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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

158 hedge funds and large institutions have $633M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1% less funds holding

Funds holding: 160158 (-2)

7.26% less ownership

Funds ownership: 77.48%70.22% (-7.3%)

13% less capital invested

Capital invested by funds: $731M → $633M (-$98.2M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.28%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
16
Increased
57
Reduced
62
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
101
Means Investment Company
Maine
$363K +$3.32K +35 +0.9%
SA
102
Skyline Advisors
Washington
$353K +$1.99K +21 +0.6%
SWP
103
Significant Wealth Partners
Illinois
$343K +$343K +3,613 New
GWM
104
Geneos Wealth Management
Colorado
$337K -$24.2K -255 -7%
FFA
105
Farther Finance Advisors
California
$321K +$323K +3,402 New
TFA
106
Tobias Financial Advisors
Florida
$320K -$124K -1,312 -28%
AAS
107
Ameritas Advisory Services
Nebraska
$314K -$3.39M -35,707 -92%
FCA
108
FinTrust Capital Advisors
South Carolina
$291K -$162K -1,711 -36%
BFC
109
Bedel Financial Consulting
Indiana
$288K
CWM
110
Cedar Wealth Management
California
$288K +$3.32K +35 +1%
AWM
111
Axxcess Wealth Management
California
$285K -$454K -4,791 -61%
DT
112
Diversified Trust
Tennessee
$284K +$3.22K +34 +1%
CAAS
113
Capital Asset Advisory Services
Michigan
$281K -$456K -4,811 -62%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$279K
AssetMark Inc
115
AssetMark Inc
California
$277K -$10.9K -115 -4%
AWS
116
Atria Wealth Solutions
New York
$276K +$12.7K +134 +5%
FGAM
117
Financial Gravity Asset Management
Texas
$272K -$14.5M -152,898 -98%
ACP
118
Aviance Capital Partners
Florida
$268K -$18.1K -191 -6%
IWM
119
IHT Wealth Management
Illinois
$266K -$32.5K -343 -11%
IIA
120
IPG Investment Advisors
California
$260K +$260K +2,743 New
CFG
121
Carr Financial Group
Massachusetts
$257K -$75.7K -798 -23%
BPA
122
Beacon Pointe Advisors
California
$247K +$247K +2,606 New
VFG
123
Valley Financial Group
Pennsylvania
$246K -$6.45K -68 -3%
SIA
124
Schechter Investment Advisors
Michigan
$240K +$10.2K +108 +4%
AAS
125
Asset Allocation Strategies
Michigan
$234K +$11.2K +118 +5%

LDUR Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2024, worth a combined $633M — down 13% from $731M a quarter earlier.

Fund positioning in LDUR was balanced in Q1 2024: 16 funds opened new positions, 16 closed out, 57 added to existing stakes and 62 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $32.7M.

  • 158 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2024, down from 160 in Q4 2023.
  • Funds reported $633M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2024 and 16 closed out, a net change of 0 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2024 was Citadel Advisors, an estimated $4.98M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.