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PIMCO Senior Loan Active Exchange-Traded Fund

80 hedge funds and large institutions have $746M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

70% more funds holding

Funds holding: 4780 (+33)

50% more capital invested

Capital invested by funds: $496M → $746M (+$250M)

3.75% more ownership

Funds ownership: 85.77%89.51% (+3.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
80
Holders Change
+33
Holders Change %
+70.21%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
26
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
51
Davenport & Co
Virginia
$351K +$352K +6,866 New
AWA
52
Acorn Wealth Advisors
Michigan
$338K -$2.15K -42 -0.6%
AWM
53
Axxcess Wealth Management
California
$324K +$325K +6,348 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$320K +$321K +6,256 New
KAS
55
Kestra Advisory Services
Texas
$307K +$308K +6,008 New
SPC
56
Sigma Planning Corp
Michigan
$302K +$303K +5,901 New
IA
57
IFG Advisory
Georgia
$300K +$301K +5,872 New
Comerica Bank
58
Comerica Bank
Texas
$297K
FCM
59
Fourpath Capital Management
Oklahoma
$288K +$289K +5,632 New
HBS
60
Howard Bailey Securities
Indiana
$259K +$260K +5,074 New
UBS Group
61
UBS Group
Switzerland
$249K +$109K +2,135 +78%
AA
62
Armis Advisers
Georgia
$248K +$248K +4,846 New
LAS
63
Lloyd Advisory Services
Georgia
$240K +$241K +4,694 New
VWA
64
Visionary Wealth Advisors
Illinois
$224K +$225K +4,388 New
Raymond James Financial
65
Raymond James Financial
Florida
$222K +$223K +4,341 New
P
66
&Partners
Tennessee
$211K +$212K +4,133 New
TW
67
TrinityPoint Wealth
Connecticut
$210K +$210K +4,101 New
RCM
68
Raleigh Capital Management
North Carolina
$206K +$207K +4,036 New
HNB
69
Huntington National Bank
Ohio
$205K
GWM
70
Geneos Wealth Management
Colorado
$144K +$145K +2,823 New
RPA
71
Redwood Park Advisors
California
$88.1K +$88.4K +1,724 New
NWWA
72
New Wave Wealth Advisors
Arkansas
$79.5K +$79.8K +1,556 New
TWC
73
TD Waterhouse Canada
Ontario, Canada
$51.1K
KIM
74
Kestra Investment Management
Texas
$46.3K +$46.5K +907 New
Osaic Holdings
75
Osaic Holdings
Arizona
$38.6K -$430K -8,387 -92%