PIMCO Senior Loan and Short-Term Active ETF
LONZ
41 hedge funds and large institutions have $334M invested in PIMCO Senior Loan and Short-Term Active ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 0 closing their positions.
1,971% more capital inflows, than outflows
Capital inflows: $66.5M | Capital outflows: $3.21M
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
52% more funds holding
Funds holding: 27 → 41 (+14)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.21% less ownership
Funds ownership: 85.83% → 85.62% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$29.8M |
| 2 |
Inspire Advisors
Meridian,
Idaho
|
+$7.76M |
| 3 |
49 Wealth Management
Austin,
Texas
|
+$7.49M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.05M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ocean Park Asset Management
Santa Monica,
California
|
-$2.31M |
| 2 |
LPL Financial
San Diego,
California
|
-$523K |
| 3 |
Jane Street
New York
|
-$174K |
| 4 |
Transform Wealth
Greenwood Village,
Colorado
|
-$72K |
| 5 |
LAM
LifePro Asset Management
San Diego,
California
|
-$58.1K |
LONZ Hedge Fund Activity: Q2 2024 in Review
41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan and Short-Term Active ETF (LONZ) for Q2 2024, worth a combined $334M — up 23% from $271M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LONZ positions and 0 closed out — a net gain of 14 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $29.8M. The largest seller was Ocean Park Asset Management, cutting an estimated $2.31M.
- 41 institutional investors held PIMCO Senior Loan and Short-Term Active ETF (LONZ) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $334M of PIMCO Senior Loan and Short-Term Active ETF stock for Q2 2024, up 23% quarter-over-quarter.
- 14 funds opened new PIMCO Senior Loan and Short-Term Active ETF positions in Q2 2024 and 0 closed out, a net change of +14 holders.
- The largest PIMCO Senior Loan and Short-Term Active ETF buyer in Q2 2024 was Allianz Asset Management, an estimated $29.8M added.
- The largest PIMCO Senior Loan and Short-Term Active ETF seller in Q2 2024 was Ocean Park Asset Management, an estimated $2.31M sold.
Based on aggregated 13F filings for Q2 2024.