PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
31 hedge funds and large institutions have $236M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
92% more capital invested
Capital invested by funds: $123M → $236M (+$113M)
31.34% more ownership
Funds ownership: 74.14% → 105.47% (+31%)
29% more funds holding
Funds holding: 24 → 31 (+7)
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
|
+$60.2M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$41.4M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$7.96M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$6.75M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$23.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.14M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2M |
| 4 |
Jane Street
New York
|
-$1.78M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$330K |
LONZ Hedge Fund Activity: Q3 2023 in Review
31 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q3 2023, worth a combined $236M — up 92% from $123M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LONZ positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $60.2M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $23.8M.
- 31 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q3 2023, up from 24 in Q2 2023.
- Funds reported $236M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q3 2023, up 92% quarter-over-quarter.
- 10 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q3 2023 and 3 closed out, a net change of +7 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q3 2023 was Allianz Asset Management, an estimated $60.2M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q3 2023 was Advocacy Wealth Management Services, an estimated $23.8M sold.
Based on aggregated 13F filings for Q3 2023.