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PIMCO Senior Loan Active Exchange-Traded Fund

63 hedge funds and large institutions have $361M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

6% less funds holding

Funds holding: 6763 (-4)

6.11% less ownership

Funds ownership: 81.41%75.3% (-6.1%)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

32% less capital invested

Capital invested by funds: $533M → $361M (-$172M)

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
9
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
26
Armstrong Advisory Group
Massachusetts
$1.16M +$120K +2,368 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.16M -$3.14M -62,125 -73%
TCWM
28
Total Clarity Wealth Management
Illinois
$1.14M +$315K +6,227 +38%
CCFM
29
Clear Creek Financial Management
Washington
$1.13M +$823K +16,268 +259%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$978K -$3.23M -63,866 -77%
NGA
31
Naples Global Advisors
Florida
$914K +$214K +4,225 +31%
UBS Group
32
UBS Group
Switzerland
$852K +$601K +11,875 +234%
AWM
33
AE Wealth Management
Kansas
$811K +$24.5K +484 +3%
BI
34
Beckerman Institutional
New Jersey
$685K +$689K +13,617 New
CBA
35
Coastal Bridge Advisors
Connecticut
$644K +$67.3K +1,330 +12%
TAM
36
Titleist Asset Management
Texas
$588K +$10.1K +200 +2%
BFWM
37
Bright Futures Wealth Management
New York
$529K +$74K +1,462 +16%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$518K +$470K +9,281 +900%
IA
39
IFG Advisory
Georgia
$513K +$129K +2,551 +33%
VA
40
VestGen Advisors
Illinois
$481K +$1.52K +30 +0.3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$471K -$57.6K -1,138 -11%
TA
42
Tactive Advisors
Florida
$348K -$70.4K -1,391 -17%
OMC
43
Old Mission Capital
Illinois
$339K +$342K +6,752 New
HI
44
Harbour Investments
Wisconsin
$327K -$8.91K -176 -3%
AWMS
45
Advocacy Wealth Management Services
Georgia
$309K -$43.8M -865,962 -99%
AWA
46
Acorn Wealth Advisors
Michigan
$291K -$8.96K -177 -3%
FIC
47
Family Investment Center
Missouri
$243K -$350K -6,911 -59%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$241K +$243K +4,795 New
LCGC
49
Legacy Capital Group California
California
$205K -$29.4K -580 -12%
Comerica Bank
50
Comerica Bank
Texas
$146K -$147K -2,902 -50%