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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
HSWM
126
Hubbell Strickland Wealth Management
Louisiana
$231K -$4.36K -46 -2%
NRI
127
NFP Retirement Inc
California
$227K
CIR
128
Clear Investment Research
Georgia
$224K +$284 +3 +0.1%
CRC
129
Curi RMB Capital
Illinois
$223K +$223K +2,349 New
AA
130
Advisory Alpha
Michigan
$215K -$5.12K -54 -2%
CD
131
Chapin Davis
Maryland
$209K
CCAL
132
City Center Advisors LLC
Michigan
$204K +$204K +2,148 New
HNB
133
Huntington National Bank
Ohio
$182K
HI
134
Harbour Investments
Wisconsin
$136K -$195K -2,060 -59%
NA
135
NewEdge Advisors
Louisiana
$131K +$60.6K +639 +86%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$117K +$117K +1,229 New
AWM
137
Avior Wealth Management
Nebraska
$114K +$48.4K +510 +73%
PTC
138
Private Trust Company
Ohio
$107K +$40.2K +424 +60%
CB
139
Community Bank
New York
$94.9K
FMP
140
Financial Management Professionals
Texas
$77K
SPIA
141
Steward Partners Investment Advisory
New York
$71.1K
PA
142
Parallel Advisors
California
$68.2K
FFWM
143
Future Financial Wealth Management
Ohio
$59.8K +$59.7K +630 New
PS
144
Principal Securities
Iowa
$54.9K -$19.9K -210 -27%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$52K -$91.1K -961 -64%
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$28.5K -$3.98K -42 -12%
BFEC
147
Benjamin F. Edwards & Company
Missouri
$26K +$1.99K +21 +8%
CA
148
Continuum Advisory
Idaho
$24.7K +$24.8K +262 New
AF
149
Allworth Financial
California
$13.6K +$13.6K +143 New
S
150
SignatureFD
Georgia
$9.98K -$3.89K -41 -28%

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.