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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 160162 (+2)

0.07% less ownership

Funds ownership: 69.38%69.3% (-0.07%)

3% less capital invested

Capital invested by funds: $980M → $955M (-$24.9M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
76
PAX Financial Group
Texas
$1.2M -$1.79K -19 -0.1%
AWS
77
AJ Wealth Strategies
New York
$1.09M -$355K -3,778 -25%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.05M -$378K -4,018 -27%
MCC
79
Money Concepts Capital
Florida
$992K +$526K +5,597 +114%
PFS
80
Prospera Financial Services
Texas
$983K -$99.8K -1,062 -9%
CM
81
Columbus Macro
Pennsylvania
$973K -$701K -7,457 -42%
CAL
82
Capital Advisors Ltd
Ohio
$956K -$87.3K -929 -8%
FIM
83
Fernwood Investment Management
Massachusetts
$943K
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$941K -$1.42M -15,098 -60%
Brown Advisory
85
Brown Advisory
Maryland
$930K +$927K +9,863 New
DC
86
Davenport & Co
Virginia
$918K -$74.4K -792 -8%
AC
87
Avestar Capital
New York
$907K -$609K -6,477 -40%
OPS
88
Orion Portfolio Solutions
Nebraska
$868K -$24.9K -265 -3%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$856K +$854K +9,084 New
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$835K -$41.4K -440 -5%
CIBC World Market
91
CIBC World Market
Ontario, Canada
$811K -$21.8K -232 -3%
TW
92
TrinityPoint Wealth
Connecticut
$715K -$151K -1,609 -18%
CBFP
93
Cedar Brook Financial Partners
Ohio
$649K -$106K -1,124 -14%
CAAS
94
Capital Asset Advisory Services
Michigan
$633K +$632K +6,720 New
NRI
95
NFP Retirement Inc
California
$603K +$9.4K +100 +2%
CAN
96
Cetera Advisor Networks
California
$583K +$236K +2,509 +68%
AFM
97
Andesa Financial Management
Pennsylvania
$580K +$212K +2,256 +58%
SI
98
Stephens Inc
Arkansas
$577K
ATWA
99
Arbor Trust Wealth Advisors
Michigan
$569K -$108K -1,145 -16%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$563K -$42K -447 -7%

LDUR Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2022, worth a combined $955M — down 2.5% from $980M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LDUR positions and 21 closed out — a net gain of 5 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $8.62M. The largest seller was Sequoia Financial Advisors, cutting an estimated $33.2M.

  • 162 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $955M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2022, down 2.5% quarter-over-quarter.
  • 26 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2022 was Renaissance Technologies, an estimated $8.62M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2022 was Sequoia Financial Advisors, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2022.