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PIMCO Senior Loan Active Exchange-Traded Fund
LONZ

60 hedge funds and large institutions have $605M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.97% less ownership

Funds ownership: 86.84% → 81.87% (-5%)

26% less capital invested

Capital invested by funds: $816M → $605M (-$210M)

26% less funds holding

Funds holding: 81 → 60 (-21)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

73% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 26

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
60
Holders Change
-21
Holders Change %
-25.93%
% 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
15
Reduced
30
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$7.58M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$6.44M
3
LPL Financial
LPL Financial
California
+$2.47M
4
JWCA
J.W. Cole Advisors
Florida
+$2.45M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$105M
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
-$8.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Axxcess Wealth Management
California
– -$233K -4,625 Closed
VWA
77
Visionary Wealth Advisors
Illinois
– -$221K -4,388 Closed
KAS
78
Kestra Advisory Services
Texas
– -$221K -4,379 Closed
FCM
79
Fourpath Capital Management
Oklahoma
– -$213K -4,224 Closed
OMC
80
Old Mission Capital
Illinois
– -$212K -4,216 Closed
PTC
81
Private Trust Company
Ohio
– -$200K -3,969 Closed
RCM
82
Raleigh Capital Management
North Carolina
– -$153K -3,028 Closed
MFS
83
Mattson Financial Services
Michigan
– -$76K -1,509 Closed
Q1WB
84
Quest 10 Wealth Builders
Virginia
– -$22.2K -441 Closed
BFS
85
Burkett Financial Services
South Carolina
– -$20K -396 Closed
FHA
86
First Horizon Advisors
Tennessee
– -$12.6K -250 Closed
EB
87
Eastern Bank
Massachusetts
– -$2.62K -52 Closed
1 2 3
4

LONZ Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q2 2025, worth a combined $605M — down 26% from $816M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of LONZ and 7 opened new positions — a net loss of 19 holders — while 30 trimmed existing stakes and 15 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $7.58M. The largest seller was Allianz Asset Management, cutting an estimated $105M.

  • 60 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q2 2025, down from 81 in Q1 2025.
  • Funds reported $605M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q2 2025, down 26% quarter-over-quarter.
  • 7 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q2 2025 and 26 closed out, a net change of -19 holders.
  • The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q2 2025 was JP Morgan Chase, an estimated $7.58M added.
  • The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q2 2025 was Allianz Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2025.