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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
AIFAIM
101
American Institute for Advanced Investment Management
Arizona
$425K +$43K +450 +11%
PCP
102
Proficio Capital Partners
Massachusetts
$419K -$401K -4,195 -49%
CIA
103
Concurrent Investment Advisors
Florida
$386K +$384K +4,023 New
FAIM
104
Financial Advocates Investment Management
Washington
$384K +$382K +4,000 New
HT
105
Heritage Trust
Oklahoma
$380K – – –
MIC
106
Means Investment Company
Maine
$366K +$3.63K +38 +1%
SA
107
Sanctuary Advisors
Indiana
$365K +$51.8K +542 +17%
DC
108
Davenport & Co
Virginia
$357K +$144K +1,509 +68%
ACM
109
Anfield Capital Management
California
$354K – – –
SA
110
Skyline Advisors
Washington
$343K -$478 -5 -0.1%
CAAS
111
Capital Asset Advisory Services
Michigan
$335K +$13.1K +137 +4%
CRC
112
Curi RMB Capital
Illinois
$326K +$78.4K +821 +32%
MML Investors Services
113
MML Investors Services
Massachusetts
$323K -$232K -2,425 -42%
CFS
114
CGC Financial Services
Oregon
$304K -$30.8K -322 -9%
WA
115
WBH Advisory
Maryland
$303K -$57.7K -604 -16%
DT
116
Diversified Trust
Tennessee
$302K +$3.53K +37 +1%
BFC
117
Bedel Financial Consulting
Indiana
$271K – – –
AQR Capital Management
118
AQR Capital Management
Connecticut
$266K -$1.05K -11 -0.4%
IIA
119
IPG Investment Advisors
California
$263K – – –
WGC
120
Watts Gwilliam & Co
Arizona
$256K -$25.1K -263 -9%
MSAM
121
Moloney Securities Asset Management
Missouri
$248K +$247K +2,584 New
TFA
122
Tobias Financial Advisors
Florida
$246K -$2.1K -22 -0.9%
NA
123
Nottingham Advisors
New York
$245K -$91.7K -960 -27%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$231K +$230K +2,411 New
CWM
125
Cedar Wealth Management
California
$227K -$63.2K -662 -22%
3 4
5
6 7

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.