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PIMCO Senior Loan Active Exchange-Traded Fund

24 hedge funds and large institutions have $123M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

71% more funds holding

Funds holding: 1424 (+10)

60% more capital invested

Capital invested by funds: $76.8M → $123M (+$46M)

16.6% more ownership

Funds ownership: 57.54%74.14% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1
Advocacy Wealth Management Services
Georgia
$49.8M +$2.4M +48,529 +5%
Allianz Asset Management
2
Allianz Asset Management
Germany
$18.8M +$18.6M +377,300 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.39M -$708K -14,339 -7%
RWIA
4
Roger Wittlin Investment Advisory
California
$7.77M +$174K +3,516 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.25M +$7.17M +145,311 New
Jane Street
6
Jane Street
New York
$5.7M +$164K +3,326 +3%
TW
7
Transform Wealth
Colorado
$5M +$4.94M +100,130 New
AI
8
Atria Investments
North Carolina
$3.6M +$3.56M +72,181 New
Mariner
9
Mariner
Kansas
$3.54M +$3.5M +70,908 New
LAM
10
LifePro Asset Management
California
$2.39M +$1.81M +36,741 +327%
Bank of America
11
Bank of America
North Carolina
$2M +$1.98M +40,000 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.9M +$992K +20,085 +112%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.54M +$991K +20,080 +187%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.19M +$1.13M +22,813 +2,435%
HH
15
Hilltop Holdings
Texas
$1.08M +$70.6K +1,430 +7%
CAN
16
Cetera Advisor Networks
California
$444K +$439K +8,892 New
AWM
17
AE Wealth Management
Kansas
$330K +$327K +6,620 New
LPL Financial
18
LPL Financial
California
$310K +$306K +6,203 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$279K +$276K +5,583 New
NGA
20
Naples Global Advisors
Florida
$256K
CA
21
Cetera Advisors
Colorado
$238K +$236K +4,772 New
TWC
22
TD Waterhouse Canada
Ontario, Canada
$24.8K +$24.7K +500 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.95M -39,412 -100%
JP Morgan Chase
24
JP Morgan Chase
New York
$749
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$1.05M -21,314 Closed