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PIMCO Senior Loan Active Exchange-Traded Fund

47 hedge funds and large institutions have $496M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

48% more capital invested

Capital invested by funds: $334M → $496M (+$162M)

15% more funds holding

Funds holding: 4147 (+6)

0.15% more ownership

Funds ownership: 85.62%85.77% (+0.15%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
23
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
26
Hilltop Holdings
Texas
$1.39M +$163K +3,194 +13%
SWM
27
Seed Wealth Management
Illinois
$1.23M +$1.23M +24,130 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$923K +$45K +882 +5%
AAG
29
Armstrong Advisory Group
Massachusetts
$899K +$188K +3,679 +26%
PPW
30
Pasadena Private Wealth
California
$866K -$2.19K -43 -0.3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$707K +$705K +13,826 New
NGA
32
Naples Global Advisors
Florida
$543K +$8.93K +175 +2%
AWM
33
AE Wealth Management
Kansas
$501K +$103K +2,018 +26%
Osaic Holdings
34
Osaic Holdings
Arizona
$467K -$529K -10,365 -53%
TAM
35
Titleist Asset Management
Texas
$442K -$90.4K -1,772 -17%
Citadel Advisors
36
Citadel Advisors
Florida
$398K +$64.3K +1,261 +19%
HI
37
Harbour Investments
Wisconsin
$359K
AWA
38
Acorn Wealth Advisors
Michigan
$340K +$40K +784 +13%
ALC
39
Alexander Labrunerie & Co
Missouri
$307K +$306K +6,009 New
Comerica Bank
40
Comerica Bank
Texas
$297K
HNB
41
Huntington National Bank
Ohio
$295K
SI
42
SimpliFi Inc
California
$267K -$51.4K -1,008 -16%
UBS Group
43
UBS Group
Switzerland
$140K +$4.33K +85 +3%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$50.8K
AWA
45
Authentikos Wealth Advisory
California
$30.3K +$30.2K +592 New
FGC
46
Financial Gravity Companies
Texas
$15.6K +$15.6K +306 New
Morgan Stanley
47
Morgan Stanley
New York
$6.6K -$51 -1 -0.8%
EWA
48
EverSource Wealth Advisors
Alabama
$511
4WM
49
49 Wealth Management
Texas
-$7.46M -146,456 Closed
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
-$285K -5,565 Closed