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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
FIC
51
Family Investment Center
Missouri
$1.85M +$467K +4,874 +34%
GM
52
GeoWealth Management
Illinois
$1.75M -$38K -397 -2%
PAG
53
Private Advisor Group
New Jersey
$1.73M +$1.72M +17,971 New
KAS
54
Kestra Advisory Services
Texas
$1.72M -$5.55K -58 -0.3%
LCWP
55
Legacy Capital Wealth Partners
Arkansas
$1.72M -$19.3K -202 -1%
CCFM
56
Clear Creek Financial Management
Washington
$1.61M -$944K -9,856 -37%
MFN
57
Midwest Financial Network
Illinois
$1.6M +$388K +4,056 +32%
AC
58
Avestar Capital
New York
$1.55M -$94.3K -985 -6%
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$1.5M -$326K -3,402 -18%
FFA
60
Farther Finance Advisors
California
$1.31M -$305K -3,187 -19%
WAOI
61
Wealth Advisors of Iowa
Iowa
$1.31M +$1.31M +13,647 New
CFGF
62
Compass Financial Group (Florida)
Florida
$1.3M +$31.2K +326 +2%
SHGA
63
Sand Hill Global Advisors
California
$1.25M +$6.8K +71 +0.5%
GIP
64
Greatmark Investment Partners
Georgia
$1.15M -$167K -1,740 -13%
Stifel Financial
65
Stifel Financial
Missouri
$1.15M -$129K -1,349 -10%
KF
66
Krilogy Financial
Missouri
$1.11M +$18.7K +195 +2%
ACP
67
Aviance Capital Partners
Florida
$1.08M +$308K +3,212 +40%
P
68
&Partners
Tennessee
$1.07M +$126K +1,314 +13%
SSC
69
Syverson Strege & Co
Iowa
$1.04M -$211K -2,200 -17%
BWM
70
BankPlus Wealth Management
Mississippi
$1.01M +$138K +1,444 +16%
WA
71
Waverly Advisors
Alabama
$968K -$252K -2,633 -21%
AWM
72
Axxcess Wealth Management
California
$964K +$10.5K +110 +1%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$908K +$2.2K +23 +0.2%
WA
74
Win Advisors
Florida
$857K +$66.8K +698 +8%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$846K +$6.03K +63 +0.7%

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.