We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

151 hedge funds and large institutions have $766M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $712M → $766M (+$53.3M)

3.42% more ownership

Funds ownership: 76.77%80.19% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

5% less funds holding

Funds holding: 159151 (-8)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
1.98%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
58
Reduced
63
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
$88.8M +$5.44M +56,803 +7%
AWMS
2
Advocacy Wealth Management Services
Georgia
$85.7M +$43.2M +451,566 +103%
Wells Fargo
3
Wells Fargo
California
$56.6M -$5.78M -60,383 -9%
LPL Financial
4
LPL Financial
California
$41.4M +$2.69M +28,121 +7%
TCM
5
TD Capital Management
Tennessee
$41.1M -$886K -9,246 -2%
Bank of America
6
Bank of America
North Carolina
$36.9M +$2.28M +23,820 +7%
Morgan Stanley
7
Morgan Stanley
New York
$31.3M -$2.74M -28,565 -8%
JP Morgan Chase
8
JP Morgan Chase
New York
$25.8M +$1.67M +17,489 +7%
KFG
9
Kelly Financial Group
Connecticut
$25.6M +$1.61M +16,767 +7%
BCMIO
10
Beacon Capital Management Inc (Ohio)
Ohio
$24.5M +$24.5M +255,336 New
OCFG
11
O'Connor Financial Group
Illinois
$21.1M +$399K +4,164 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$20.9M +$423K +4,418 +2%
UBS Group
13
UBS Group
Switzerland
$18.9M +$24.1K +252 +0.1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$18.1M -$1.96M -20,423 -10%
OIA
15
OneDigital Investment Advisors
Kansas
$14M -$2.37M -24,763 -15%
HighTower Advisors
16
HighTower Advisors
Illinois
$13.3M +$625K +6,521 +5%
FNC
17
First National Corp
Massachusetts
$9.92M +$935K +9,761 +10%
DAS
18
Dynamic Advisor Solutions
Arizona
$9.57M +$127K +1,331 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.51M -$568K -5,927 -6%
GWP
20
Gateway Wealth Partners
Wisconsin
$7.63M +$7.6M +79,315 New
HCM
21
Howland Capital Management
Massachusetts
$6.96M -$535K -5,591 -7%
BI
22
Beckerman Institutional
New Jersey
$6.49M +$197K +2,061 +3%
Raymond James Financial
23
Raymond James Financial
Florida
$6.47M +$947K +9,892 +17%
AI
24
Atria Investments
North Carolina
$5.39M -$755K -7,886 -12%
CWM
25
CarsonAllaria Wealth Management
Illinois
$5.3M +$468K +4,882 +10%

LDUR Hedge Fund Activity: Q3 2025 in Review

151 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) for Q3 2025, worth a combined $766M — up 7.5% from $712M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LDUR and 12 opened new positions — a net loss of 4 holders — while 63 trimmed existing stakes and 58 added.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $43.2M. The largest seller was Wells Fargo, cutting an estimated $5.78M.

  • 151 institutional investors held PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) as of Q3 2025, down from 159 in Q2 2025.
  • Funds reported $766M of PIMCO Enhanced Low Duration Active Exchange-Traded Fund stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 12 funds opened new PIMCO Enhanced Low Duration Active Exchange-Traded Fund positions in Q3 2025 and 16 closed out, a net change of -4 holders.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund buyer in Q3 2025 was Advocacy Wealth Management Services, an estimated $43.2M added.
  • The largest PIMCO Enhanced Low Duration Active Exchange-Traded Fund seller in Q3 2025 was Wells Fargo, an estimated $5.78M sold.

Based on aggregated 13F filings for Q3 2025.