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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
+$7.69M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$6.53M
3
LPL Financial
LPL Financial
California
+$2.51M
4
JWCA
J.W. Cole Advisors
Florida
+$2.49M
5
AWMS
Advocacy Wealth Management Services
Georgia
+$2.4M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$107M
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
-$8.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
76
Visionary Wealth Advisors
Illinois
– -$221K -4,388 Closed
KAS
77
Kestra Advisory Services
Texas
– -$221K -4,379 Closed
FCM
78
Fourpath Capital Management
Oklahoma
– -$213K -4,224 Closed
OMC
79
Old Mission Capital
Illinois
– -$212K -4,216 Closed
PTC
80
Private Trust Company
Ohio
– -$200K -3,969 Closed
RCM
81
Raleigh Capital Management
North Carolina
– -$153K -3,028 Closed
MFS
82
Mattson Financial Services
Michigan
– -$76K -1,509 Closed
BFS
83
Burkett Financial Services
South Carolina
– -$20K -396 Closed
FHA
84
First Horizon Advisors
Tennessee
– -$12.6K -250 Closed
EB
85
Eastern Bank
Massachusetts
– -$2.62K -52 Closed
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