PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
160 hedge funds and large institutions have $731M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
5% more funds holding
Funds holding: 153 → 160 (+7)
2.76% more ownership
Funds ownership: 74.72% → 77.48% (+2.8%)
1% more capital invested
Capital invested by funds: $725M → $731M (+$6.14M)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
24% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$24.9M |
| 3 |
VIA
Vickerman Investment Advisors
Spokane,
Washington
|
+$13.2M |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$10.6M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$7.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$31.5M |
| 2 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$23.5M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$22.1M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.94M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$5.52M |
LDUR Hedge Fund Activity: Q4 2023 in Review
160 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2023, worth a combined $731M — up 0.85% from $725M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LDUR positions and 9 closed out — a net gain of 8 holders — while 52 added to existing stakes and 68 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was Jane Street, cutting an estimated $31.5M.
- 160 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2023, up from 153 in Q3 2023.
- Funds reported $731M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2023, up 0.85% quarter-over-quarter.
- 17 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2023 and 9 closed out, a net change of +8 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2023 was Morgan Stanley, an estimated $32.9M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2023 was Jane Street, an estimated $31.5M sold.
Based on aggregated 13F filings for Q4 2023.