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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

126 hedge funds and large institutions have $643M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

2% more funds holding

Funds holding: 123126 (+3)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

1% less capital invested

Capital invested by funds: $650M → $643M (-$6.57M)

3.66% less ownership

Funds ownership: 57.54%53.87% (-3.7%)

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
21
Increased
39
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cetera Advisors
Colorado
$535K -$27.3K -268 -5%
AC
77
Addison Capital
Pennsylvania
$514K
RJA
78
Raymond James & Associates
Florida
$506K +$202K +1,984 +66%
NFG
79
Next Financial Group
Texas
$494K +$15.5K +152 +3%
GIA
80
Gladstone Institutional Advisory
Florida
$462K -$994K -9,774 -68%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$445K +$445K +4,375 New
PA
82
Procyon Advisors
Connecticut
$437K -$24.6K -242 -5%
GWM
83
Geneos Wealth Management
Colorado
$423K +$133K +1,304 +46%
AIP
84
Ahrens Investment Partners
Louisiana
$382K -$163K -1,600 -30%
NFG
85
Nations Financial Group
Iowa
$368K +$139K +1,364 +61%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$341K -$208K -2,047 -38%
HighTower Advisors
87
HighTower Advisors
Illinois
$335K -$544K -5,347 -62%
Citadel Advisors
88
Citadel Advisors
Florida
$321K +$321K +3,151 New
GVAG
89
Great Valley Advisor Group
Delaware
$315K +$314K +3,089 New
Citigroup
90
Citigroup
New York
$307K +$121K +1,191 +65%
AWA
91
Arkadios Wealth Advisors
Georgia
$302K -$82.4K -810 -21%
MFA
92
Mayflower Financial Advisors
Massachusetts
$287K +$288K +2,827 New
SEIA
93
Signature Estate & Investment Advisors
California
$276K -$5.19K -51 -2%
FFA
94
Founders Financial Alliance
North Carolina
$265K -$142K -1,400 -35%
PP
95
Professional Planning
California
$263K +$263K +2,583 New
IWN
96
Independent Wealth Network
Iowa
$252K +$253K +2,486 New
KWM
97
Kingsview Wealth Management
Oregon
$249K
SC
98
Slow Capital
California
$249K
LCM
99
Leisure Capital Management
California
$233K
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$233K +$32K +315 +16%

LDUR Hedge Fund Activity: Q3 2021 in Review

126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2021, worth a combined $643M — down 1% from $650M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LDUR positions and 14 closed out — a net gain of 7 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Palladium Partners, opening a new position worth an estimated $19.4M. The largest seller was Howland Capital Management, cutting an estimated $6.02M.

  • 126 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $643M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2021, down 1% quarter-over-quarter.
  • 21 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2021 and 14 closed out, a net change of +7 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2021 was Palladium Partners, an estimated $19.4M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2021 was Howland Capital Management, an estimated $6.02M sold.

Based on aggregated 13F filings for Q3 2021.