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PIMCO Senior Loan Active Exchange-Traded Fund

63 hedge funds and large institutions have $282M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.14% more ownership

Funds ownership: 75.3%75.44% (+0.14%)

0% more funds holding

Funds holding: 6363 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

22% less capital invested

Capital invested by funds: $361M → $282M (-$78.7M)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
24
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
26
Clear Creek Financial Management
Washington
$1.11M -$7.98K -160 -0.7%
NGA
27
Naples Global Advisors
Florida
$998K +$110K +2,210 +12%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$944K -$16.5K -331 -2%
UBS Group
29
UBS Group
Switzerland
$923K +$86.9K +1,743 +10%
CBA
30
Coastal Bridge Advisors
Connecticut
$805K +$174K +3,498 +27%
Jane Street
31
Jane Street
New York
$796K -$1.78M -35,622 -69%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$760K +$253K +5,076 +49%
BI
33
Beckerman Institutional
New Jersey
$684K +$12.1K +243 +2%
GWP
34
Gateway Wealth Partners
Wisconsin
$668K +$674K +13,518 New
AWM
35
AE Wealth Management
Kansas
$590K -$208K -4,174 -26%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$583K -$557K -11,175 -49%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$552K -$5.61M -112,413 -91%
BFWM
38
Bright Futures Wealth Management
New York
$547K +$27.8K +558 +5%
TAM
39
Titleist Asset Management
Texas
$518K -$60.4K -1,211 -10%
TA
40
Tactive Advisors
Florida
$434K +$93.6K +1,877 +27%
VA
41
VestGen Advisors
Illinois
$406K -$68.8K -1,380 -14%
OMC
42
Old Mission Capital
Illinois
$399K +$66.2K +1,328 +20%
HI
43
Harbour Investments
Wisconsin
$286K -$35.5K -711 -11%
AWA
44
Acorn Wealth Advisors
Michigan
$283K -$2.59K -52 -0.9%
PAG
45
Private Advisor Group
New Jersey
$263K +$266K +5,332 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$237K -$227K -4,559 -49%
AWMS
47
Advocacy Wealth Management Services
Georgia
$236K -$68.1K -1,365 -22%
FIC
48
Family Investment Center
Missouri
$201K -$37.6K -754 -16%
EWM
49
Evolution Wealth Management
Florida
$175K +$78.4K +1,573 +80%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$143K +$145K +2,904 New