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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.

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
1
JPMorgan Chase & Co
New York
$7.69M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$6.53M
3
LPL Financial
3
LPL Financial
California
$18.8M
4
JWCA
4
J.W. Cole Advisors
Florida
$2.49M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$42.8M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$308M
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
KAM
3
Kensington Asset Management
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
– – -4,388 Closed
KAS
77
Kestra Advisory Services
Texas
– – -4,379 Closed
FCM
78
Fourpath Capital Management
Oklahoma
– – -4,224 Closed
OMC
79
Old Mission Capital
Illinois
– – -4,216 Closed
PTC
80
Private Trust Company
Ohio
– – -3,969 Closed
RCM
81
Raleigh Capital Management
North Carolina
– – -3,028 Closed
MFS
82
Mattson Financial Services
Michigan
– – -1,509 Closed
BFS
83
Burkett Financial Services
South Carolina
– – -396 Closed
FHA
84
First Horizon Advisors
Tennessee
– – -250 Closed
EB
85
Eastern Bank
Massachusetts
– – -52 Closed
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