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PIMCO Senior Loan Active Exchange-Traded Fund

63 hedge funds and large institutions have $361M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

6% less funds holding

Funds holding: 6763 (-4)

6.11% less ownership

Funds ownership: 81.41%75.3% (-6.1%)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

32% less capital invested

Capital invested by funds: $533M → $361M (-$172M)

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
9
Increased
24
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Evolution Wealth Management
Florida
$98.7K +$9.62K +190 +11%
GWM
52
Geneos Wealth Management
Colorado
$87.5K -$5.16K -102 -6%
LAS
53
Lloyd Advisory Services
Georgia
$86.3K +$86.9K +1,717 New
TWC
54
TD Waterhouse Canada
Ontario, Canada
$50.3K
Osaic Holdings
55
Osaic Holdings
Arizona
$36.3K
BCMIO
56
Beacon Capital Management Inc (Ohio)
Ohio
$34K +$25.9K +511 +308%
JWCA
57
J.W. Cole Advisors
Florida
$33K -$217K -4,294 -8%
Morgan Stanley
58
Morgan Stanley
New York
$12.6K +$6.88K +136 +118%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$10.5K -$147K -2,900 -93%
NA
60
Networth Advisors
Pennsylvania
$6.18K +$6.23K +123 New
EC
61
Elequin Capital
New York
$4.02K
ECA
62
Elevated Capital Advisors
Utah
$3.37K +$3.39K +67 New
EWA
63
EverSource Wealth Advisors
Alabama
$503
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
-$7.47M -146,248 Closed
CAM
65
CPA Asset Management
Florida
-$648K -12,697 Closed
HighTower Advisors
66
HighTower Advisors
Illinois
-$647K -12,675 Closed
PPW
67
Pasadena Private Wealth
California
-$476K -9,314 Closed
VIA
68
Vickerman Investment Advisors
Washington
-$317K -6,211 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$301K -5,887 Closed
AA
70
Armis Advisers
Georgia
-$202K -4,001 Closed
RPA
71
Redwood Park Advisors
California
-$100K -1,958 Closed
ASN
72
Advisory Services Network
Georgia
-$17.8K -348 Closed
FGAM
73
Financial Gravity Asset Management
Texas
-$12.7K -248 Closed
RFP
74
Root Financial Partners
California
-$5.11K -100 Closed
Wells Fargo
75
Wells Fargo
California
-$4.14K -81 Closed