We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

158 hedge funds and large institutions have $660M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 48

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $647M → $660M (+$13.2M)

0% more funds holding

Funds holding: 158 → 158 (0)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.23% less ownership

Funds ownership: 76.48% → 76.25% (-0.23%)

Holders
158
Holders Change
–
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
25
Increased
70
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$17.2M
2
LPL Financial
LPL Financial
California
+$11.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$7.19M
4
AIM
Astor Investment Management
Illinois
+$7.06M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.69M

Top Sellers

Rank Fund Capital Flow
1
AWMS
Advocacy Wealth Management Services
Georgia
-$39.1M
2
HighTower Advisors
HighTower Advisors
Illinois
-$9.24M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$8.53M
4
VIA
Vickerman Investment Advisors
Washington
-$8.36M
5
IAA
Independent Advisor Alliance
North Carolina
-$6.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
26
Valley National Advisers
Pennsylvania
$4.46M +$353K +3,699 +9%
EFS
27
Essex Financial Services
Connecticut
$4.2M +$971K +10,166 +30%
SFM
28
Signet Financial Management
New Jersey
$4.13M -$344K -3,604 -8%
SW
29
SkyOak Wealth
Michigan
$4.08M +$496K +5,195 +14%
Mariner
30
Mariner
Kansas
$3.94M +$1.38M +14,496 +55%
AC
31
AIFG Consultants
New York
$3.93M -$156K -1,638 -4%
TCFP
32
Treasure Coast Financial Planning
Florida
$3.91M -$22.3K -233 -0.6%
Brown Advisory
33
Brown Advisory
Maryland
$3.78M +$519K +5,438 +16%
IA
34
IFP Advisors
Florida
$2.99M +$60.5K +633 +2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.98M -$44.5K -466 -1%
SRC
36
Sage Rhino Capital
California
$2.76M +$20.6K +216 +0.8%
CCFM
37
Clear Creek Financial Management
Washington
$2.73M -$184K -1,928 -6%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.71M +$647K +6,771 +32%
RA
39
RFG Advisory
Alabama
$2.64M +$167K +1,747 +7%
BWMG
40
Barnes Wealth Management Group
California
$2.56M +$174K +1,819 +7%
AI
41
Atria Investments
North Carolina
$2.46M +$2.45M +25,670 New
PA
42
PFG Advisors
Arizona
$2.46M +$126K +1,323 +5%
PFG
43
PAX Financial Group
Texas
$2.35M +$28.8K +301 +1%
IWC
44
Integrated Wealth Concepts
Massachusetts
$2.35M -$8.53M -89,331 -78%
APW
45
Austin Private Wealth
Texas
$2.32M -$3.17M -33,166 -58%
MOS
46
MGO One Seven
Ohio
$2.31M -$202K -2,115 -8%
Raymond James Financial
47
Raymond James Financial
Florida
$2.31M +$94.1K +985 +4%
NA
48
NewEdge Advisors
Louisiana
$2.29M -$5.35K -56 -0.2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.21M -$148K -1,549 -6%
PP
50
Patten & Patten
Tennessee
$2.08M -$151K -1,576 -7%
1
2
3 4 5

LDUR Hedge Fund Activity: Q1 2025 in Review

158 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q1 2025, worth a combined $660M — up 2% from $647M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LDUR positions and 19 closed out — a net gain of 6 holders — while 70 added to existing stakes and 48 trimmed.

The largest buyer was Wells Fargo, adding an estimated $17.2M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $39.1M.

  • 158 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $660M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q1 2025, up 2% quarter-over-quarter.
  • 25 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q1 2025 and 19 closed out, a net change of +6 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q1 2025 was Wells Fargo, an estimated $17.2M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q1 2025 was Advocacy Wealth Management Services, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2025.