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PIMCO Senior Loan Active Exchange-Traded Fund

67 hedge funds and large institutions have $533M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

12% less capital invested

Capital invested by funds: $605M → $533M (-$72.6M)

Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$243M
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
AWMS
3
Advocacy Wealth Management Services
Georgia
$44.5M
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$23M
LPL Financial
5
LPL Financial
California
$20.4M
RWIA
6
Roger Wittlin Investment Advisory
California
$11.9M
OPAM
7
Ocean Park Asset Management
California
$10.7M
IA
8
Inspire Advisors
Idaho
$10.5M
AI
9
Atria Investments
North Carolina
$8.51M
Mariner
10
Mariner
Kansas
$7.9M
GI
11
Gradient Investments
Minnesota
$7.51M
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$7.47M
TRCT
13
Tower Research Capital (TRC)
New York
$7.02M
LSA
14
L & S Advisors
California
$6.68M
Jane Street
15
Jane Street
New York
$6.52M
MAWAG
16
Mid-American Wealth Advisory Group
Missouri
$4.5M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.46M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.35M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.28M
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.25M
JWCA
21
J.W. Cole Advisors
Florida
$2.77M
WGC
22
Watts Gwilliam & Co
Arizona
$2.73M
SW
23
Simplicity Wealth
New Jersey
$2.38M
EFG
24
Elm3 Financial Group
Georgia
$2.05M
ALC
25
Alexander Labrunerie & Co
Missouri
$1.83M