PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
144 hedge funds and large institutions have $764M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
58% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 36
19% more capital invested
Capital invested by funds: $643M → $764M (+$121M)
14% more funds holding
Funds holding: 126 → 144 (+18)
9.9% more ownership
Funds ownership: 53.87% → 63.77% (+9.9%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$45.7M |
| 2 |
Morgan Stanley
New York
|
+$7.58M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.56M |
| 5 |
RCA
Reitz Capital Advisors
Freeland,
Michigan
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$20.9M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.75M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.34M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.15M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
151
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$14K | -140 | Closed |
|
152
Barclays
London,
United Kingdom
| – | -$2K | -21 | Closed |
|
|
LAS
153
Lloyd Advisory Services
Suwanee,
Georgia
| – | +$304 | +3 | New |
|
LDUR Hedge Fund Activity: Q4 2021 in Review
144 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2021, worth a combined $764M — up 19% from $643M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LDUR positions and 10 closed out — a net gain of 20 holders — while 57 added to existing stakes and 36 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $45.7M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $20.9M sold.
- 144 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2021, up from 126 in Q3 2021.
- Funds reported $764M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2021, up 19% quarter-over-quarter.
- 30 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2021 and 10 closed out, a net change of +20 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2021 was HighTower Advisors, an estimated $45.7M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2021 was Tobias Financial Advisors, an estimated $20.9M sold.
Based on aggregated 13F filings for Q4 2021.