PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
159 hedge funds and large institutions have $933M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 63 reducing their positions, and 15 closing their positions.
2.66% more ownership
Funds ownership: 69.3% → 71.97% (+2.7%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
2% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 63
2% less capital invested
Capital invested by funds: $955M → $933M (-$22.2M)
2% less funds holding
Funds holding: 162 → 159 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$12.6M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$5.36M |
| 3 |
Jane Street
New York
|
+$4.62M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.21M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.8M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.52M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.5M |
LDUR Hedge Fund Activity: Q1 2023 in Review
159 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2023, worth a combined $933M — down 2.3% from $955M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LDUR positions and 15 closed out — a net gain of 1 holder — while 62 added to existing stakes and 63 trimmed.
The largest buyer was Elwood & Goetz Wealth Advisory Group, adding an estimated $12.6M. The largest seller was Morgan Stanley, cutting an estimated $14.8M.
- 159 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2023, down from 162 in Q4 2022.
- Funds reported $933M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2023, down 2.3% quarter-over-quarter.
- 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2023 and 15 closed out, a net change of +1 holder.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2023 was Elwood & Goetz Wealth Advisory Group, an estimated $12.6M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2023 was Morgan Stanley, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2023.