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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

158 hedge funds and large institutions have $633M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

8% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 62

1% less funds holding

Funds holding: 160158 (-2)

7.26% less ownership

Funds ownership: 77.48%70.22% (-7.3%)

13% less capital invested

Capital invested by funds: $731M → $633M (-$98.2M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
2.28%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
16
Increased
57
Reduced
62
Closed
16
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
$93.6M -$10.1M -106,356 -10%
Bank of America
2
Bank of America
North Carolina
$47.6M -$3.53M -37,244 -7%
TCM
3
TD Capital Management
Tennessee
$38.4M +$3.86M +40,724 +11%
AWMS
4
Advocacy Wealth Management Services
Georgia
$36.7M +$2.96M +31,169 +9%
Morgan Stanley
5
Morgan Stanley
New York
$30.5M -$32.7M -344,417 -52%
HighTower Advisors
6
HighTower Advisors
Illinois
$22.1M +$2.53M +26,681 +13%
LPL Financial
7
LPL Financial
California
$20.2M -$20.5M -216,226 -50%
EGWAG
8
Elwood & Goetz Wealth Advisory Group
Georgia
$19.8M -$24.2M -255,016 -55%
UBS Group
9
UBS Group
Switzerland
$18.9M +$1.66M +17,485 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.5M -$866K -9,128 -4%
4WM
11
49 Wealth Management
Texas
$18.5M +$2.31M +24,403 +14%
OCFG
12
O'Connor Financial Group
Illinois
$17.3M +$891K +9,400 +5%
VIA
13
Vickerman Investment Advisors
Washington
$13.5M +$150K +1,587 +1%
AFS
14
Access Financial Services
Minnesota
$12.9M -$604K -6,372 -4%
IWC
15
Integrated Wealth Concepts
Massachusetts
$12.4M +$983K +10,362 +9%
DAS
16
Dynamic Advisor Solutions
Arizona
$12.4M +$833K +8,789 +7%
OIA
17
OneDigital Investment Advisors
Kansas
$10.2M +$940K +9,917 +10%
HCM
18
Howland Capital Management
Massachusetts
$8.91M -$1.04M -11,002 -10%
Wells Fargo
19
Wells Fargo
California
$7.6M +$59.3K +625 +0.8%
Renaissance Technologies
20
Renaissance Technologies
New York
$7.58M +$3.25M +34,305 +75%
VNA
21
Valley National Advisers
Pennsylvania
$6.96M +$388K +4,095 +6%
APW
22
Austin Private Wealth
Texas
$6.17M -$697K -7,355 -10%
Osaic Holdings
23
Osaic Holdings
Arizona
$5.76M -$2.13M -22,499 -27%
Citadel Advisors
24
Citadel Advisors
Florida
$5.42M +$4.98M +52,505 +1,123%
Cerity Partners
25
Cerity Partners
New York
$4.88M -$10.8M -114,321 -69%

LDUR Hedge Fund Activity: Q1 2024 in Review

158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2024, worth a combined $633M — down 13% from $731M a quarter earlier.

Fund positioning in LDUR was balanced in Q1 2024: 16 funds opened new positions, 16 closed out, 57 added to existing stakes and 62 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.98M. The largest seller was Morgan Stanley, cutting an estimated $32.7M.

  • 158 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2024, down from 160 in Q4 2023.
  • Funds reported $633M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 16 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2024 and 16 closed out, a net change of 0 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2024 was Citadel Advisors, an estimated $4.98M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2024 was Morgan Stanley, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2024.