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PIMCO Senior Loan Active Exchange-Traded Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 24 (+2)

48% more capital invested

Capital invested by funds: $334M → $496M (+$162M)

15% more funds holding

Funds holding: 4147 (+6)

0.15% more ownership

Funds ownership: 85.62%85.77% (+0.15%)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
23
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$221M +$55.8M +1,093,600 +34%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$66.5M +$13.5M +264,818 +26%
AWMS
3
Advocacy Wealth Management Services
Georgia
$36.8M -$670K -13,140 -2%
MIH
4
Meitav Investment House
Israel
$25M +$24.9M +488,000 New
FS
5
Ferguson Shapiro
Georgia
$19M +$18.9M +371,365 New
FIC
6
Family Investment Center
Missouri
$14M +$3.43M +67,307 +33%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$13.9M +$6.94M +136,161 +101%
LPL Financial
8
LPL Financial
California
$13.3M +$11.6M +226,561 +661%
RWIA
9
Roger Wittlin Investment Advisory
California
$11.2M +$930K +18,230 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.93M +$1.55M +30,339 +21%
AI
11
Atria Investments
North Carolina
$8.61M +$8.58M +168,292 New
Mariner
12
Mariner
Kansas
$8.43M +$8.4M +164,784 New
IA
13
Inspire Advisors
Idaho
$7.97M +$210K +4,123 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.28M +$5.27M +103,261 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.92M +$1.2M +23,559 +32%
LAM
16
LifePro Asset Management
California
$4.66M +$287K +5,630 +7%
TW
17
Transform Wealth
Colorado
$2.31M +$1.13M +22,097 +96%
JWCA
18
J.W. Cole Advisors
Florida
$2.07M +$927K +18,172 +81%
Jane Street
19
Jane Street
New York
$1.91M +$367K +7,200 +24%
WGC
20
Watts Gwilliam & Co
Arizona
$1.83M +$1.83M +35,887 New
KAM
21
Kensington Asset Management
Texas
$1.72M +$1.71M +33,476 New
LSA
22
L & S Advisors
California
$1.53M +$335K +6,568 +28%
OPAM
23
Ocean Park Asset Management
California
$1.52M
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$1.52M +$584K +11,451 +63%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$1.47M -$45.9K -900 -3%