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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

159 hedge funds and large institutions have $712M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 51

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $660M → $712M (+$51.9M)

1% more funds holding

Funds holding: 158159 (+1)

0.52% more ownership

Funds ownership: 76.25%76.77% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
18
Increased
73
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
26
Valley National Advisers
Pennsylvania
$4.59M +$129K +1,350 +3%
LCGC
27
Legacy Capital Group California
California
$4.53M +$2.87M +30,060 +174%
EFS
28
Essex Financial Services
Connecticut
$4.25M +$59.6K +625 +1%
SFM
29
Signet Financial Management
New Jersey
$4.13M +$6.78K +71 +0.2%
SW
30
SkyOak Wealth
Michigan
$4.11M +$39.7K +416 +1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.1M +$1.89M +19,768 +86%
AC
32
AIFG Consultants
New York
$4.01M +$83.6K +876 +2%
TCFP
33
Treasure Coast Financial Planning
Florida
$3.98M +$76.2K +798 +2%
Brown Advisory
34
Brown Advisory
Maryland
$3.57M -$210K -2,198 -6%
IA
35
IFP Advisors
Florida
$3.27M +$284K +2,981 +10%
MOS
36
MGO One Seven
Ohio
$3.23M +$912K +9,558 +40%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.9M -$75.9K -795 -3%
RA
38
RFG Advisory
Alabama
$2.88M +$246K +2,578 +9%
BWMG
39
Barnes Wealth Management Group
California
$2.6M +$39.1K +410 +2%
CCFM
40
Clear Creek Financial Management
Washington
$2.55M -$176K -1,840 -6%
Citadel Advisors
41
Citadel Advisors
Florida
$2.52M -$5.54M -58,080 -69%
PA
42
PFG Advisors
Arizona
$2.51M +$53.9K +565 +2%
SRC
43
Sage Rhino Capital
California
$2.47M -$282K -2,959 -10%
CW
44
CreativeOne Wealth
Kansas
$2.29M +$627K +6,569 +38%
IWC
45
Integrated Wealth Concepts
Massachusetts
$2.27M -$73.6K -771 -3%
NA
46
NewEdge Advisors
Louisiana
$2.23M -$58K -608 -3%
PFG
47
PAX Financial Group
Texas
$2.07M -$273K -2,865 -12%
AWM
48
AE Wealth Management
Kansas
$2.02M +$1.19M +12,452 +145%
AAS
49
Avantax Advisory Services
Texas
$1.95M -$1.24K -13 -0.1%
PP
50
Patten & Patten
Tennessee
$1.94M -$134K -1,403 -6%

LDUR Hedge Fund Activity: Q2 2025 in Review

159 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2025, worth a combined $712M — up 7.9% from $660M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LDUR positions and 16 closed out — a net gain of 2 holders — while 73 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $33.9M. The largest seller was Access Financial Services, exiting entirely with an estimated $11.9M sold.

  • 159 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2025, up from 158 in Q1 2025.
  • Funds reported $712M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 18 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2025 and 16 closed out, a net change of +2 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2025 was Wells Fargo, an estimated $33.9M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2025 was Access Financial Services, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2025.