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PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
LONZ
31 hedge funds and large institutions have $236M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
92% more capital invested
Capital invested by funds: $123M → $236M (+$113M)
31.34% more ownership
Funds ownership: 74.14% → 105.47% (+31%)
29% more funds holding
Funds holding: 24 → 31 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
15
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Cetera Advisors
Denver,
Colorado
| $228K | -$12.1K | -241 | -5% |
|
|
FTUS
27
Flow Traders U.S.
New York
| $217K | +$216K | +4,316 | New |
|
|
AWA
28
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $216K | +$215K | +4,288 | New |
|
|
TWC
29
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $24.9K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | +$11.8K | +235 | +573% |
|
31
Fidelity Investments
Boston,
Massachusetts
| $805 | +$801 | +16 | New |
|
32
Bank of America
Charlotte,
North Carolina
| – | -$2M | -40,000 | Closed |
|
|
AWM
33
AE Wealth Management
Topeka,
Kansas
| – | -$330K | -6,620 | Closed |
|
34
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$279K | -5,583 | Closed |
|