PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
109 hedge funds and large institutions have $597M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 19 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 26
22% more capital invested
Capital invested by funds: $487M → $597M (+$109M)
1% less funds holding
Funds holding: 110 → 109 (-1)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
6.63% less ownership
Funds ownership: 64.68% → 58.05% (-6.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$25M |
| 3 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
+$16.5M |
| 4 |
Morgan Stanley
New York
|
+$13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$9.32M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$8.48M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.45M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.17M |
| 5 |
JP Morgan Chase
New York
|
-$3.1M |
LDUR Hedge Fund Activity: Q1 2021 in Review
109 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2021, worth a combined $597M — up 22% from $487M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of LDUR and 18 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 45 added.
The largest buyer was Bank of America, adding an estimated $30.8M. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $9.32M sold.
- 109 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2021, down from 110 in Q4 2020.
- Funds reported $597M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2021, up 22% quarter-over-quarter.
- 18 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2021 and 19 closed out, a net change of -1 holder.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2021 was Bank of America, an estimated $30.8M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2021 was B. Riley Wealth Management, an estimated $9.32M sold.
Based on aggregated 13F filings for Q1 2021.