P
PIMCO Enhanced Low Duration Active Fund
LDUR • ARCA
PIMCO Enhanced Low Duration Active Fund is an exchange-traded fund on ARCA. As of Q3 2025, 148 institutional investors hold shares in this ETF, with total holdings valued at $762.8M. CWM, LLC is the largest holder with a position valued at $88.8M.
Overview
Overview of institutional ownership in LDUR as of Q3 2025
All Institutions
- Institutions
- 148
- Value Held
- $762.8M
- Shares Held
- 7.9M
- Avg Position
- $5.2M
- Median Position
- $834.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in LDUR as of Q3 2025
| Institution | Position Value |
|---|---|
 CWM, LLC RIA/Wealth | $88.8M 0.28% of portfolio |
 Advocacy Wealth Management Services, LLC RIA/Wealth | $85.7M 3.92% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $56.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $41.4M 0.01% of portfolio |
 TD Capital Management LLC RIA/Wealth | $41.1M 3.71% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $36.9M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $31.3M 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $25.8M 0.00% of portfolio |
 KELLY FINANCIAL GROUP LLC RIA/Wealth | $25.6M 6.88% of portfolio |
 Beacon Capital Management, Inc. RIA/Wealth | $24.5M 1.17% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LDUR in Q3 2025
- Traded
- +$70.8M
- Buyers
- 69
- Sellers
- 78
- Total Bought
- +$107.2M
- Total Sold
- −$36.5M
- Avg Position
- $4.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Advocacy Wealth Management Services, LLC RIA/Wealth | +$43.4M +451.6K shares |
Beacon Capital Management, Inc. RIA/Wealth | +$24.5M +255.3K shares |
 Gateway Wealth Partners, LLC RIA/Wealth | +$7.6M +79.3K shares |
CWM, LLC RIA/Wealth | +$5.5M +56.8K shares |
L LPL Financial LLC Institution | +$2.7M +28.1K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$2.3M +24.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.3M +23.8K shares |
 Visionary Wealth Advisors RIA/Wealth | +$1.9M +19.4K shares |
 Private Advisor Group, LLC RIA/Wealth | +$1.7M +18.0K shares |
JPMORGAN CHASE & CO Institution | +$1.7M +17.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLS FARGO & COMPANY/MN Institution | −$5.8M −60.4K shares |
K Krasney Financial LLC RIA/Wealth | −$4.1M −43.1K shares |
MORGAN STANLEY RIA/Wealth | −$2.7M −28.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.5M −26.3K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$2.4M −24.8K shares |
 RFG Advisory Group, LLC RIA/Wealth | −$2.1M −22.4K shares |
−$2.0M −20.4K shares | |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | −$1.9M −19.5K shares |
 Clear Creek Financial Management, LLC RIA/Wealth | −$947.6K −9.9K shares |
O OneAscent Financial Services LLC RIA/Wealth | −$924.0K −9.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LDUR in Q3 2025
- New Positions
- 7
- New Value
- $35.9M
- Exited Positions
- 16
- Exited Value
- $11.5M
New Positions
| Institution | Position Value |
|---|---|
Beacon Capital Management, Inc. RIA/Wealth | $24.5M 255.3K shares |
Gateway Wealth Partners, LLC RIA/Wealth | $7.6M 79.3K shares |
Visionary Wealth Advisors RIA/Wealth | $1.9M 19.4K shares |
 Wealth Advisors of Iowa, LLC RIA/Wealth | $1.3M 13.6K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $294.2K 3.1K shares |
 GRIES FINANCIAL LLC RIA/Wealth | $217.2K 2.3K shares |
 Hartland & Co., LLC RIA/Wealth | $25.8K 268.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
K Krasney Financial LLC RIA/Wealth | $4.1M 43.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.5M 26.3K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $1.9M 19.5K shares |
O OneAscent Financial Services LLC RIA/Wealth | $924.0K 9.6K shares |
J JGP Wealth Management, LLC RIA/Wealth | $611.4K 6.4K shares |
A AMERIFLEX GROUP, INC. Institution | $516.2K 5.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $406.0K 4.2K shares |
 WAGNER CAPITAL MANAGEMENT CORP RIA/Wealth | $242.4K 2.5K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $103.4K 1.1K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $76.0K 793.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in LDUR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LDUR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 O'Connor Financial Group LLC RIA/Wealth | 9.62% $21.1M |
A AIFG Consultants Ltd. Institution | 7.39% $4.1M |
KELLY FINANCIAL GROUP LLC RIA/Wealth | 6.88% $25.6M |
Advocacy Wealth Management Services, LLC RIA/Wealth | 3.92% $85.7M |
B Beckerman Institutional, LLC Institution | 3.84% $6.5M |
TD Capital Management LLC RIA/Wealth | 3.71% $41.1M |
 CarsonAllaria Wealth Management, Ltd. RIA/Wealth | 2.76% $5.3M |
T Treasure Coast Financial Planning RIA/Wealth | 2.26% $4.0M |
 FIRST NATIONAL CORP /MA/ /ADV RIA/Wealth | 1.88% $9.9M |
 Barnes Wealth Management Group, Inc RIA/Wealth | 1.49% $2.7M |