We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

149 hedge funds and large institutions have $604M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.54% more ownership

Funds ownership: 69.82%70.37% (+0.54%)

1% less capital invested

Capital invested by funds: $610M → $604M (-$5.83M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

9% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 58

3% less funds holding

Funds holding: 153149 (-4)

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
53
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$157K +$19.9K +209 +15%
CFB
127
Cullen/Frost Bankers
Texas
$136K +$136K +1,421 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$112K +$111K +1,164 New
CB
129
Community Bank
New York
$96K
FGC
130
Financial Gravity Companies
Texas
$92.6K +$92K +965 New
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$92.5K +$39.6K +415 +76%
AWM
132
Avior Wealth Management
Nebraska
$91.3K -$24.3K -255 -21%
AssetMark Inc
133
AssetMark Inc
California
$81.9K -$22.7K -238 -22%
FMP
134
Financial Management Professionals
Texas
$78K
PA
135
Parallel Advisors
California
$69K
TWC
136
TD Waterhouse Canada
Ontario, Canada
$58.3K -$49.8K -522 -46%
PS
137
Principal Securities
Iowa
$56.9K +$1.33K +14 +2%
GRP
138
Global Retirement Partners
California
$31.5K +$31.3K +328 New
FFWM
139
Future Financial Wealth Management
Ohio
$28.8K +$28.6K +300 New
KFI
140
Key Financial Inc
Pennsylvania
$28.5K +$28.3K +297 New
HGERS
141
Householder Group Estate & Retirement Specialist
Arizona
$28K
CA
142
Continuum Advisory
Idaho
$24.9K
NP
143
NorthRock Partners
Minnesota
$17.5K +$12.2K +128 +237%
BWP
144
Baldwin Wealth Partners
Massachusetts
$10.2K +$10.1K +106 New
Allianz Asset Management
145
Allianz Asset Management
Germany
$5.66K -$763 -8 -12%
TRCT
146
Tower Research Capital (TRC)
New York
$2.4K
CAL
147
Capital Analysts LLC
Pennsylvania
$1K
AF
148
Advisornet Financial
Minnesota
$768
GEA
149
Glen Eagle Advisors
New Jersey
$768
WWMSC
150
Wagner Wealth Management (South Carolina)
South Carolina
$90

LDUR Hedge Fund Activity: Q3 2024 in Review

149 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2024, worth a combined $604M — down 0.96% from $610M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LDUR and 16 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 53 added.

The largest buyer was Trek Financial, opening a new position worth an estimated $2.67M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $7.03M sold.

  • 149 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2024, down from 153 in Q2 2024.
  • Funds reported $604M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2024, down 0.96% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2024 and 17 closed out, a net change of -1 holder.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2024 was Trek Financial, an estimated $2.67M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2024 was Renaissance Technologies, an estimated $7.03M sold.

Based on aggregated 13F filings for Q3 2024.