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PIMCO Senior Loan Active Exchange-Traded Fund

27 hedge funds and large institutions have $271M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
12
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$135M 2,647,600 +517,900 +24%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$48.8M 953,438 +16,022 +2%
AWMS
3
Advocacy Wealth Management Services
Georgia
$37.4M 730,857 +59,956 +9%
RWIA
4
Roger Wittlin Investment Advisory
California
$8.48M 165,826 +3,403 +2%
FIC
5
Family Investment Center
Missouri
$7.83M 153,029 +153,029 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.3M 123,191 -38,575 -24%
LAM
7
LifePro Asset Management
California
$4.43M 86,548 +8,132 +10%
OPAM
8
Ocean Park Asset Management
California
$3.83M 74,800
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.56M 69,681 +20,766 +42%
LPL Financial
10
LPL Financial
California
$2.28M 44,517 -7,836 -15%
Jane Street
11
Jane Street
New York
$1.72M 33,623 -15,496 -32%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.52M 29,730
TW
13
Transform Wealth
Colorado
$1.25M 24,508 -7,825 -24%
HH
14
Hilltop Holdings
Texas
$1.23M 24,035 +1,176 +5%
JWCA
15
J.W. Cole Advisors
Florida
$1.12M 21,975 +7,813 +55%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$935K 18,270 -8,270 -31%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$862K 16,852 +4,188 +33%
Osaic Holdings
18
Osaic Holdings
Arizona
$778K 15,211 +3,317 +28%
NGA
19
Naples Global Advisors
Florida
$523K 10,225 +1,025 +11%
MAWAG
20
Mid-American Wealth Advisory Group
Missouri
$481K 9,398 +9,398 New
AAG
21
Armstrong Advisory Group
Massachusetts
$427K 8,461
TAM
22
Titleist Asset Management
Texas
$351K 6,868 +6,868 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$302K 5,908 +5,908 New
SI
24
SimpliFi Inc
California
$291K 5,691 +5,691 New
AWA
25
Acorn Wealth Advisors
Michigan
$283K 5,526 +196 +4%