PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
143 hedge funds and large institutions have $787M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 20 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
3.1% more ownership
Funds ownership: 63.77% → 66.87% (+3.1%)
3% more capital invested
Capital invested by funds: $764M → $787M (+$23.6M)
2% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 50
1% less funds holding
Funds holding: 144 → 143 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$34.5M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$22.8M |
| 3 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$21.6M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$14M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$11.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.07M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.57M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.52M |
LDUR Hedge Fund Activity: Q1 2022 in Review
143 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2022, worth a combined $787M — up 3.1% from $764M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new LDUR positions and 20 closed out — a net gain of 3 holders — while 51 added to existing stakes and 50 trimmed.
The largest buyer was Elwood & Goetz Wealth Advisory Group, opening a new position worth an estimated $34.5M. The largest seller was Reitz Capital Advisors, exiting entirely with an estimated $11.7M sold.
- 143 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2022, down from 144 in Q4 2021.
- Funds reported $787M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2022, up 3.1% quarter-over-quarter.
- 23 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2022 and 20 closed out, a net change of +3 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2022 was Elwood & Goetz Wealth Advisory Group, an estimated $34.5M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2022 was Reitz Capital Advisors, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2022.