LONZ icon

PIMCO Senior Loan Active Exchange-Traded Fund

61 hedge funds and large institutions have $348M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

35% less capital invested

Capital invested by funds: $533M → $348M (-$185M)

Holders
61
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
TCWM
26
Total Clarity Wealth Management
Illinois
$1.14M
CCFM
27
Clear Creek Financial Management
Washington
$1.13M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$978K
NGA
29
Naples Global Advisors
Florida
$914K
UBS Group
30
UBS Group
Switzerland
$852K
AWM
31
AE Wealth Management
Kansas
$811K
BI
32
Beckerman Institutional
New Jersey
$685K
CBA
33
Coastal Bridge Advisors
Connecticut
$644K
TAM
34
Titleist Asset Management
Texas
$588K
BFWM
35
Bright Futures Wealth Management
New York
$529K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$518K
IA
37
IFG Advisory
Georgia
$513K
VA
38
VestGen Advisors
Illinois
$481K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$471K
TA
40
Tactive Advisors
Florida
$348K
OMC
41
Old Mission Capital
Illinois
$339K
HI
42
Harbour Investments
Wisconsin
$327K
AWMS
43
Advocacy Wealth Management Services
Georgia
$309K
AWA
44
Acorn Wealth Advisors
Michigan
$291K
FIC
45
Family Investment Center
Missouri
$243K
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$241K
LCGC
47
Legacy Capital Group California
California
$205K
Comerica Bank
48
Comerica Bank
Texas
$146K
EWM
49
Evolution Wealth Management
Florida
$98.7K
GWM
50
Geneos Wealth Management
Colorado
$87.5K