PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
71 hedge funds and large institutions have $333M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 9 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
3% more funds holding
Funds holding: 69 → 71 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $342M → $333M (-$9.28M)
1.17% less ownership
Funds ownership: 77.78% → 76.61% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$5.99M |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$5.72M |
| 3 |
Jane Street
New York
|
+$5.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.52M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.78M |
| 2 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$2.57M |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.15M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.17M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$985K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
76
Laidlaw Wealth Management
New York City,
New York
| – | -$395K | -3,960 | Closed |
|
77
Truist Financial
Charlotte,
North Carolina
| – | -$299K | -3,000 | Closed |
|
78
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$210K | -2,100 | Closed |
|
|
AA
79
Ancora Advisors
Cleveland,
Ohio
| – | -$200K | -2,000 | Closed |
|
|
GSC
80
G&S Capital
Denver,
Colorado
| – | -$1K | -13 | Closed |
|
LDUR Hedge Fund Activity: Q1 2020 in Review
71 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2020, worth a combined $333M — down 2.7% from $342M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LDUR positions and 9 closed out — a net gain of 5 holders — while 30 added to existing stakes and 16 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $5.99M. The largest seller was Royal Bank of Canada, cutting an estimated $9.78M.
- 71 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2020, up from 69 in Q4 2019.
- Funds reported $333M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2020, down 2.7% quarter-over-quarter.
- 14 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2020 and 9 closed out, a net change of +5 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2020 was Baird Financial Group, an estimated $5.99M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2020 was Royal Bank of Canada, an estimated $9.78M sold.
Based on aggregated 13F filings for Q1 2020.