PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
60 hedge funds and large institutions have $605M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 26 closing their positions.
4.97% less ownership
Funds ownership: 86.84% → 81.87% (-5%)
26% less capital invested
Capital invested by funds: $816M → $605M (-$210M)
26% less funds holding
Funds holding: 81 → 60 (-21)
50% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 30
73% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 26
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$7.58M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$6.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.47M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.45M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$105M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$31.5M |
| 3 |
KAM
Kensington Asset Management
Austin,
Texas
|
-$21.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.11M |
LONZ Hedge Fund Activity: Q2 2025 in Review
60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q2 2025, worth a combined $605M — down 26% from $816M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of LONZ and 7 opened new positions — a net loss of 19 holders — while 30 trimmed existing stakes and 15 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $7.58M. The largest seller was Allianz Asset Management, cutting an estimated $105M.
- 60 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q2 2025, down from 81 in Q1 2025.
- Funds reported $605M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q2 2025, down 26% quarter-over-quarter.
- 7 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q2 2025 and 26 closed out, a net change of -19 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q2 2025 was JP Morgan Chase, an estimated $7.58M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q2 2025 was Allianz Asset Management, an estimated $105M sold.
Based on aggregated 13F filings for Q2 2025.