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PIMCO Senior Loan Active Exchange-Traded Fund

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.

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$79.4M 1,579,500 +1,202,200 +319%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$41.6M 826,457 +826,457 New
AWMS
3
Advocacy Wealth Management Services
Georgia
$26.2M 521,801 -475,584 -48%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.77M 174,346 +29,035 +20%
RWIA
5
Roger Wittlin Investment Advisory
California
$8M 159,121 +3,368 +2%
EW
6
Evoke Wealth
California
$8M 159,121 +159,121 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.32M 145,448 -42,767 -23%
TW
8
Transform Wealth
Colorado
$7.22M 143,587 +43,457 +43%
AI
9
Atria Investments
North Carolina
$6.86M 136,347 +64,166 +89%
SMM
10
Stadion Money Management
Georgia
$6.78M 134,863 +134,863 New
Mariner
11
Mariner
Kansas
$6.77M 134,556 +63,648 +90%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.55M 130,190 +106,440 +448%
Jane Street
13
Jane Street
New York
$3.96M 78,738 -35,546 -31%
OPAM
14
Ocean Park Asset Management
California
$3.76M 74,800 +74,800 New
LAM
15
LifePro Asset Management
California
$3.45M 68,662 +20,676 +43%
LPL Financial
16
LPL Financial
California
$2.9M 57,572 +51,369 +828%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.06M 40,920 +2,924 +8%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$1.55M 30,830
HH
19
Hilltop Holdings
Texas
$1.13M 22,409 +827 +4%
JWCA
20
J.W. Cole Advisors
Florida
$673K 13,371 +13,371 New
PF
21
Parker Financial
Washington
$530K 10,532 +10,532 New
CAN
22
Cetera Advisor Networks
California
$449K 8,933 +41 +0.5%
SPC
23
Sigma Planning Corp
Michigan
$293K 5,833 +5,833 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$290K 5,760 +5,745 +38,300%
NGA
25
Naples Global Advisors
Florida
$270K 5,375 +250 +5%