PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
148 hedge funds and large institutions have $717M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 22 closing their positions.
3.1% less ownership
Funds ownership: 71.97% → 68.87% (-3.1%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
7% less funds holding
Funds holding: 159 → 148 (-11)
20% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 61
23% less capital invested
Capital invested by funds: $933M → $717M (-$217M)
45% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.36M |
| 2 |
Jane Street
New York
|
+$3.43M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.96M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.71M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$95.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$38.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.5M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$9.96M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.37M |
LDUR Hedge Fund Activity: Q2 2023 in Review
148 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2023, worth a combined $717M — down 23% from $933M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of LDUR and 12 opened new positions — a net loss of 10 holders — while 61 trimmed existing stakes and 49 added.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $6.36M. The largest seller was Halbert Hargrove Global Advisors, cutting an estimated $95.2M.
- 148 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2023, down from 159 in Q1 2023.
- Funds reported $717M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2023, down 23% quarter-over-quarter.
- 12 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2023 and 22 closed out, a net change of -10 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2023 was CAPTRUST Financial Advisors, an estimated $6.36M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2023 was Halbert Hargrove Global Advisors, an estimated $95.2M sold.
Based on aggregated 13F filings for Q2 2023.