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PIMCO Senior Loan Active Exchange-Traded Fund

62 hedge funds and large institutions have $350M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

34% less capital invested

Capital invested by funds: $533M → $350M (-$183M)

Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.16M
TCWM
27
Total Clarity Wealth Management
Illinois
$1.14M
CCFM
28
Clear Creek Financial Management
Washington
$1.13M
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$978K
NGA
30
Naples Global Advisors
Florida
$914K
UBS Group
31
UBS Group
Switzerland
$852K
AWM
32
AE Wealth Management
Kansas
$811K
BI
33
Beckerman Institutional
New Jersey
$685K
CBA
34
Coastal Bridge Advisors
Connecticut
$644K
TAM
35
Titleist Asset Management
Texas
$588K
BFWM
36
Bright Futures Wealth Management
New York
$529K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$518K
IA
38
IFG Advisory
Georgia
$513K
VA
39
VestGen Advisors
Illinois
$481K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$471K
TA
41
Tactive Advisors
Florida
$348K
OMC
42
Old Mission Capital
Illinois
$339K
HI
43
Harbour Investments
Wisconsin
$327K
AWMS
44
Advocacy Wealth Management Services
Georgia
$309K
AWA
45
Acorn Wealth Advisors
Michigan
$291K
FIC
46
Family Investment Center
Missouri
$243K
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$241K
LCGC
48
Legacy Capital Group California
California
$205K
Comerica Bank
49
Comerica Bank
Texas
$146K
EWM
50
Evolution Wealth Management
Florida
$98.7K