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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.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.68%
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 Market Value Shares Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$221M 4,323,800 +1,093,600 +34%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$66.5M 1,299,907 +264,818 +26%
AWMS
3
Advocacy Wealth Management Services
Georgia
$36.8M 718,799 -13,140 -2%
MIH
4
Meitav Investment House
Israel
$25M 488,000 +488,000 New
FS
5
Ferguson Shapiro
Georgia
$19M 371,365 +371,365 New
FIC
6
Family Investment Center
Missouri
$14M 274,206 +67,307 +33%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$13.9M 271,338 +136,161 +101%
LPL Financial
8
LPL Financial
California
$13.3M 260,850 +226,561 +661%
RWIA
9
Roger Wittlin Investment Advisory
California
$11.2M 219,205 +18,230 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.93M 174,680 +30,339 +21%
AI
11
Atria Investments
North Carolina
$8.61M 168,292 +168,292 New
Mariner
12
Mariner
Kansas
$8.43M 164,784 +164,784 New
IA
13
Inspire Advisors
Idaho
$7.97M 155,874 +4,123 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.28M 103,261 +103,261 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.92M 96,246 +23,559 +32%
LAM
16
LifePro Asset Management
California
$4.66M 91,042 +5,630 +7%
TW
17
Transform Wealth
Colorado
$2.31M 45,198 +22,097 +96%
JWCA
18
J.W. Cole Advisors
Florida
$2.07M 40,567 +18,172 +81%
Jane Street
19
Jane Street
New York
$1.91M 37,420 +7,200 +24%
WGC
20
Watts Gwilliam & Co
Arizona
$1.83M 35,887 +35,887 New
KAM
21
Kensington Asset Management
Texas
$1.72M 33,476 +33,476 New
LSA
22
L & S Advisors
California
$1.53M 29,927 +6,568 +28%
OPAM
23
Ocean Park Asset Management
California
$1.52M 29,700
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$1.52M 29,642 +11,451 +63%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$1.47M 28,830 -900 -3%