PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
8 hedge funds and large institutions have $53.2M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and 4 closing their positions.
129% more capital invested
Capital invested by funds: $23.2M → $53.2M (+$29.9M)
100% more funds holding
Funds holding: 4 → 8 (+4)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
16.08% more ownership
Funds ownership: 35.87% → 51.96% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$41.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.97M |
| 3 |
Jane Street
New York
|
+$1.13M |
| 4 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$879K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$489K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$9.54M |
| 2 |
JP Morgan Chase
New York
|
-$6.68M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.11M |
| 4 |
Morgan Stanley
New York
|
-$2.9M |
LONZ Hedge Fund Activity: Q3 2022 in Review
8 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q3 2022, worth a combined $53.2M — up 129% from $23.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LONZ positions and 4 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $41.2M. The largest seller was Barclays, exiting entirely with an estimated $9.54M sold.
- 8 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q3 2022, up from 4 in Q2 2022.
- Funds reported $53.2M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q3 2022, up 129% quarter-over-quarter.
- 8 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q3 2022 and 4 closed out, a net change of +4 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q3 2022 was Advocacy Wealth Management Services, an estimated $41.2M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q3 2022 was Barclays, an estimated $9.54M sold.
Based on aggregated 13F filings for Q3 2022.