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PIMCO Senior Loan Active Exchange-Traded Fund

81 hedge funds and large institutions have $816M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
27
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$354K
GWM
52
Geneos Wealth Management
Colorado
$337K +$195K +3,871 +137%
AWA
53
Acorn Wealth Advisors
Michigan
$322K -$11.1K -220 -3%
IA
54
IFG Advisory
Georgia
$313K +$17.3K +344 +6%
Comerica Bank
55
Comerica Bank
Texas
$293K
SPC
56
Sigma Planning Corp
Michigan
$289K -$8.77K -174 -3%
UBS Group
57
UBS Group
Switzerland
$277K +$31.3K +622 +13%
CCFM
58
Clear Creek Financial Management
Washington
$271K +$271K +5,384 New
ASN
59
Advisory Services Network
Georgia
$263K -$84.7K -1,680 -24%
DC
60
Davenport & Co
Virginia
$262K -$83.7K -1,661 -24%
AA
61
Armis Advisers
Georgia
$244K
Bank of New York Mellon
62
Bank of New York Mellon
New York
$234K -$81.6K -1,620 -26%
AWM
63
Axxcess Wealth Management
California
$233K -$86.8K -1,723 -27%
VWA
64
Visionary Wealth Advisors
Illinois
$221K
KAS
65
Kestra Advisory Services
Texas
$221K -$82.1K -1,629 -27%
FCM
66
Fourpath Capital Management
Oklahoma
$213K -$70.9K -1,408 -25%
OMC
67
Old Mission Capital
Illinois
$212K +$212K +4,216 New
Raymond James Financial
68
Raymond James Financial
Florida
$206K -$12.3K -245 -6%
HNB
69
Huntington National Bank
Ohio
$205K -$205K
PTC
70
Private Trust Company
Ohio
$200K +$200K +3,969 New
RCM
71
Raleigh Capital Management
North Carolina
$153K -$50.8K -1,008 -25%
RPA
72
Redwood Park Advisors
California
$98.7K +$11.8K +234 +14%
MFS
73
Mattson Financial Services
Michigan
$76K +$76K +1,509 New
TWC
74
TD Waterhouse Canada
Ontario, Canada
$50.2K
Q1WB
75
Quest 10 Wealth Builders
Virginia
$22.2K -$6.6K -131 -23%