PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
160 hedge funds and large institutions have $698M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
5% more funds holding
Funds holding: 152 → 160 (+8)
0.58% less ownership
Funds ownership: 73.26% → 72.68% (-0.58%)
4% less capital invested
Capital invested by funds: $724M → $698M (-$25.4M)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
25% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24.9M |
| 2 |
VIA
Vickerman Investment Advisors
Spokane,
Washington
|
+$13.2M |
| 3 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$10.6M |
| 4 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$7.62M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$31.5M |
| 2 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$23.5M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$22.1M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.94M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$5.52M |
LDUR Hedge Fund Activity: Q4 2023 in Review
160 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2023, worth a combined $698M — down 3.5% from $724M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LDUR positions and 9 closed out — a net gain of 9 holders — while 51 added to existing stakes and 68 trimmed.
The largest buyer was LPL Financial, adding an estimated $24.9M. The largest seller was Jane Street, cutting an estimated $31.5M.
- 160 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2023, up from 152 in Q3 2023.
- Funds reported $698M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2023, down 3.5% quarter-over-quarter.
- 18 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2023 was LPL Financial, an estimated $24.9M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2023 was Jane Street, an estimated $31.5M sold.
Based on aggregated 13F filings for Q4 2023.