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PIMCO Senior Loan Active Exchange-Traded Fund

29 hedge funds and large institutions have $232M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
13
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$108M 2,129,700 +550,200 +35%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$47.3M 937,416 +110,959 +13%
AWMS
3
Advocacy Wealth Management Services
Georgia
$33.9M 670,901 +149,100 +29%
RWIA
4
Roger Wittlin Investment Advisory
California
$8.2M 162,423 +3,302 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.17M 161,766 +16,318 +11%
LAM
6
LifePro Asset Management
California
$3.96M 78,416 +9,754 +14%
OPAM
7
Ocean Park Asset Management
California
$3.78M 74,800
LPL Financial
8
LPL Financial
California
$2.64M 52,353 -5,219 -9%
Jane Street
9
Jane Street
New York
$2.48M 49,119 -29,619 -38%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.47M 48,915 +7,995 +20%
TW
11
Transform Wealth
Colorado
$1.64M 32,333 -111,254 -77%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.5M 29,730 -1,100 -4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.38M 27,815 +27,815 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.34M 26,540 -147,806 -85%
HH
15
Hilltop Holdings
Texas
$1.15M 22,859 +450 +2%
JWCA
16
J.W. Cole Advisors
Florida
$715K 14,162 +791 +6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$639K 12,664 +12,388 +4,488%
Osaic Holdings
18
Osaic Holdings
Arizona
$600K 11,894 -118,296 -91%
OMC
19
Old Mission Capital
Illinois
$596K 11,803 +11,803 New
NGA
20
Naples Global Advisors
Florida
$467K 9,200 +3,825 +71%
AAG
21
Armstrong Advisory Group
Massachusetts
$427K 8,461 +8,461 New
AWA
22
Acorn Wealth Advisors
Michigan
$269K 5,330 +1,042 +24%
Citadel Advisors
23
Citadel Advisors
Florida
$252K 4,999 +4,999 New
CAN
24
Cetera Advisor Networks
California
$239K 4,725 -4,208 -47%
FTUS
25
Flow Traders U.S.
New York
$218K 4,316