PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
153 hedge funds and large institutions have $610M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 69 reducing their positions, and 15 closing their positions.
0.4% less ownership
Funds ownership: 70.22% → 69.82% (-0.4%)
4% less capital invested
Capital invested by funds: $633M → $610M (-$22.8M)
3% less funds holding
Funds holding: 158 → 153 (-5)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
33% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$38.5M |
| 2 |
Morgan Stanley
New York
|
+$4.22M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.16M |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$19.5M |
| 2 |
4WM
49 Wealth Management
Austin,
Texas
|
-$13.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 4 |
Cerity Partners
New York
|
-$4.88M |
| 5 |
VIA
Vickerman Investment Advisors
Spokane,
Washington
|
-$3.82M |
LDUR Hedge Fund Activity: Q2 2024 in Review
153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2024, worth a combined $610M — down 3.6% from $633M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of LDUR and 13 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 46 added.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $38.5M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $19.5M.
- 153 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2024, down from 158 in Q1 2024.
- Funds reported $610M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2024, down 3.6% quarter-over-quarter.
- 13 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2024 and 15 closed out, a net change of -2 holders.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2024 was Advocacy Wealth Management Services, an estimated $38.5M added.
- The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $19.5M sold.
Based on aggregated 13F filings for Q2 2024.