PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
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.
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: 14 → 24 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$18.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.17M |
| 3 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$4.94M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.56M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.95M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$708K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$594K |
LONZ Hedge Fund Activity: Q2 2023 in Review
24 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q2 2023, worth a combined $123M — up 60% from $76.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LONZ positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $18.6M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $1.95M.
- 24 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q2 2023, up from 14 in Q1 2023.
- Funds reported $123M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q2 2023, up 60% quarter-over-quarter.
- 12 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q2 2023 and 2 closed out, a net change of +10 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q2 2023 was Allianz Asset Management, an estimated $18.6M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q2 2023 was Carson Wealth (CWM LLC), an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2023.