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PIMCO Senior Loan Active Exchange-Traded Fund
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Overview Fund Activity

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.

Holders
80
Holders Change
+33
Holders Change %
+70.21%
% of All Funds
1.07%
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
–

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$339M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$43.4M
3
Wells Fargo
3
Wells Fargo
California
$21.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.9M
5
KAM
5
Kensington Asset Management
Texas
$13.6M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$3.55M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
FS
3
Ferguson Shapiro
Georgia
$16.5M
4
Jane Street
4
Jane Street
New York
$0
5
FIC
5
Family Investment Center
Missouri
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$351K 6,866 +6,866 New
AWA
52
Acorn Wealth Advisors
Michigan
$338K 6,607 -42 -0.6%
AWM
53
Axxcess Wealth Management
California
$324K 6,348 +6,348 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$320K 6,256 +6,256 New
KAS
55
Kestra Advisory Services
Texas
$307K 6,008 +6,008 New
SPC
56
Sigma Planning Corp
Michigan
$302K 5,901 +5,901 New
IA
57
IFG Advisory
Georgia
$300K 5,872 +5,872 New
Comerica Bank
58
Comerica Bank
Texas
$297K 5,806 – –
FCM
59
Fourpath Capital Management
Oklahoma
$288K 5,632 +5,632 New
HBS
60
Howard Bailey Securities
Indiana
$259K 5,074 +5,074 New
UBS Group
61
UBS Group
Switzerland
$249K 4,878 +2,135 +78%
AA
62
Armis Advisers
Georgia
$248K 4,846 +4,846 New
LAS
63
Lloyd Advisory Services
Georgia
$240K 4,694 +4,694 New
VWA
64
Visionary Wealth Advisors
Illinois
$224K 4,388 +4,388 New
Raymond James Financial
65
Raymond James Financial
Florida
$222K 4,341 +4,341 New
P
66
&Partners
Tennessee
$211K 4,133 +4,133 New
TW
67
TrinityPoint Wealth
Connecticut
$210K 4,101 +4,101 New
RCM
68
Raleigh Capital Management
North Carolina
$206K 4,036 +4,036 New
HNB
69
Huntington National Bank
Ohio
– – – –
GWM
70
Geneos Wealth Management
Colorado
$144K 2,823 +2,823 New
RPA
71
Redwood Park Advisors
California
$88.1K 1,724 +1,724 New
NWWA
72
New Wave Wealth Advisors
Arkansas
$79.5K 1,556 +1,556 New
TWC
73
TD Waterhouse Canada
Ontario, Canada
$51.1K 1,000 – –
KIM
74
Kestra Investment Management
Texas
$46.3K 907 +907 New
Osaic Holdings
75
Osaic Holdings
Arizona
$38.6K 755 -8,387 -92%
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