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PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR

159 hedge funds and large institutions have $712M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 51

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

8% more capital invested

Capital invested by funds: $660M → $712M (+$51.9M)

1% more funds holding

Funds holding: 158 → 159 (+1)

0.52% more ownership

Funds ownership: 76.25% → 76.77% (+0.52%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.09%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
18
Increased
73
Reduced
51
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$33.9M
2
AIM
Astor Investment Management
Illinois
+$10.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.79M
4
AI
Atria Investments
North Carolina
+$3.66M
5
Raymond James Financial
Raymond James Financial
Florida
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
AFS
Access Financial Services
Minnesota
-$11.9M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$9.53M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.54M
4
Mariner
Mariner
Kansas
-$3.94M
5
Jane Street
Jane Street
New York
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
151
SYM Financial Corp
Indiana
$7.86K – – –
SPIA
152
Steward Partners Investment Advisory
New York
$7.67K – – –
MSFP
153
Mark Sheptoff Financial Planning
Connecticut
$7.19K – – –
Allianz Asset Management
154
Allianz Asset Management
Germany
$5.46K -$286 -3 -5%
CT
155
Caldwell Trust
Florida
$5.17K – – –
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$4.89K +$4.87K +51 New
AAS
157
Ameritas Advisory Services
Nebraska
$2.78K +$2.77K +29 New
MCM
158
MAI Capital Management
Ohio
$2.21K – – –
CAL
159
Capital Analysts LLC
Pennsylvania
$1K +$859 +9 New
WWMSC
160
Wagner Wealth Management (South Carolina)
South Carolina
$93 – – –
AFS
161
Access Financial Services
Minnesota
– -$11.9M -124,232 Closed
Mariner
162
Mariner
Kansas
– -$3.94M -41,059 Closed
4WM
163
49 Wealth Management
Texas
– -$2M -20,838 Closed
PCP
164
Proficio Capital Partners
Massachusetts
– -$419K -4,370 Closed
FAIM
165
Financial Advocates Investment Management
Washington
– -$384K -4,000 Closed
HT
166
Heritage Trust
Oklahoma
– -$380K -3,958 Closed
MIC
167
Means Investment Company
Maine
– -$366K -3,814 Closed
AQR Capital Management
168
AQR Capital Management
Connecticut
– -$266K -2,769 Closed
WGC
169
Watts Gwilliam & Co
Arizona
– -$256K -2,669 Closed
CA
170
Continuum Advisory
Idaho
– -$25.1K -262 Closed
BFS
171
Burkett Financial Services
South Carolina
– -$20K -208 Closed
SIM
172
Synergy Investment Management
Florida
– -$19.1K -199 Closed
NP
173
NorthRock Partners
Minnesota
– -$5.31K -55 Closed
Russell Investments Group
174
Russell Investments Group
United Kingdom
– -$3.36K -35 Closed
AF
175
Advisornet Financial
Minnesota
– -$768 -8 Closed
4 5 6
7
8

LDUR Hedge Fund Activity: Q2 2025 in Review

159 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q2 2025, worth a combined $712M — up 7.9% from $660M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LDUR positions and 16 closed out — a net gain of 2 holders — while 73 added to existing stakes and 51 trimmed.

The largest buyer was Wells Fargo, adding an estimated $33.9M. The largest seller was Access Financial Services, exiting entirely with an estimated $11.9M sold.

  • 159 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q2 2025, up from 158 in Q1 2025.
  • Funds reported $712M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 18 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q2 2025 and 16 closed out, a net change of +2 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q2 2025 was Wells Fargo, an estimated $33.9M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q2 2025 was Access Financial Services, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2025.