PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
123 hedge funds and large institutions have $650M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
31% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 35
13% more funds holding
Funds holding: 109 → 123 (+14)
9% more capital invested
Capital invested by funds: $597M → $650M (+$53.1M)
0.51% less ownership
Funds ownership: 58.05% → 57.54% (-0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.9M |
| 3 |
SW
StrongBox Wealth
Lee's Summit,
Missouri
|
+$5.11M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$3.86M |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.4M |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$4.75M |
| 3 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
-$4.7M |
| 4 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$3.89M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DACG
126
Donor Advised Charitable Giving
San Francisco,
California
| – | -$334K | -3,273 | Closed |
|
|
H
127
HoyleCohen
San Diego,
California
| – | -$329K | -3,230 | Closed |
|
|
IAIM
128
International Assets Investment Management
Orlando,
Florida
| – | -$194K | -1,900 | Closed |
|
|
RWB
129
RMR Wealth Builders
Montclair,
New Jersey
| – | -$76K | -744 | Closed |
|
|
VBCG
130
Valley Brook Capital Group
Venetia,
Pennsylvania
| – | -$50K | -500 | Closed |
|
131
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$50K | -489 | Closed |
|
LDUR Hedge Fund Activity: Q2 2021 in Review
123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2021, worth a combined $650M — up 8.9% from $597M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new LDUR positions and 8 closed out — a net gain of 15 holders — while 46 added to existing stakes and 35 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $27.6M. The largest seller was Wells Fargo, cutting an estimated $11.4M.
- 123 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2021, up from 109 in Q1 2021.
- Funds reported $650M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2021, up 8.9% quarter-over-quarter.
- 23 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2021 and 8 closed out, a net change of +15 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2021 was Envestnet Asset Management, an estimated $27.6M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2021 was Wells Fargo, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2021.