We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

40 hedge funds and large institutions have $84.1M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $73.4M → $84.1M (+$10.8M)

6.63% more ownership

Funds ownership: 48.74%55.37% (+6.6%)

5% more funds holding

Funds holding: 3840 (+2)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
19
Reduced
6
Closed
4
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
$14.7M +$169K +1,690 +1%
Morgan Stanley
3
Morgan Stanley
New York
$8.35M +$3.16M +31,624 +61%
HCM
4
Howland Capital Management
Massachusetts
$6.74M +$798K +7,980 +13%
CHA
5
Cedar Hill Associates
Illinois
$6.19M +$1.79M +17,853 +41%
RCAG
6
Rehmann Capital Advisory Group
Michigan
$4.84M +$4.84M +48,417 New
UBS Group
7
UBS Group
Switzerland
$4.02M -$150K -1,501 -4%
Jane Street
8
Jane Street
New York
$3.16M +$1.5M +14,959 +90%
BRF
9
B. Riley Financial
California
$3.02M +$35.9K +359 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.66M +$468K +4,676 +21%
Wells Fargo
11
Wells Fargo
California
$2.16M +$574K +5,741 +36%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.77M +$983K +9,828 +124%
Bank of America
13
Bank of America
North Carolina
$1.69M +$254K +2,544 +18%
LPL Financial
14
LPL Financial
California
$1.68M +$31K +310 +2%
CWM
15
Cedar Wealth Management
California
$1.52M +$94.2K +942 +7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.44M +$1.44M +14,385 New
AG
17
Advisor Group
Arizona
$1.2M +$1.09M +10,920 +986%
CAL
18
Capital Advisors Ltd
Ohio
$881K +$97K +970 +12%
FAAS
19
First Allied Advisory Services
California
$836K +$204K +2,040 +32%
PAG
20
Private Advisor Group
New Jersey
$410K +$411K +4,106 New
CIR
21
Clear Investment Research
Georgia
$376K +$70.5K +705 +23%
VF
22
Virtu Financial
New York
$276K -$1.72M -17,242 -86%
CWM
23
Cornerstone Wealth Management
Missouri
$271K -$5.3K -53 -2%
MCM
24
Mainstay Capital Management
Michigan
$259K +$2.9K +29 +1%
GIP
25
Greatmark Investment Partners
Georgia
$214K +$214K +2,140 New

LDUR Hedge Fund Activity: Q1 2018 in Review

40 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2018, worth a combined $84.1M — up 15% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LDUR positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 6 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $4.84M. The largest seller was Signature Estate & Investment Advisors, exiting entirely with an estimated $5.21M sold.

  • 40 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2018, up from 38 in Q4 2017.
  • Funds reported $84.1M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2018, up 15% quarter-over-quarter.
  • 6 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2018 and 4 closed out, a net change of +2 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2018 was Rehmann Capital Advisory Group, an estimated $4.84M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2018 was Signature Estate & Investment Advisors, an estimated $5.21M sold.

Based on aggregated 13F filings for Q1 2018.