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PIMCO Senior Loan Active Exchange-Traded Fund
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Overview Fund Activity

41 hedge funds and large institutions have $334M invested in PIMCO Senior Loan Active Exchange-Traded Fund 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.

Holders
41
Holders Change
+14
Holders Change %
+51.85%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
16
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$165M
2
IA
2
Inspire Advisors
Idaho
$7.76M
3
4WM
3
49 Wealth Management
Texas
$7.46M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.92M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$53M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$1.52M
2
LPL Financial
2
LPL Financial
California
$1.75M
3
Jane Street
3
Jane Street
New York
$1.55M
4
TW
4
Transform Wealth
Colorado
$1.18M
5
LAM
5
LifePro Asset Management
California
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$165M 3,230,200 +582,600 +22%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$53M 1,035,089 +81,651 +9%
AWMS
3
Advocacy Wealth Management Services
Georgia
$37.4M 731,939 +1,082 +0.1%
FIC
4
Family Investment Center
Missouri
$10.6M 206,899 +53,870 +35%
RWIA
5
Roger Wittlin Investment Advisory
California
$10.3M 200,975 +35,149 +21%
IA
6
Inspire Advisors
Idaho
$7.76M 151,751 +151,751 New
4WM
7
49 Wealth Management
Texas
$7.46M 146,456 +146,456 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.38M 144,341 +21,150 +17%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.92M 135,177 +118,325 +702%
LAM
10
LifePro Asset Management
California
$4.37M 85,412 -1,136 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.72M 72,687 +3,006 +4%
LPL Financial
12
LPL Financial
California
$1.75M 34,289 -10,228 -23%
Jane Street
13
Jane Street
New York
$1.55M 30,220 -3,403 -10%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.52M 29,730 – –
OPAM
15
Ocean Park Asset Management
California
$1.52M 29,700 -45,100 -60%
HH
16
Hilltop Holdings
Texas
$1.23M 23,977 -58 -0.2%
LSA
17
L & S Advisors
California
$1.19M 23,359 +23,359 New
TW
18
Transform Wealth
Colorado
$1.18M 23,101 -1,407 -6%
JWCA
19
J.W. Cole Advisors
Florida
$1.15M 22,395 +420 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$998K 19,507 +4,296 +28%
MAWAG
21
Mid-American Wealth Advisory Group
Missouri
$931K 18,191 +8,793 +94%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$878K 17,171 -1,099 -6%
PPW
23
Pasadena Private Wealth
California
$868K 16,977 +16,977 New
AAG
24
Armstrong Advisory Group
Massachusetts
$711K 13,903 +5,442 +64%
NGA
25
Naples Global Advisors
Florida
$535K 10,450 +225 +2%
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