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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$7.69M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$6.53M
3
LPL Financial
LPL Financial
California
+$2.51M
4
JWCA
J.W. Cole Advisors
Florida
+$2.49M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$2.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$107M
2
HWM
Horizon Wealth Management
Illinois
-$31.5M
3
KAM
Kensington Asset Management
Texas
-$21.1M
4
Wells Fargo
Wells Fargo
California
-$15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$132K -$209K -4,106 -61%
RPA
52
Redwood Park Advisors
California
$99.8K – – –
TWC
53
TD Waterhouse Canada
Ontario, Canada
$50.8K – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$48.6K -$328K -6,424 -87%
FGC
55
Financial Gravity Companies
Texas
$14.4K +$14.4K +283 New
SPIA
56
Steward Partners Investment Advisory
New York
$10.2K -$5.1K -100 -33%
Morgan Stanley
57
Morgan Stanley
New York
$5.92K -$663 -13 -10%
EC
58
Elequin Capital
New York
$4.08K +$4.08K +80 New
AIM
59
Astor Investment Management
Illinois
$2.04K -$7.17M -140,673 -100%
EWA
60
EverSource Wealth Advisors
Alabama
$510 – – –
HWM
61
Horizon Wealth Management
Illinois
– -$31.5M -625,006 Closed
KAM
62
Kensington Asset Management
Texas
– -$21.1M -418,184 Closed
Wells Fargo
63
Wells Fargo
California
– -$15M -297,169 Closed
SW
64
Simplicity Wealth
New Jersey
– -$3.49M -69,327 Closed
DADC
65
D.A. Davidson & Co
Montana
– -$1.59M -31,458 Closed
USCWA
66
U.S. Capital Wealth Advisors
Texas
– -$1.38M -27,480 Closed
SWM
67
Seed Wealth Management
Illinois
– -$1.2M -23,770 Closed
GM
68
GeoWealth Management
Illinois
– -$498K -9,893 Closed
LCWP
69
Legacy Capital Wealth Partners
Arkansas
– -$418K -8,303 Closed
CW
70
CreativeOne Wealth
Kansas
– -$401K -7,966 Closed
SPC
71
Sigma Planning Corp
Michigan
– -$289K -5,727 Closed
ASN
72
Advisory Services Network
Georgia
– -$263K -5,216 Closed
DC
73
Davenport & Co
Virginia
– -$262K -5,205 Closed
Bank of New York Mellon
74
Bank of New York Mellon
New York
– -$234K -4,636 Closed
AWM
75
Axxcess Wealth Management
California
– -$233K -4,625 Closed
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