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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

192 hedge funds and large institutions have $1.17B invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

105% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 43

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

23% more capital invested

Capital invested by funds: $955M → $1.17B (+$218M)

16% more funds holding

Funds holding: 165192 (+27)

3.23% more ownership

Funds ownership: 80.4%83.63% (+3.2%)

Holders
192
Holders Change
+27
Holders Change %
+16.36%
% of All Funds
2.36%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
44
Increased
88
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$8.23M +$8.25M +85,941 New
TCFP
27
Treasure Coast Financial Planning
Florida
$7.74M +$3.44M +35,795 +80%
ETC
28
Exchange Traded Concepts
Oklahoma
$7.64M +$7.66M +79,785 New
HOWA
29
Heritage Oak Wealth Advisors
Florida
$7.24M +$7.25M +75,552 New
HCM
30
Howland Capital Management
Massachusetts
$6.75M +$237K +2,474 +4%
DAS
31
Dynamic Advisor Solutions
Arizona
$6.72M +$222K +2,308 +3%
Raymond James Financial
32
Raymond James Financial
Florida
$6.54M +$1.22M +12,673 +23%
CWM
33
CarsonAllaria Wealth Management
Illinois
$6.4M +$400K +4,170 +7%
VNA
34
Valley National Advisers
Pennsylvania
$6.06M +$335K +3,489 +6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$5.25M +$1.16M +12,048 +28%
Osaic Holdings
36
Osaic Holdings
Arizona
$5.18M +$611K +6,367 +13%
BI
37
Beckerman Institutional
New Jersey
$5.16M -$101K -1,056 -2%
EFS
38
Essex Financial Services
Connecticut
$5.08M +$377K +3,930 +8%
WAOI
39
Wealth Advisors of Iowa
Iowa
$4.75M +$3.14M +32,716 +194%
SW
40
SkyOak Wealth
Michigan
$4.6M +$472K +4,921 +11%
MWM
41
Maimon Wealth Management
Israel
$4.43M +$356K +3,710 +9%
LCGC
42
Legacy Capital Group California
California
$4.17M -$209K -2,180 -5%
IA
43
IFP Advisors
Florida
$4.1M +$1.02M +10,594 +33%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.55M -$459K -4,783 -11%
CW
45
CreativeOne Wealth
Kansas
$3.38M +$351K +3,661 +12%
NA
46
NewEdge Advisors
Louisiana
$2.93M +$323K +3,367 +12%
SRC
47
Sage Rhino Capital
California
$2.84M +$297K +3,090 +12%
BWMG
48
Barnes Wealth Management Group
California
$2.78M +$44K +458 +2%
GVCM
49
Global View Capital Management
Wisconsin
$2.58M +$2.58M +26,912 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$2.52M -$85.9K -895 -3%

LDUR Hedge Fund Activity: Q1 2026 in Review

192 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2026, worth a combined $1.17B — up 23% from $955M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LDUR positions and 13 closed out — a net gain of 31 holders — while 88 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $40M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $8.35M.

  • 192 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2026, up from 165 in Q4 2025.
  • Funds reported $1.17B of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2026, up 23% quarter-over-quarter.
  • 44 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2026 and 13 closed out, a net change of +31 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2026 was LPL Financial, an estimated $40M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $8.35M sold.

Based on aggregated 13F filings for Q1 2026.