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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

158 hedge funds and large institutions have $633M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1% less funds holding

Funds holding: 160158 (-2)

7.26% less ownership

Funds ownership: 77.48%70.22% (-7.3%)

13% less capital invested

Capital invested by funds: $731M → $633M (-$98.2M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.28%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
16
Increased
57
Reduced
62
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
$2.06M +$739K +7,789 +56%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.84M +$1.44M +15,234 +365%
EFS
53
Essex Financial Services
Connecticut
$1.81M +$333K +3,509 +23%
FIC
54
Family Investment Center
Missouri
$1.8M -$701K -7,393 -28%
IFG
55
Independent Financial Group
California
$1.74M +$498K +5,253 +40%
AAS
56
Avantax Advisory Services
Texas
$1.72M +$117K +1,236 +7%
RA
57
RFG Advisory
Alabama
$1.6M -$378K -3,987 -19%
PA
58
PFG Advisors
Arizona
$1.57M +$165K +1,744 +12%
WN
59
Williams & Novak
California
$1.55M
PCP
60
Proficio Capital Partners
Massachusetts
$1.5M +$886K +9,339 +144%
SFA
61
Sequoia Financial Advisors
Ohio
$1.37M -$408K -4,307 -23%
DC
62
Davenport & Co
Virginia
$1.35M +$138K +1,453 +11%
GM
63
GeoWealth Management
Illinois
$1.28M +$137K +1,447 +12%
KAS
64
Kestra Advisory Services
Texas
$1.27M -$4.08K -43 -0.3%
CFGF
65
Compass Financial Group (Florida)
Florida
$1.15M -$15.3K -161 -1%
DFG
66
Delta Financial Group
New Jersey
$1.13M
CA
67
Cetera Advisors
Colorado
$1.12M +$483K +5,094 +76%
ASN
68
Advisory Services Network
Georgia
$1.05M -$141K -1,485 -12%
WA
69
WBH Advisory
Maryland
$980K -$142K -1,502 -13%
PFS
70
Prospera Financial Services
Texas
$942K +$7.59K +80 +0.8%
NAS
71
NWF Advisory Services
California
$937K -$114K -1,198 -11%
HHGA
72
Halbert Hargrove Global Advisors
California
$795K -$1.44M -15,160 -64%
MAG
73
Mayfair Advisory Group
Alabama
$776K +$184K +1,945 +31%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$757K +$59.2K +624 +8%
Corient Private Wealth
75
Corient Private Wealth
Florida
$756K -$85.9K -906 -10%

LDUR Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2024, worth a combined $633M — down 13% from $731M a quarter earlier.

Fund positioning in LDUR was balanced in Q1 2024: 16 funds opened new positions, 16 closed out, 57 added to existing stakes and 62 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $32.7M.

  • 158 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2024, down from 160 in Q4 2023.
  • Funds reported $633M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2024 and 16 closed out, a net change of 0 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2024 was Citadel Advisors, an estimated $4.98M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.