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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

158 hedge funds and large institutions have $647M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

7% more capital invested

Capital invested by funds: $604M → $647M (+$42.9M)

6.11% more ownership

Funds ownership: 70.37% → 76.48% (+6.1%)

6% more funds holding

Funds holding: 149 → 158 (+9)

29% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 63

Holders
158
Holders Change
+9
Holders Change %
+6.04%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
27
Increased
45
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14.8M
3
IAA
Independent Advisor Alliance
North Carolina
+$6.68M
4
AC
AIFG Consultants
New York
+$4.05M
5
LPL Financial
LPL Financial
California
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.42M
2
TCM
TD Capital Management
Tennessee
-$3.09M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.85M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
CarsonAllaria Wealth Management
Illinois
$4.35M +$277K +2,910 +7%
VNA
27
Valley National Advisers
Pennsylvania
$4.07M -$37.8K -397 -0.9%
AC
28
AIFG Consultants
New York
$4.04M +$4.05M +42,567 New
TCFP
29
Treasure Coast Financial Planning
Florida
$3.89M -$557K -5,849 -13%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.88M -$86.9K -913 -2%
SW
31
SkyOak Wealth
Michigan
$3.54M -$534K -5,611 -13%
4WM
32
49 Wealth Management
Texas
$3.25M -$543K -5,707 -14%
Brown Advisory
33
Brown Advisory
Maryland
$3.23M +$190K +1,993 +6%
EFS
34
Essex Financial Services
Connecticut
$3.19M +$292K +3,068 +10%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.99M -$124K -1,302 -4%
IA
36
IFP Advisors
Florida
$2.9M -$21.8K -229 -0.7%
CCFM
37
Clear Creek Financial Management
Washington
$2.89M -$141K -1,479 -5%
SRC
38
Sage Rhino Capital
California
$2.71M -$38K -399 -1%
KW
39
Keyvantage Wealth
Pennsylvania
$2.62M +$2.63M +27,616 New
Mariner
40
Mariner
Kansas
$2.52M +$30.4K +319 +1%
MOS
41
MGO One Seven
Ohio
$2.49M +$237K +2,493 +11%
RA
42
RFG Advisory
Alabama
$2.44M +$101K +1,061 +4%
BWMG
43
Barnes Wealth Management Group
California
$2.36M +$2.37M +24,882 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.34M -$775K -8,144 -25%
PA
45
PFG Advisors
Arizona
$2.31M +$73K +767 +3%
PFG
46
PAX Financial Group
Texas
$2.3M -$105K -1,105 -4%
NA
47
NewEdge Advisors
Louisiana
$2.27M -$61.1K -642 -3%
PP
48
Patten & Patten
Tennessee
$2.21M -$267K -2,808 -11%
Raymond James Financial
49
Raymond James Financial
Florida
$2.19M +$2.2M +23,076 New
GIP
50
Greatmark Investment Partners
Georgia
$2.18M -$65.3K -686 -3%
1
2
3 4 5

LDUR Hedge Fund Activity: Q4 2024 in Review

158 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2024, worth a combined $647M — up 7.1% from $604M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LDUR positions and 14 closed out — a net gain of 13 holders — while 45 added to existing stakes and 63 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $17.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.42M.

  • 158 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2024, up from 149 in Q3 2024.
  • Funds reported $647M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 27 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2024 and 14 closed out, a net change of +13 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $17.3M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2024.