,191 +29%
CFG
74
Cooper Financial Group
California
$1.31M +$282K +2,999 +27%
AIFAIM
75
American Institute for Advanced Investment Management
Arizona
$1.26M -$841K -8,947 -40%
1 2
3
4 5

LDUR Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2022, worth a combined $955M — down 2.5% from $980M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LDUR positions and 21 closed out — a net gain of 5 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $8.62M. The largest seller was Sequoia Financial Advisors, cutting an estimated $33.2M.

  • 162 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $955M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2022, down 2.5% quarter-over-quarter.
  • 26 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2022 was Renaissance Technologies, an estimated $8.62M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2022 was Sequoia Financial Advisors, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2022.