We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

151 hedge funds and large institutions have $766M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $712M → $766M (+$53.3M)

3.42% more ownership

Funds ownership: 76.77%80.19% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

5% less funds holding

Funds holding: 159151 (-8)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
58
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
26
Valley National Advisers
Pennsylvania
$4.96M +$357K +3,730 +8%
LCGC
27
Legacy Capital Group California
California
$4.52M -$30.6K -320 -0.7%
Osaic Holdings
28
Osaic Holdings
Arizona
$4.33M -$456K -4,764 -10%
EFS
29
Essex Financial Services
Connecticut
$4.3M +$37.5K +392 +0.9%
AC
30
AIFG Consultants
New York
$4.14M +$117K +1,225 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.11M -$3.06K -32 -0.1%
TCFP
32
Treasure Coast Financial Planning
Florida
$4.01M +$19.8K +207 +0.5%
SW
33
SkyOak Wealth
Michigan
$3.96M -$162K -1,695 -4%
Brown Advisory
34
Brown Advisory
Maryland
$3.6M +$24.4K +255 +0.7%
IA
35
IFP Advisors
Florida
$3.45M +$161K +1,678 +5%
MOS
36
MGO One Seven
Ohio
$3.17M -$71K -741 -2%
CW
37
CreativeOne Wealth
Kansas
$2.91M +$607K +6,337 +26%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$2.69M -$213K -2,229 -7%
BWMG
39
Barnes Wealth Management Group
California
$2.66M +$55.7K +582 +2%
SRC
40
Sage Rhino Capital
California
$2.55M +$70.2K +733 +3%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.54M +$817K +8,535 +48%
PA
42
PFG Advisors
Arizona
$2.47M -$47.4K -495 -2%
Mariner
43
Mariner
Kansas
$2.32M +$2.31M +24,108 New
NA
44
NewEdge Advisors
Louisiana
$2.31M +$72.3K +755 +3%
FTUS
45
Flow Traders U.S.
New York
$2.24M +$1.02M +10,606 +84%
PFG
46
PAX Financial Group
Texas
$2.07M -$9.58K -100 -0.5%
AWM
47
AE Wealth Management
Kansas
$1.98M -$44.1K -460 -2%
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.96M -$323K -3,373 -14%
PP
49
Patten & Patten
Tennessee
$1.91M -$34.7K -362 -2%
VWA
50
Visionary Wealth Advisors
Illinois
$1.87M +$1.86M +19,409 New

LDUR Hedge Fund Activity: Q3 2025 in Review

151 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2025, worth a combined $766M — up 7.5% from $712M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LDUR and 12 opened new positions — a net loss of 4 holders — while 63 trimmed existing stakes and 58 added.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $43.2M. The largest seller was Wells Fargo, cutting an estimated $5.78M.

  • 151 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2025, down from 159 in Q2 2025.
  • Funds reported $766M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 12 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2025 and 16 closed out, a net change of -4 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2025 was Advocacy Wealth Management Services, an estimated $43.2M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2025 was Wells Fargo, an estimated $5.78M sold.

Based on aggregated 13F filings for Q3 2025.