LONZ icon

PIMCO Senior Loan Active Exchange-Traded Fund

60 hedge funds and large institutions have $605M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

72% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 25

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
60
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
$308M
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$69.1M
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$43.3M
AWMS
4
Advocacy Wealth Management Services
Georgia
$42.8M
LPL Financial
5
LPL Financial
California
$18.8M
RWIA
6
Roger Wittlin Investment Advisory
California
$12.8M
IA
7
Inspire Advisors
Idaho
$10.7M
AI
8
Atria Investments
North Carolina
$8.11M
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$7.69M
Mariner
10
Mariner
Kansas
$7.4M
GI
11
Gradient Investments
Minnesota
$7.36M
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$6.53M
LSA
13
L & S Advisors
California
$6.49M
OPAM
14
Ocean Park Asset Management
California
$6.4M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.34M
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.34M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.32M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.18M
MAWAG
19
Mid-American Wealth Advisory Group
Missouri
$4.09M
VIA
20
Vickerman Investment Advisors
Washington
$3.61M
WGC
21
Watts Gwilliam & Co
Arizona
$2.88M
JWCA
22
J.W. Cole Advisors
Florida
$2.49M
EFG
23
Elm3 Financial Group
Georgia
$2.38M
AWM
24
AE Wealth Management
Kansas
$1.79M
ALC
25
Alexander Labrunerie & Co
Missouri
$1.63M