We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

38 hedge funds and large institutions have $73.4M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

23% more funds holding

Funds holding: 3138 (+7)

22% more capital invested

Capital invested by funds: $60.3M → $73.4M (+$13M)

3.61% less ownership

Funds ownership: 52.35%48.74% (-3.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15M
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$14.6M -$441K -4,368 -3%
HCM
3
Howland Capital Management
Massachusetts
$5.97M +$2.59M +25,635 +76%
Morgan Stanley
4
Morgan Stanley
New York
$5.21M +$1.48M +14,644 +39%
SEIA
5
Signature Estate & Investment Advisors
California
$5.21M +$5.24M +51,934 New
CHA
6
Cedar Hill Associates
Illinois
$4.42M -$613K -6,080 -12%
UBS Group
7
UBS Group
Switzerland
$4.19M +$2.56M +25,355 +155%
BRF
8
B. Riley Financial
California
$2.99M +$810K +8,026 +37%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.2M +$432K +4,280 +24%
VF
10
Virtu Financial
New York
$2.01M -$264K -2,616 -12%
Jane Street
11
Jane Street
New York
$1.67M +$1.25M +12,427 +294%
LPL Financial
12
LPL Financial
California
$1.65M -$22.7K -225 -1%
Wells Fargo
13
Wells Fargo
California
$1.59M -$2.62K -26 -0.2%
Bank of America
14
Bank of America
North Carolina
$1.45M -$427K -4,230 -23%
CWM
15
Cedar Wealth Management
California
$1.43M -$128K -1,268 -8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$793K +$798K +7,906 New
CAL
17
Capital Advisors Ltd
Ohio
$787K +$30.4K +301 +4%
FAAS
18
First Allied Advisory Services
California
$636K +$104K +1,030 +19%
CIR
19
Clear Investment Research
Georgia
$307K +$25.9K +257 +9%
CWM
20
Cornerstone Wealth Management
Missouri
$280K +$281K +2,784 New
MCM
21
Mainstay Capital Management
Michigan
$258K +$259K +2,571 New
AA
22
Ancora Advisors
Ohio
$201K
JP Morgan Chase
23
JP Morgan Chase
New York
$116K
AG
24
Advisor Group
Arizona
$111K
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$65K -$15.1K -150 -19%

LDUR Hedge Fund Activity: Q4 2017 in Review

38 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2017, worth a combined $73.4M — up 22% from $60.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LDUR positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $5.24M. The largest seller was Cedar Hill Associates, cutting an estimated $613K.

  • 38 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2017, up from 31 in Q3 2017.
  • Funds reported $73.4M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2017, up 22% quarter-over-quarter.
  • 9 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2017 was Signature Estate & Investment Advisors, an estimated $5.24M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2017 was Cedar Hill Associates, an estimated $613K sold.

Based on aggregated 13F filings for Q4 2017.