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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$9.96K
RDFA
152
Ritter Daniher Financial Advisory
Ohio
$7.04K -$220K -2,323 -97%
AF
153
Advisornet Financial
Minnesota
$6.95K -$44.7K -471 -87%
Allianz Asset Management
154
Allianz Asset Management
Germany
$6.36K
NP
155
NorthRock Partners
Minnesota
$5.07K +$5.03K +53 New
CFGS
156
Concourse Financial Group Securities
Alabama
$4.27K
TRCT
157
Tower Research Capital (TRC)
New York
$2.37K
CAL
158
Capital Analysts LLC
Pennsylvania
$1K
GEA
159
Glen Eagle Advisors
New Jersey
$759
PWS
160
Precision Wealth Strategies
Missouri
-$2.46M -25,914 Closed
WA
161
Win Advisors
Florida
-$1.39M -14,630 Closed
LCWP
162
Legacy Capital Wealth Partners
Arkansas
-$899K -9,491 Closed
RJFSA
163
Raymond James Financial Services Advisors
Florida
-$330K -3,486 Closed
DWP
164
Daymark Wealth Partners
Ohio
-$272K -2,871 Closed
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
-$267K -2,821 Closed
CIBC World Market
166
CIBC World Market
Ontario, Canada
-$248K -2,612 Closed
TSS
167
Two Sigma Securities
New York
-$210K -2,219 Closed
Jones Financial Companies
168
Jones Financial Companies
Missouri
-$45.8K -483 Closed
NS
169
NBC Securities
Alabama
-$32K -348 Closed
PCM
170
Penserra Capital Management
California
-$7K -78 Closed
SWM
171
Sanctuary Wealth Management
Idaho
-$6.16K -65 Closed
RFG
172
REAP Financial Group
Texas
-$5.12K -54 Closed
Fidelity Investments
173
Fidelity Investments
Massachusetts
-$379 -4 Closed
FWM
174
Focused Wealth Management
New York
-$284 -3 Closed
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
-$85 -1 Closed

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.