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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.

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 Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$49.8M 997,385 +48,529 +5%
Allianz Asset Management
2
Allianz Asset Management
Germany
$18.8M 377,300 +377,300 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.39M 188,215 -14,339 -7%
RWIA
4
Roger Wittlin Investment Advisory
California
$7.77M 155,753 +3,516 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.25M 145,311 +145,311 New
Jane Street
6
Jane Street
New York
$5.7M 114,284 +3,326 +3%
TW
7
Transform Wealth
Colorado
$5M 100,130 +100,130 New
AI
8
Atria Investments
North Carolina
$3.6M 72,181 +72,181 New
Mariner
9
Mariner
Kansas
$3.54M 70,908 +70,908 New
LAM
10
LifePro Asset Management
California
$2.39M 47,986 +36,741 +327%
Bank of America
11
Bank of America
North Carolina
$2M 40,000 +40,000 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.9M 37,996 +20,085 +112%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$1.54M 30,830 +20,080 +187%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.19M 23,750 +22,813 +2,435%
HH
15
Hilltop Holdings
Texas
$1.08M 21,582 +1,430 +7%
CAN
16
Cetera Advisor Networks
California
$444K 8,892 +8,892 New
AWM
17
AE Wealth Management
Kansas
$330K 6,620 +6,620 New
LPL Financial
18
LPL Financial
California
$310K 6,203 +6,203 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$279K 5,583 +5,583 New
NGA
20
Naples Global Advisors
Florida
$256K 5,125
CA
21
Cetera Advisors
Colorado
$238K 4,772 +4,772 New
TWC
22
TD Waterhouse Canada
Ontario, Canada
$24.8K 500 +500 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2K 41 -39,412 -100%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$749 15
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-21,314 Closed