PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
152 hedge funds and large institutions have $724M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
4.4% more ownership
Funds ownership: 68.87% → 73.26% (+4.4%)
3% more funds holding
Funds holding: 148 → 152 (+4)
1% more capital invested
Capital invested by funds: $717M → $724M (+$7.28M)
8% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 59
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$25.7M |
| 2 |
Jane Street
New York
|
+$24.3M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$5.24M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.78M |
| 5 |
JP Morgan Chase
New York
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$13M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$12.6M |
| 3 |
AC
AIFG Consultants
Halfmoon,
New York
|
-$10.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.33M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$4.32M |
LDUR Hedge Fund Activity: Q3 2023 in Review
152 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2023, worth a combined $724M — up 1% from $717M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LDUR positions and 8 closed out — a net gain of 6 holders — while 54 added to existing stakes and 59 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $25.7M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $13M.
- 152 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2023, up from 148 in Q2 2023.
- Funds reported $724M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2023, up 1% quarter-over-quarter.
- 14 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2023 and 8 closed out, a net change of +6 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2023 was Advocacy Wealth Management Services, an estimated $25.7M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $13M sold.
Based on aggregated 13F filings for Q3 2023.