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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

162 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 160162 (+2)

0.07% less ownership

Funds ownership: 69.38%69.3% (-0.07%)

3% less capital invested

Capital invested by funds: $980M → $955M (-$24.9M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.6%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
26
Increased
53
Reduced
64
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$136M -$15.5M -164,950 -10%
HHGA
2
Halbert Hargrove Global Advisors
California
$108M -$12.1M -128,392 -10%
Bank of America
3
Bank of America
North Carolina
$66.1M -$3.6M -38,353 -5%
Morgan Stanley
4
Morgan Stanley
New York
$51.1M +$2.92M +31,065 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$44.8M -$4.33M -46,043 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.9M -$1.12M -11,877 -3%
TCM
7
TD Capital Management
Tennessee
$31.4M +$5.56M +59,150 +22%
UBS Group
8
UBS Group
Switzerland
$31.1M +$5.78M +61,444 +23%
EGWAG
9
Elwood & Goetz Wealth Advisory Group
Georgia
$30M +$170K +1,810 +0.6%
HighTower Advisors
10
HighTower Advisors
Illinois
$28.6M -$14.7M -156,688 -34%
TFA
11
Tobias Financial Advisors
Florida
$20.4M +$1.92M +20,467 +10%
KCM
12
Kathmere Capital Management
Pennsylvania
$18.3M +$511K +5,436 +3%
SFA
13
Sequoia Financial Advisors
Ohio
$17.2M -$33.2M -352,927 -66%
Cerity Partners
14
Cerity Partners
New York
$17.2M +$1.69M +18,005 +11%
LPL Financial
15
LPL Financial
California
$16.4M +$3.41M +36,273 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.3M +$2.62M +27,922 +19%
HCM
17
Howland Capital Management
Massachusetts
$15.8M -$3.12M -33,158 -17%
AFS
18
Access Financial Services
Minnesota
$15.7M -$784K -8,345 -5%
TCFP
19
Treasure Coast Financial Planning
Florida
$11.2M -$898K -9,553 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$11.1M +$2.47M +26,234 +29%
BWA
21
Boulder Wealth Advisors
Colorado
$9.95M +$9.92M +105,574 New
Renaissance Technologies
22
Renaissance Technologies
New York
$8.94M +$8.62M +91,681 +2,865%
MOS
23
MGO One Seven
Ohio
$8M -$1.24M -13,225 -13%
AC
24
AIFG Consultants
New York
$7.59M +$7.57M +80,536 New
Wells Fargo
25
Wells Fargo
California
$7.53M -$6.84M -72,812 -48%

LDUR Hedge Fund Activity: Q4 2022 in Review

162 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2022, worth a combined $955M — down 2.5% from $980M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LDUR positions and 21 closed out — a net gain of 5 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $8.62M. The largest seller was Sequoia Financial Advisors, cutting an estimated $33.2M.

  • 162 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2022, up from 160 in Q3 2022.
  • Funds reported $955M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2022, down 2.5% quarter-over-quarter.
  • 26 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2022 and 21 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2022 was Renaissance Technologies, an estimated $8.62M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2022 was Sequoia Financial Advisors, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2022.