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PIMCO Senior Loan Active Exchange-Traded Fund
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80 hedge funds and large institutions have $746M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

70% more funds holding

Funds holding: 47 → 80 (+33)

50% more capital invested

Capital invested by funds: $496M → $746M (+$250M)

3.75% more ownership

Funds ownership: 85.77% → 89.51% (+3.7%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
80
Holders Change
+33
Holders Change %
+70.21%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
26
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$118M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$43.6M
3
Wells Fargo
Wells Fargo
California
+$21.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.1M
5
KAM
Kensington Asset Management
Texas
+$11.9M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$10.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.28M
3
FS
Ferguson Shapiro
Georgia
-$2.48M
4
Jane Street
Jane Street
New York
-$1.91M
5
FIC
Family Investment Center
Missouri
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
76
Quest 10 Wealth Builders
Virginia
$29.2K +$29.3K +572 New
FGC
77
Financial Gravity Companies
Texas
$15.6K – – –
FHA
78
First Horizon Advisors
Tennessee
$12.8K +$12.8K +250 New
Morgan Stanley
79
Morgan Stanley
New York
$6.72K +$103 +2 +2%
US Bancorp
80
US Bancorp
Minnesota
$2.3K +$2.31K +45 New
EWA
81
EverSource Wealth Advisors
Alabama
$511 – – –
JP Morgan Chase
82
JP Morgan Chase
New York
– -$5.28M -103,261 Closed
Jane Street
83
Jane Street
New York
– -$1.91M -37,420 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$398K -7,776 Closed
SI
85
SimpliFi Inc
California
– -$267K -5,223 Closed
AWA
86
Authentikos Wealth Advisory
California
– -$30.3K -592 Closed
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