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PIMCO Enhanced Low Duration Active Exchange-Traded Fund

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: 158159 (+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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$83.1M -$9.53M -99,835 -10%
Wells Fargo
2
Wells Fargo
California
$62.2M +$33.9M +355,634 +121%
AWMS
3
Advocacy Wealth Management Services
Georgia
$42.2M +$2.89M +30,297 +7%
TCM
4
TD Capital Management
Tennessee
$41.9M +$861K +9,021 +2%
LPL Financial
5
LPL Financial
California
$38.6M +$2.3M +24,076 +6%
Bank of America
6
Bank of America
North Carolina
$34.5M +$1.09M +11,453 +3%
Morgan Stanley
7
Morgan Stanley
New York
$34M +$2.25M +23,552 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$24M +$920K +9,638 +4%
KFG
9
Kelly Financial Group
Connecticut
$23.9M +$142K +1,493 +0.6%
OCFG
10
O'Connor Financial Group
Illinois
$20.6M +$824K +8,629 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$20.5M +$9.79M +102,555 +92%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$19.9M -$342K -3,581 -2%
UBS Group
13
UBS Group
Switzerland
$18.8M +$130K +1,364 +0.7%
AIM
14
Astor Investment Management
Illinois
$17.7M +$10.6M +111,260 +151%
OIA
15
OneDigital Investment Advisors
Kansas
$16.3M +$2.25M +23,531 +16%
HighTower Advisors
16
HighTower Advisors
Illinois
$12.6M +$400K +4,188 +3%
DAS
17
Dynamic Advisor Solutions
Arizona
$9.41M +$94.8K +993 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.05M -$1.25M -13,085 -12%
FNC
19
First National Corp
Massachusetts
$8.98M +$478K +5,007 +6%
HCM
20
Howland Capital Management
Massachusetts
$7.47M +$89.1K +934 +1%
BI
21
Beckerman Institutional
New Jersey
$6.27M +$152K +1,592 +2%
AI
22
Atria Investments
North Carolina
$6.13M +$3.66M +38,329 +149%
Raymond James Financial
23
Raymond James Financial
Florida
$5.5M +$3.18M +33,292 +138%
CWM
24
CarsonAllaria Wealth Management
Illinois
$4.82M +$140K +1,470 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.77M +$2.06M +21,566 +77%

LDUR Hedge Fund Activity: Q2 2025 in Review

159 of the 7,595 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.