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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 160162 (+2)

0.07% less ownership

Funds ownership: 69.38%69.3% (-0.07%)

3% less capital invested

Capital invested by funds: $980M → $955M (-$24.9M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$9.92K -$75.2K -800 -88%
SBL
152
Sargent Bickham Lagudis
Colorado
$9.43K -$48.8K -519 -84%
SWM
153
Sanctuary Wealth Management
Idaho
$8.96K +$8.93K +95 New
Allianz Asset Management
154
Allianz Asset Management
Germany
$5.75K -$1.03K -11 -15%
CFGS
155
Concourse Financial Group Securities
Alabama
$4.72K
FFA
156
Farther Finance Advisors
California
$3.02K +$3.01K +32 New
TRCT
157
Tower Research Capital (TRC)
New York
$2K
CAL
158
Capital Analysts LLC
Pennsylvania
$1K
GEA
159
Glen Eagle Advisors
New Jersey
$754
FWM
160
Focused Wealth Management
New York
$377 -$94 -1 -20%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$94 -$188 -2 -67%
WWMSC
162
Wagner Wealth Management (South Carolina)
South Carolina
$82
HIP
163
HUB Investment Partners
Texas
-$11.4M -120,136 Closed
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
-$3.08M -32,487 Closed
CA
165
CGN Advisors
Kansas
-$838K -8,851 Closed
AIP
166
Almanack Investment Partners
Pennsylvania
-$461K -4,860 Closed
AWM
167
AE Wealth Management
Kansas
-$425K -4,485 Closed
SJIA
168
St. James Investment Advisors
New York
-$309K -3,260 Closed
PGFC
169
Peapack-Gladstone Financial Corp
New Jersey
-$251K -2,650 Closed
AWM
170
Axxcess Wealth Management
California
-$234K -2,474 Closed
HCWM
171
Harrison & Co Wealth Management
Virginia
-$224K -2,367 Closed
BS
172
Boenning & Scattergood
Pennsylvania
-$217K -2,290 Closed
EWM
173
Endurance Wealth Management
Rhode Island
-$58K -610 Closed
HI
174
Hudock Inc
Pennsylvania
-$49K -524 Closed
SOS
175
Silver Oak Securities
Tennessee
-$32.8K -350 Closed

LDUR Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2022, worth a combined $955M — down 2.5% from $980M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LDUR positions and 21 closed out — a net gain of 5 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $8.62M. The largest seller was Sequoia Financial Advisors, cutting an estimated $33.2M.

  • 162 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $955M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2022, down 2.5% quarter-over-quarter.
  • 26 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2022 was Renaissance Technologies, an estimated $8.62M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2022 was Sequoia Financial Advisors, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2022.