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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

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: 123 → 126 (+3)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (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
–

Top Buyers

Rank Fund Capital Flow
1
PP
Palladium Partners
Virginia
+$19.4M
2
Morgan Stanley
Morgan Stanley
New York
+$6.38M
3
MOS
MGO One Seven
Ohio
+$4.56M
4
FNC
First National Corp
Massachusetts
+$4.46M
5
AWS
AJ Wealth Strategies
New York
+$4.41M

Top Sellers

Rank Fund Capital Flow
1
HCM
Howland Capital Management
Massachusetts
-$6.02M
2
Jane Street
Jane Street
New York
-$5.83M
3
Wells Fargo
Wells Fargo
California
-$5.49M
4
RCA
Reitz Capital Advisors
Michigan
-$4.75M
5
UBS Group
UBS Group
Switzerland
-$4.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
101
Cetera Advisor Networks
California
$232K +$232K +2,283 New
FAIM
102
Financial Advocates Investment Management
Washington
$204K – – –
IIA
103
IPG Investment Advisors
California
$203K – – –
CIR
104
Clear Investment Research
Georgia
$199K +$7.43K +73 +4%
DWMG
105
DB Wealth Management Group
California
$153K -$191K -1,875 -56%
AAM
106
Advisors Asset Management
Colorado
$121K -$3.46K -34 -3%
SBL
107
Sargent Bickham Lagudis
Colorado
$116K – – –
WTC
108
WhitTier Trust Company
Nevada
$100K – – –
APA
109
American Portfolios Advisors
New York
$96.6K +$96.5K +949 New
FMP
110
Financial Management Professionals
Texas
$83K – – –
BAM
111
Bellevue Asset Management
Washington
$75K +$102 +1 +0.1%
GM
112
GeoWealth Management
Illinois
$73K -$179K -1,757 -71%
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$72K – – –
PG
114
Proffitt & Goodson
Tennessee
$69K – – –
PB
115
Pinnacle Bancorp
Nebraska
$37K – – –
EWM
116
EPG Wealth Management
Georgia
$34K +$33.5K +329 New
WT
117
Whittier Trust
California
$27K – – –
LWM
118
Liberty Wealth Management
California
$24K – – –
BFEC
119
Benjamin F. Edwards & Company
Missouri
$15K – – –
SIC
120
Salem Investment Counselors
North Carolina
$14K +$14.2K +140 New
CHA
121
Carmichael Hill & Associates
Maryland
$8K – – –
S
122
SignatureFD
Georgia
$5K -$11.2K -110 -70%
Barclays
123
Barclays
United Kingdom
$2K – – –
IA
124
IFP Advisors
Florida
$1K – – –
GEA
125
Glen Eagle Advisors
New Jersey
$815 – – –
2 3 4
5
6

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.