PIMCO Senior Loan and Short-Term Active ETF
LONZ
13 hedge funds and large institutions have $69.6M invested in PIMCO Senior Loan and Short-Term Active ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,515% more capital inflows, than outflows
Capital inflows: $17.5M | Capital outflows: $1.08M
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more funds holding
Funds holding: 8 → 13 (+5)
3.79% more ownership
Funds ownership: 51.96% → 55.74% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWIA
Roger Wittlin Investment Advisory
San Francisco,
California
|
+$9.7M |
| 2 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$2.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.13M |
| 4 |
Hilltop Holdings
Dallas,
Texas
|
+$977K |
| 5 |
LAM
LifePro Asset Management
San Diego,
California
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$759K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$271K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$35K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$20K |
LONZ Hedge Fund Activity: Q4 2022 in Review
13 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan and Short-Term Active ETF (LONZ) for Q4 2022, worth a combined $69.6M — up 31% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LONZ positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Roger Wittlin Investment Advisory, opening a new position worth an estimated $9.7M. The largest seller was Jane Street, cutting an estimated $759K.
- 13 institutional investors held PIMCO Senior Loan and Short-Term Active ETF (LONZ) as of Q4 2022, up from 8 in Q3 2022.
- Funds reported $69.6M of PIMCO Senior Loan and Short-Term Active ETF stock for Q4 2022, up 31% quarter-over-quarter.
- 8 funds opened new PIMCO Senior Loan and Short-Term Active ETF positions in Q4 2022 and 3 closed out, a net change of +5 holders.
- The largest PIMCO Senior Loan and Short-Term Active ETF buyer in Q4 2022 was Roger Wittlin Investment Advisory, an estimated $9.7M added.
- The largest PIMCO Senior Loan and Short-Term Active ETF seller in Q4 2022 was Jane Street, an estimated $759K sold.
Based on aggregated 13F filings for Q4 2022.