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PIMCO Senior Loan Active Exchange-Traded Fund

80 hedge funds and large institutions have $746M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

680% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 5

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

70% more funds holding

Funds holding: 4780 (+33)

50% more capital invested

Capital invested by funds: $496M → $746M (+$250M)

3.75% more ownership

Funds ownership: 85.77%89.51% (+3.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
80
Holders Change
+33
Holders Change %
+70.21%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
39
Increased
26
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$339M +$118M +2,310,725 +53%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$66.9M +$446K +8,692 +0.7%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$43.4M +$43.6M +850,000 New
AWMS
4
Advocacy Wealth Management Services
Georgia
$37.3M +$544K +10,604 +1%
MIH
5
Meitav Investment House
Israel
$24.9M
Wells Fargo
6
Wells Fargo
California
$21.6M +$21.7M +423,135 New
FS
7
Ferguson Shapiro
Georgia
$16.5M -$2.48M -48,435 -13%
LPL Financial
8
LPL Financial
California
$15.7M +$2.39M +46,629 +18%
AI
9
Atria Investments
North Carolina
$15.3M +$6.75M +131,594 +78%
RWIA
10
Roger Wittlin Investment Advisory
California
$14.5M +$3.35M +65,367 +30%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.9M +$13.1M +254,547 +1,410%
KAM
12
Kensington Asset Management
Texas
$13.6M +$11.9M +232,000 +693%
FIC
13
Family Investment Center
Missouri
$12.2M -$1.81M -35,305 -13%
Mariner
14
Mariner
Kansas
$10.7M +$2.33M +45,499 +28%
TW
15
Transform Wealth
Colorado
$10.5M +$8.15M +159,005 +352%
AIM
16
Astor Investment Management
Illinois
$9.73M +$9.76M +190,329 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.26M -$668K -13,026 -7%
IA
18
Inspire Advisors
Idaho
$8.19M +$225K +4,379 +3%
LSA
19
L & S Advisors
California
$7.05M +$5.54M +107,975 +361%
GI
20
Gradient Investments
Minnesota
$6.82M +$6.84M +133,502 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.03M +$111K +2,167 +2%
IAA
22
Independent Advisor Alliance
North Carolina
$4.58M +$4.6M +89,693 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3.55M -$10.4M -201,873 -74%
LCGC
24
Legacy Capital Group California
California
$2.59M +$2.6M +50,687 New
EFG
25
Elm3 Financial Group
Georgia
$2.57M +$2.58M +50,339 New