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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

158 hedge funds and large institutions have $647M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

7% more capital invested

Capital invested by funds: $604M → $647M (+$42.9M)

6.11% more ownership

Funds ownership: 70.37% → 76.48% (+6.1%)

6% more funds holding

Funds holding: 149 → 158 (+9)

29% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 63

Holders
158
Holders Change
+9
Holders Change %
+6.04%
% of All Funds
2.08%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
27
Increased
45
Reduced
63
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14.8M
3
IAA
Independent Advisor Alliance
North Carolina
+$6.68M
4
AC
AIFG Consultants
New York
+$4.05M
5
LPL Financial
LPL Financial
California
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.42M
2
TCM
TD Capital Management
Tennessee
-$3.09M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.85M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$7.6K +$7.62K +80 New
OP
152
ORG Partners
Indiana
$6.08K +$6.09K +64 New
Allianz Asset Management
153
Allianz Asset Management
Germany
$5.32K -$286 -3 -5%
CT
154
Caldwell Trust
Florida
$5.13K +$5.14K +54 New
FWM
155
FLP Wealth Management
Arkansas
$3.61K +$3.62K +38 New
TRCT
156
Tower Research Capital (TRC)
New York
$2.38K – – –
CAL
157
Capital Analysts LLC
Pennsylvania
$1K – – –
AF
158
Advisornet Financial
Minnesota
$760 – – –
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$90 – – –
TF
160
Trek Financial
Arizona
– -$2.69M -28,042 Closed
DFG
161
Delta Financial Group
New Jersey
– -$1.12M -11,650 Closed
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
– -$936K -9,753 Closed
FTUS
163
Flow Traders U.S.
New York
– -$877K -9,138 Closed
SFS
164
Security Financial Services
Indiana
– -$296K -3,086 Closed
NFG
165
Nations Financial Group
Iowa
– -$269K -2,803 Closed
NRI
166
NFP Retirement Inc
California
– -$229K -2,390 Closed
ICP
167
Interchange Capital Partners
Pennsylvania
– -$225K -2,340 Closed
SAM
168
Strategy Asset Managers
California
– -$206K -2,147 Closed
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
– -$112K -1,164 Closed
PS
170
Principal Securities
Iowa
– -$56.9K -593 Closed
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
– -$28K -300 Closed
BWP
172
Baldwin Wealth Partners
Massachusetts
– -$10.2K -106 Closed
GEA
173
Glen Eagle Advisors
New Jersey
– -$768 -8 Closed
3 4 5 6
7

LDUR Hedge Fund Activity: Q4 2024 in Review

158 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q4 2024, worth a combined $647M — up 7.1% from $604M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LDUR positions and 14 closed out — a net gain of 13 holders — while 45 added to existing stakes and 63 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $17.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.42M.

  • 158 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q4 2024, up from 149 in Q3 2024.
  • Funds reported $647M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 27 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q4 2024 and 14 closed out, a net change of +13 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $17.3M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2024.