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PIMCO Senior Loan Active Exchange-Traded Fund
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Overview Fund Activity

59 hedge funds and large institutions have $603M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 25 closing their positions.

Holders
59
Holders Change
-22
Holders Change %
-27.16%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
7
Increased
14
Reduced
30
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.69M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$6.53M
3
LPL Financial
3
LPL Financial
California
$18.8M
4
JWCA
4
J.W. Cole Advisors
Florida
$2.49M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$42.8M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$308M
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
KAM
3
Kensington Asset Management
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$132K 2,588 -4,106 -61%
RPA
52
Redwood Park Advisors
California
$99.8K 1,958 – –
TWC
53
TD Waterhouse Canada
Ontario, Canada
$50.8K 1,000 – –
Osaic Holdings
54
Osaic Holdings
Arizona
$48.6K 952 -6,424 -87%
FGC
55
Financial Gravity Companies
Texas
$14.4K 283 +283 New
SPIA
56
Steward Partners Investment Advisory
New York
$10.2K 200 -100 -33%
Morgan Stanley
57
Morgan Stanley
New York
$5.92K 116 -13 -10%
EC
58
Elequin Capital
New York
$4.08K 80 +80 New
AIM
59
Astor Investment Management
Illinois
$2.04K 40 -140,673 -100%
EWA
60
EverSource Wealth Advisors
Alabama
$510 10 – –
HWM
61
Horizon Wealth Management
Illinois
– – -625,006 Closed
KAM
62
Kensington Asset Management
Texas
– – -418,184 Closed
Wells Fargo
63
Wells Fargo
California
– – -297,169 Closed
SW
64
Simplicity Wealth
New Jersey
– – -69,327 Closed
DADC
65
D.A. Davidson & Co
Montana
– – -31,458 Closed
USCWA
66
U.S. Capital Wealth Advisors
Texas
– – -27,480 Closed
SWM
67
Seed Wealth Management
Illinois
– – -23,770 Closed
GM
68
GeoWealth Management
Illinois
– – -9,893 Closed
LCWP
69
Legacy Capital Wealth Partners
Arkansas
– – -8,303 Closed
CW
70
CreativeOne Wealth
Kansas
– – -7,966 Closed
SPC
71
Sigma Planning Corp
Michigan
– – -5,727 Closed
ASN
72
Advisory Services Network
Georgia
– – -5,216 Closed
DC
73
Davenport & Co
Virginia
– – -5,205 Closed
Bank of New York Mellon
74
Bank of New York Mellon
New York
– – -4,636 Closed
AWM
75
Axxcess Wealth Management
California
– – -4,625 Closed
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