We are live on ! Find out more
LDUR icon

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

165 hedge funds and large institutions have $955M invested in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $766M → $955M (+$190M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 151165 (+14)

0.21% more ownership

Funds ownership: 80.19%80.4% (+0.21%)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

Holders
165
Holders Change
+14
Holders Change %
+9.27%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
30
Increased
59
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M +$175M +1,821,453 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$90.2M +$1.54M +16,035 +2%
AWMS
3
Advocacy Wealth Management Services
Georgia
$87.5M +$1.95M +20,348 +2%
LPL Financial
4
LPL Financial
California
$57.3M +$16M +166,306 +39%
Wells Fargo
5
Wells Fargo
California
$52.2M -$4.27M -44,459 -8%
TCM
6
TD Capital Management
Tennessee
$41.4M +$342K +3,564 +0.8%
Bank of America
7
Bank of America
North Carolina
$39.2M +$2.35M +24,446 +6%
Morgan Stanley
8
Morgan Stanley
New York
$32.4M +$1.11M +11,559 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$26.7M +$975K +10,152 +4%
KFG
10
Kelly Financial Group
Connecticut
$26.5M +$784K +8,159 +3%
OCFG
11
O'Connor Financial Group
Illinois
$22.2M +$1.11M +11,597 +5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$18.5M +$386K +4,018 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18.4M -$2.54M -26,419 -12%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$17.1M -$7.42M -77,297 -30%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15M +$6.53M +67,956 +77%
HighTower Advisors
16
HighTower Advisors
Illinois
$13.4M +$177K +1,840 +1%
UBS Group
17
UBS Group
Switzerland
$11.5M -$7.35M -76,565 -39%
OIA
18
OneDigital Investment Advisors
Kansas
$11.3M -$2.73M -28,467 -20%
GWP
19
Gateway Wealth Partners
Wisconsin
$7.65M +$39.8K +414 +0.5%
VWA
20
Visionary Wealth Advisors
Illinois
$6.57M +$4.71M +49,050 +253%
HCM
21
Howland Capital Management
Massachusetts
$6.54M -$424K -4,411 -6%
DAS
22
Dynamic Advisor Solutions
Arizona
$6.51M -$3.04M -31,670 -32%
CWM
23
CarsonAllaria Wealth Management
Illinois
$6.01M +$717K +7,470 +14%
VNA
24
Valley National Advisers
Pennsylvania
$5.73M +$780K +8,121 +16%
Raymond James Financial
25
Raymond James Financial
Florida
$5.33M -$1.12M -11,654 -17%