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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$17.3M |
| 2 |
JP Morgan Chase
New York
|
+$14.8M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$6.68M |
| 4 |
AC
AIFG Consultants
Halfmoon,
New York
|
+$4.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.42M |
| 2 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$3.09M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$2.85M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.77M |
| 5 |
Morgan Stanley
New York
|
-$2.73M |
LDUR Hedge Fund Activity: Q4 2024 in Review
158 of the 7,607 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.