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PIMCO Senior Loan Active Exchange-Traded Fund
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Overview Fund Activity

80 hedge funds and large institutions have $746M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
+33
Holders Change %
+70.21%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
26
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$339M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$43.4M
3
Wells Fargo
3
Wells Fargo
California
$21.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.9M
5
KAM
5
Kensington Asset Management
Texas
$13.6M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$3.55M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
FS
3
Ferguson Shapiro
Georgia
$16.5M
4
Jane Street
4
Jane Street
New York
$0
5
FIC
5
Family Investment Center
Missouri
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WGC
26
Watts Gwilliam & Co
Arizona
$2.51M +$678K +13,259 +37%
MAWAG
27
Mid-American Wealth Advisory Group
Missouri
$2.39M +$876K +17,151 +58%
JWCA
28
J.W. Cole Advisors
Florida
$2.35M +$281K +5,492 +14%
AWM
29
AE Wealth Management
Kansas
$1.74M +$1.24M +24,208 +247%
OPAM
30
Ocean Park Asset Management
California
$1.52M – – –
USCWA
31
U.S. Capital Wealth Advisors
Texas
$1.45M -$23K -450 -2%
HH
32
Hilltop Holdings
Texas
$1.42M +$34.4K +673 +2%
ALC
33
Alexander Labrunerie & Co
Missouri
$1.39M +$1.08M +21,180 +352%
SWM
34
Seed Wealth Management
Illinois
$1.23M – – –
AAG
35
Armstrong Advisory Group
Massachusetts
$971K +$72.5K +1,418 +8%
PPW
36
Pasadena Private Wealth
California
$958K +$92.4K +1,809 +11%
DADC
37
D.A. Davidson & Co
Montana
$930K +$930K +18,195 New
HighTower Advisors
38
HighTower Advisors
Illinois
$861K +$861K +16,840 New
GM
39
GeoWealth Management
Illinois
$724K +$724K +14,177 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$721K +$14.9K +291 +2%
NGA
41
Naples Global Advisors
Florida
$646K +$97.9K +1,900 +18%
TAM
42
Titleist Asset Management
Texas
$604K +$163K +3,181 +37%
CW
43
CreativeOne Wealth
Kansas
$524K +$524K +10,250 New
TCWM
44
Total Clarity Wealth Management
Illinois
$484K +$484K +9,471 New
LCWP
45
Legacy Capital Wealth Partners
Arkansas
$416K +$416K +8,141 New
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$383K +$383K +7,502 New
NCFG
47
New Century Financial Group
New Jersey
$369K +$369K +7,224 New
HI
48
Harbour Investments
Wisconsin
$359K – – –
WEG
49
World Equity Group
Illinois
$355K +$355K +6,952 New
ASN
50
Advisory Services Network
Georgia
$352K +$352K +6,896 New
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