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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

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: 158158 (0)

0% more funds holding in top 10

Funds holding in top 10: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
151
Mark Sheptoff Financial Planning
Connecticut
$7.2K +$7.16K +75 New
Allianz Asset Management
152
Allianz Asset Management
Germany
$5.76K +$382 +4 +7%
NP
153
NorthRock Partners
Minnesota
$5.31K -$12.3K -129 -70%
CT
154
Caldwell Trust
Florida
$5.18K
Russell Investments Group
155
Russell Investments Group
United Kingdom
$3.36K +$3.34K +35 New
MCM
156
MAI Capital Management
Ohio
$2.21K -$31.7K -332 -94%
AF
157
Advisornet Financial
Minnesota
$768
AF
158
Allworth Financial
California
$434 +$478 +5 New
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$92
VIA
160
Vickerman Investment Advisors
Washington
-$8.36M -88,028 Closed
IAA
161
Independent Advisor Alliance
North Carolina
-$6.66M -70,110 Closed
MAM
162
Milestone Asset Management
Pennsylvania
-$377K -3,973 Closed
AAS
163
Ameritas Advisory Services
Nebraska
-$304K -3,202 Closed
CL
164
Choreo LLC
Illinois
-$257K -2,691 Closed
MFA
165
Mayflower Financial Advisors
Massachusetts
-$256K -2,690 Closed
HSWM
166
Hubbell Strickland Wealth Management
Louisiana
-$221K -2,331 Closed
WN
167
Williams & Novak
California
-$215K -2,268 Closed
VFG
168
Valley Financial Group
Pennsylvania
-$211K -2,218 Closed
CD
169
Chapin Davis
Maryland
-$211K -2,201 Closed
CFB
170
Cullen/Frost Bankers
Texas
-$135K -1,421 Closed
CB
171
Community Bank
New York
-$95K -1,000 Closed
AWM
172
Avior Wealth Management
Nebraska
-$90.3K -951 Closed
TWC
173
TD Waterhouse Canada
Ontario, Canada
-$32.8K -345 Closed
T
174
Transce3nd
Texas
-$9.31K -98 Closed
OP
175
ORG Partners
Indiana
-$6.08K -64 Closed

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.