PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
156 hedge funds and large institutions have $1.03B invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 13 closing their positions.
108% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 13
30% more capital invested
Capital invested by funds: $787M → $1.03B (+$239M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
16% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 50
9% more funds holding
Funds holding: 143 → 156 (+13)
4.67% more ownership
Funds ownership: 66.87% → 71.54% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$98.9M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$51.7M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$42.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.3M |
| 5 |
Cerity Partners
New York
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$9.89M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$7.91M |
| 3 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$6.64M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$5.84M |
| 5 |
AWS
AJ Wealth Strategies
New York
|
-$5.17M |
LDUR Hedge Fund Activity: Q2 2022 in Review
156 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2022, worth a combined $1.03B — up 30% from $787M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LDUR positions and 13 closed out — a net gain of 14 holders — while 58 added to existing stakes and 50 trimmed.
The largest buyer was Halbert Hargrove Global Advisors, adding an estimated $98.9M. The largest seller was Tobias Financial Advisors, cutting an estimated $9.89M.
- 156 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2022, up from 143 in Q1 2022.
- Funds reported $1.03B of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2022, up 30% quarter-over-quarter.
- 27 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2022 and 13 closed out, a net change of +14 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2022 was Halbert Hargrove Global Advisors, an estimated $98.9M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2022 was Tobias Financial Advisors, an estimated $9.89M sold.
Based on aggregated 13F filings for Q2 2022.