PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
90 hedge funds and large institutions have $448M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 9 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
42% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 24
27% more capital invested
Capital invested by funds: $353M → $448M (+$95.3M)
14% more funds holding
Funds holding: 79 → 90 (+11)
2.76% less ownership
Funds ownership: 71.02% → 68.26% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$16.3M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$15M |
| 3 |
Jane Street
New York
|
+$14.5M |
| 4 |
SW
SkyOak Wealth
Southfield,
Michigan
|
+$8.27M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.2M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$2.53M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.44M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$808K |
LDUR Hedge Fund Activity: Q3 2020 in Review
90 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2020, worth a combined $448M — up 27% from $353M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LDUR positions and 9 closed out — a net gain of 11 holders — while 34 added to existing stakes and 24 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.3M. The largest seller was Osaic Holdings, cutting an estimated $7.2M.
- 90 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2020, up from 79 in Q2 2020.
- Funds reported $448M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2020, up 27% quarter-over-quarter.
- 20 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2020 and 9 closed out, a net change of +11 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2020 was Citadel Advisors, an estimated $16.3M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2020 was Osaic Holdings, an estimated $7.2M sold.
Based on aggregated 13F filings for Q3 2020.