PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
1% less capital invested
Capital invested by funds: $236M → $232M (-$3.5M)
6% less funds holding
Funds holding: 31 → 29 (-2)
17.74% less ownership
Funds ownership: 105.47% → 87.73% (-18%)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$27.6M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$7.48M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.56M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.39M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$818K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.41M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$6.86M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$6.78M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$6.77M |
LONZ Hedge Fund Activity: Q4 2023 in Review
29 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q4 2023, worth a combined $232M — down 1.5% from $236M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LONZ and 7 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 13 added.
The largest buyer was Allianz Asset Management, adding an estimated $27.6M. The largest seller was Evoke Wealth, exiting entirely with an estimated $8M sold.
- 29 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q4 2023, down from 31 in Q3 2023.
- Funds reported $232M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q4 2023, down 1.5% quarter-over-quarter.
- 7 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q4 2023 and 9 closed out, a net change of -2 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q4 2023 was Allianz Asset Management, an estimated $27.6M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q4 2023 was Evoke Wealth, an estimated $8M sold.
Based on aggregated 13F filings for Q4 2023.