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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
TWC
101
TD Waterhouse Canada
Ontario, Canada
$560K -$138K -1,465 -20%
FCA
102
FinTrust Capital Advisors
South Carolina
$558K -$133K -1,414 -19%
ACP
103
Aviance Capital Partners
Florida
$558K -$130K -1,378 -19%
PD
104
Planning Directions
Pennsylvania
$557K +$3.85K +41 +0.7%
CA
105
Cetera Advisors
Colorado
$539K +$92.1K +980 +21%
DWP
106
Daymark Wealth Partners
Ohio
$537K +$536K +5,700 New
SFC
107
SYM Financial Corp
Indiana
$535K -$146K -1,555 -22%
MFA
108
Mayflower Financial Advisors
Massachusetts
$517K -$41.1K -437 -7%
CTFG
109
Capstone Triton Financial Group
Oklahoma
$474K
AA
110
Advisory Alpha
Michigan
$470K -$114K -1,216 -20%
KF
111
Krilogy Financial
Missouri
$465K +$1.79K +19 +0.4%
GWM
112
Geneos Wealth Management
Colorado
$431K +$77.3K +822 +22%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$408K +$54.5K +580 +15%
AAS
114
Asset Allocation Strategies
Michigan
$407K +$406K +4,320 New
RVPG
115
Relative Value Partners Group
$402K
Citigroup
116
Citigroup
New York
$391K +$181K +1,931 +87%
AC
117
Addison Capital
Pennsylvania
$382K
GM
118
GeoWealth Management
Illinois
$376K +$42.1K +448 +13%
Corient Private Wealth
119
Corient Private Wealth
Florida
$374K +$373K +3,973 New
HT
120
Heritage Trust
Oklahoma
$373K
PA
121
Parallel Advisors
California
$367K -$235K -2,503 -39%
MAG
122
Mayfair Advisory Group
Alabama
$367K +$35.8K +381 +11%
FFWM
123
Future Financial Wealth Management
Ohio
$357K +$109K +1,160 +44%
AF
124
Advisornet Financial
Minnesota
$333K -$69K -734 -17%
MIC
125
Means Investment Company
Maine
$321K +$320K +3,408 New

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.