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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
AIFAIM
101
American Institute for Advanced Investment Management
Arizona
$406K -$19.2K -200 -5%
CTFG
102
Capstone Triton Financial Group
Oklahoma
$397K
HHGA
103
Halbert Hargrove Global Advisors
California
$384K -$172K -1,794 -31%
WGC
104
Watts Gwilliam & Co
Arizona
$370K +$368K +3,845 New
DT
105
Diversified Trust
Tennessee
$370K +$55.3K +577 +18%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$366K +$56.7K +592 +18%
HBS
107
Howard Bailey Securities
Indiana
$357K -$15.4K -161 -4%
ACM
108
Anfield Capital Management
California
$355K
CAAS
109
Capital Asset Advisory Services
Michigan
$353K +$9.19K +96 +3%
SFA
110
Sequoia Financial Advisors
Ohio
$349K +$75.5K +788 +28%
RCM
111
Raleigh Capital Management
North Carolina
$342K -$20.9K -218 -6%
CFS
112
CGC Financial Services
Oregon
$320K +$42.1K +440 +15%
PA
113
Procyon Advisors
Connecticut
$314K
GWM
114
Geneos Wealth Management
Colorado
$313K -$20.1K -210 -6%
FCM
115
Fourpath Capital Management
Oklahoma
$309K -$33K -345 -10%
OWA
116
Outlook Wealth Advisors
Texas
$304K -$10.6K -111 -3%
SA
117
Skyline Advisors
Washington
$301K -$6.42K -67 -2%
SWP
118
Strategic Wealth Partners
Ohio
$294K +$293K +3,060 New
MML Investors Services
119
MML Investors Services
Massachusetts
$277K -$92.3K -964 -25%
BFC
120
Bedel Financial Consulting
Indiana
$273K
IIA
121
IPG Investment Advisors
California
$264K
SPC
122
Sigma Planning Corp
Michigan
$253K
TFA
123
Tobias Financial Advisors
Florida
$251K +$2.01K +21 +0.8%
LAS
124
Lloyd Advisory Services
Georgia
$241K -$75.4K -787 -24%
NA
125
Nottingham Advisors
New York
$239K +$192 +2 +0.1%

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.