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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

149 hedge funds and large institutions have $604M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.54% more ownership

Funds ownership: 69.82%70.37% (+0.54%)

1% less capital invested

Capital invested by funds: $610M → $604M (-$5.83M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

3% less funds holding

Funds holding: 153149 (-4)

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
53
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$1.9M +$17.5K +183 +0.9%
AC
52
Avestar Capital
New York
$1.86M -$156K -1,638 -8%
PCMC
53
Planning Capital Management Corporation
Pennsylvania
$1.65M -$68.3K -716 -4%
CW
54
CreativeOne Wealth
Kansas
$1.48M -$755K -7,919 -34%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$1.35M -$93.2K -977 -6%
KAS
56
Kestra Advisory Services
Texas
$1.29M -$52.9K -555 -4%
CFGF
57
Compass Financial Group (Florida)
Florida
$1.28M +$60.9K +638 +5%
SSC
58
Syverson Strege & Co
Iowa
$1.2M -$106K -1,111 -8%
DFG
59
Delta Financial Group
New Jersey
$1.12M -$23.8K -250 -2%
KF
60
Krilogy Financial
Missouri
$1.09M +$1.08M +11,323 New
FIC
61
Family Investment Center
Missouri
$1.08M +$954 +10 +0.1%
ASN
62
Advisory Services Network
Georgia
$1.02M
PA
63
Procyon Advisors
Connecticut
$941K -$64.8K -679 -6%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$936K -$4.5M -47,168 -83%
NAS
65
NWF Advisory Services
California
$920K -$33.4K -350 -4%
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$914K +$1.15K +12 +0.1%
PFS
67
Prospera Financial Services
Texas
$883K +$9.54K +100 +1%
FTUS
68
Flow Traders U.S.
New York
$877K +$376K +3,941 +76%
SPL
69
Smart Portfolios LLC
Washington
$837K -$10.4K -109 -1%
HHGA
70
Halbert Hargrove Global Advisors
California
$819K -$21.6K -226 -3%
FFA
71
Farther Finance Advisors
California
$810K -$155K -1,630 -16%
Corient Private Wealth
72
Corient Private Wealth
Florida
$797K +$30.2K +317 +4%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$778K -$43.9K -460 -5%
CFS
74
CGC Financial Services
Oregon
$772K +$52.5K +550 +7%
Comerica Bank
75
Comerica Bank
Texas
$765K +$4.01K +42 +0.5%

LDUR Hedge Fund Activity: Q3 2024 in Review

149 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2024, worth a combined $604M — down 0.96% from $610M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LDUR and 16 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 53 added.

The largest buyer was Trek Financial, opening a new position worth an estimated $2.67M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $7.03M sold.

  • 149 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2024, down from 153 in Q2 2024.
  • Funds reported $604M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2024, down 0.96% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2024 and 17 closed out, a net change of -1 holder.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2024 was Trek Financial, an estimated $2.67M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2024 was Renaissance Technologies, an estimated $7.03M sold.

Based on aggregated 13F filings for Q3 2024.