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PIMCO Senior Loan Active Exchange-Traded Fund

67 hedge funds and large institutions have $533M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

12% more funds holding

Funds holding: 6067 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 81.87%81.41% (-0.46%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

12% less capital invested

Capital invested by funds: $605M → $533M (-$72.6M)

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
23
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
51
Huntington National Bank
Ohio
$253K
LCGC
52
Legacy Capital Group California
California
$238K -$102 -2 -0%
AA
53
Armis Advisers
Georgia
$202K -$43K -845 -17%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$159K +$158K +3,108 New
RPA
55
Redwood Park Advisors
California
$100K
GWM
56
Geneos Wealth Management
Colorado
$94.1K -$37.9K -745 -29%
EWM
57
Evolution Wealth Management
Florida
$90.5K +$90.3K +1,773 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$52.7K +$52.5K +1,031 New
TWC
59
TD Waterhouse Canada
Ontario, Canada
$50.7K
Osaic Holdings
60
Osaic Holdings
Arizona
$36.8K -$11.8K -231 -24%
ASN
61
Advisory Services Network
Georgia
$17.8K +$17.7K +348 New
FGAM
62
Financial Gravity Asset Management
Texas
$12.7K +$12.6K +248 New
BCMIO
63
Beacon Capital Management Inc (Ohio)
Ohio
$8.48K +$8.45K +166 New
Morgan Stanley
64
Morgan Stanley
New York
$5.88K -$51 -1 -0.9%
RFP
65
Root Financial Partners
California
$5.11K +$5.09K +100 New
Wells Fargo
66
Wells Fargo
California
$4.14K +$4.13K +81 New
EC
67
Elequin Capital
New York
$4.09K
EWA
68
EverSource Wealth Advisors
Alabama
$511
JP Morgan Chase
69
JP Morgan Chase
New York
-$7.69M -150,716 Closed
HF
70
HRT Financial
New York
-$205K -4,033 Closed
Raymond James Financial
71
Raymond James Financial
Florida
-$140K -2,749 Closed
SPIA
72
Steward Partners Investment Advisory
New York
-$10.2K -200 Closed