PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
153 hedge funds and large institutions have $725M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
5.73% more ownership
Funds ownership: 68.99% → 74.72% (+5.7%)
3% more funds holding
Funds holding: 149 → 153 (+4)
1% more capital invested
Capital invested by funds: $717M → $725M (+$8.29M)
7% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 59
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$25.7M |
| 2 |
Jane Street
New York
|
+$24.3M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$13.2M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$5.24M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$13M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$12.6M |
| 3 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$10.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.33M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$4.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
151
Focused Wealth Management
Newburgh,
New York
| $281 | -$94 | -1 | -25% |
|
152
Fidelity Investments
Boston,
Massachusetts
| $281 | +$281 | +3 | New |
|
|
WWMSC
153
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $83 | – | – | – |
|
|
AC
154
AIFG Consultants
Halfmoon,
New York
| – | -$10.4M | -110,888 | Closed |
|
|
TW
155
TrinityPoint Wealth
Milford,
Connecticut
| – | -$749K | -7,995 | Closed |
|
|
RJA
156
Raymond James & Associates
St Petersburg,
Florida
| – | -$539K | -5,753 | Closed |
|
|
AWS
157
Atria Wealth Solutions
New York
| – | -$420K | -4,482 | Closed |
|
|
USCWA
158
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$412K | -4,400 | Closed |
|
|
CWM
159
Curi Wealth Management
Raleigh,
North Carolina
| – | -$313K | -3,336 | Closed |
|
160
Truist Financial
Charlotte,
North Carolina
| – | -$209K | -2,231 | Closed |
|
|
VAG
161
VisionPoint Advisory Group
Dallas,
Texas
| – | -$10.4K | -111 | Closed |
|
LDUR Hedge Fund Activity: Q3 2023 in Review
153 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2023, worth a combined $725M — up 1.2% from $717M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LDUR positions and 8 closed out — a net gain of 6 holders — while 55 added to existing stakes and 59 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $25.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13M.
- 153 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2023, up from 149 in Q2 2023.
- Funds reported $725M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
- 14 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2023 and 8 closed out, a net change of +6 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2023 was Advocacy Wealth Management Services, an estimated $25.7M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $13M sold.
Based on aggregated 13F filings for Q3 2023.