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PIMCO Senior Loan Active Exchange-Traded Fund
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29 hedge funds and large institutions have $232M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $236M → $232M (-$3.49M)

6% less funds holding

Funds holding: 31 → 29 (-2)

17.74% less ownership

Funds ownership: 105.47% → 87.74% (-18%)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
13
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$27.6M
2
AWMS
Advocacy Wealth Management Services
Georgia
+$7.48M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.56M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$818K

Top Sellers

1
EW
Evoke Wealth
California
-$8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.41M
3
AI
Atria Investments
North Carolina
-$6.86M
4
SMM
Stadion Money Management
Georgia
-$6.78M
5
Mariner
Mariner
Kansas
-$6.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$177K +$176K +3,510 New
TWC
27
TD Waterhouse Canada
Ontario, Canada
$50.6K +$25.1K +500 +100%
Morgan Stanley
28
Morgan Stanley
New York
$13.1K +$13K +260 New
UBS Group
29
UBS Group
Switzerland
$101 +$100 +2 New
EW
30
Evoke Wealth
California
– -$8M -159,121 Closed
AI
31
Atria Investments
North Carolina
– -$6.86M -136,347 Closed
SMM
32
Stadion Money Management
Georgia
– -$6.78M -134,863 Closed
Mariner
33
Mariner
Kansas
– -$6.77M -134,556 Closed
PF
34
Parker Financial
Washington
– -$530K -10,532 Closed
SPC
35
Sigma Planning Corp
Michigan
– -$293K -5,833 Closed
JP Morgan Chase
36
JP Morgan Chase
New York
– -$290K -5,760 Closed
CA
37
Cetera Advisors
Colorado
– -$228K -4,531 Closed
Fidelity Investments
38
Fidelity Investments
Massachusetts
– -$805 -16 Closed
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