PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
47 hedge funds and large institutions have $496M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.
1,721% more capital inflows, than outflows
Capital inflows: $171M | Capital outflows: $9.4M
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
41.57% more ownership
Funds ownership: 85.62% → 127.18% (+42%)
15% more funds holding
Funds holding: 41 → 47 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$55.8M |
| 2 |
Meitav Investment House
Bene-Beraq,
Israel
|
+$24.9M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$18.9M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
-$7.46M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$670K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$529K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$285K |
| 5 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$246K |
LONZ Hedge Fund Activity: Q3 2024 in Review
47 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q3 2024, worth a combined $496M — up 48% from $334M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LONZ positions and 4 closed out — a net gain of 8 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $55.8M. The largest seller was 49 Wealth Management, exiting entirely with an estimated $7.46M sold.
- 47 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q3 2024, up from 41 in Q2 2024.
- Funds reported $496M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q3 2024, up 48% quarter-over-quarter.
- 12 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q3 2024 and 4 closed out, a net change of +8 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q3 2024 was Allianz Asset Management, an estimated $55.8M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q3 2024 was 49 Wealth Management, an estimated $7.46M sold.
Based on aggregated 13F filings for Q3 2024.