PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
14 hedge funds and large institutions have $76.8M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
10% more capital invested
Capital invested by funds: $69.6M → $76.8M (+$7.23M)
8% more funds holding
Funds holding: 13 → 14 (+1)
1.8% more ownership
Funds ownership: 55.74% → 57.54% (+1.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.14M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$2.95M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.96M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$596K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWIA
Roger Wittlin Investment Advisory
San Francisco,
California
|
-$2.27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.11M |
| 3 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$1.11M |
| 4 |
RVPG
Relative Value Partners Group
|
-$200K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$56.7K |
LONZ Hedge Fund Activity: Q1 2023 in Review
14 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q1 2023, worth a combined $76.8M — up 10% from $69.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LONZ positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $5.14M. The largest seller was Roger Wittlin Investment Advisory, cutting an estimated $2.27M.
- 14 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q1 2023, up from 13 in Q4 2022.
- Funds reported $76.8M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q1 2023, up 10% quarter-over-quarter.
- 4 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q1 2023 was Jane Street, an estimated $5.14M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q1 2023 was Roger Wittlin Investment Advisory, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2023.