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PIMCO Senior Loan Active Exchange-Traded Fund

81 hedge funds and large institutions have $816M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
27
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
26
Elm3 Financial Group
Georgia
$2.46M -$72.7K -1,443 -3%
WGC
27
Watts Gwilliam & Co
Arizona
$2.25M -$231K -4,589 -9%
LCGC
28
Legacy Capital Group California
California
$1.99M -$568K -11,267 -22%
AWM
29
AE Wealth Management
Kansas
$1.78M +$64K +1,271 +4%
ALC
30
Alexander Labrunerie & Co
Missouri
$1.7M +$332K +6,586 +24%
FIC
31
Family Investment Center
Missouri
$1.62M -$10.4M -206,650 -87%
DADC
32
D.A. Davidson & Co
Montana
$1.59M +$668K +13,263 +73%
HH
33
Hilltop Holdings
Texas
$1.49M +$87.3K +1,732 +6%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$1.38M -$45.3K -900 -3%
SWM
35
Seed Wealth Management
Illinois
$1.2M -$18.1K -360 -1%
AAG
36
Armstrong Advisory Group
Massachusetts
$971K
PPW
37
Pasadena Private Wealth
California
$880K -$64K -1,270 -7%
HighTower Advisors
38
HighTower Advisors
Illinois
$768K -$80.6K -1,599 -9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$728K +$17K +337 +2%
NGA
40
Naples Global Advisors
Florida
$649K +$17.6K +350 +3%
CAM
41
CPA Asset Management
Florida
$640K +$640K +12,697 New
TAM
42
Titleist Asset Management
Texas
$607K +$11.5K +229 +2%
VA
43
VestGen Advisors
Illinois
$552K +$552K +10,964 New
GM
44
GeoWealth Management
Illinois
$498K -$216K -4,284 -30%
TCWM
45
Total Clarity Wealth Management
Illinois
$475K -$8.64K -169 -2%
LCWP
46
Legacy Capital Wealth Partners
Arkansas
$418K +$8.16K +162 +2%
CW
47
CreativeOne Wealth
Kansas
$401K -$115K -2,284 -22%
CBA
48
Coastal Bridge Advisors
Connecticut
$399K +$399K +7,921 New
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$383K +$5.19K +103 +1%
Osaic Holdings
50
Osaic Holdings
Arizona
$372K +$334K +6,621 +877%