PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
24 hedge funds and large institutions have $42.1M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
36% more capital invested
Capital invested by funds: $31M → $42.1M (+$11.1M)
14% more funds holding
Funds holding: 21 → 24 (+3)
8.02% more ownership
Funds ownership: 53.2% → 61.22% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$3.51M |
| 2 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
+$3.13M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$2.85M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.12M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$1M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$250K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$89.8K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$84.6K |
| 5 |
Morgan Stanley
New York
|
-$10.1K |
LDUR Hedge Fund Activity: Q3 2016 in Review
24 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2016, worth a combined $42.1M — up 36% from $31M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LDUR positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Howland Capital Management, opening a new position worth an estimated $3.51M. The largest seller was O'Brien Wealth Partners, cutting an estimated $1M.
- 24 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2016, up from 21 in Q2 2016.
- Funds reported $42.1M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2016, up 36% quarter-over-quarter.
- 4 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2016 and 1 closed out, a net change of +3 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2016 was Howland Capital Management, an estimated $3.51M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2016 was O'Brien Wealth Partners, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2016.