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PIMCO Senior Loan Active Exchange-Traded Fund

81 hedge funds and large institutions have $816M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
27
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$410M 8,130,059 +1,495,534 +23%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68M 1,350,282 +41,683 +3%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$42.8M 850,000
AWMS
4
Advocacy Wealth Management Services
Georgia
$39.9M 792,503 +63,100 +9%
HWM
5
Horizon Wealth Management
Illinois
$31.5M 625,006 +625,006 New
KAM
6
Kensington Asset Management
Texas
$21.1M 418,184 +152,708 +58%
LPL Financial
7
LPL Financial
California
$16.1M 320,076 +12,597 +4%
Wells Fargo
8
Wells Fargo
California
$15M 297,169 -125,966 -30%
RWIA
9
Roger Wittlin Investment Advisory
California
$14.7M 291,126 +6,554 +2%
AI
10
Atria Investments
North Carolina
$13.9M 275,768 -24,118 -8%
LSA
11
L & S Advisors
California
$13.7M 271,091 +133,189 +97%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.3M 243,336 -29,264 -11%
IA
13
Inspire Advisors
Idaho
$10.2M 202,984 +42,731 +27%
TW
14
Transform Wealth
Colorado
$9.75M 193,456 -10,747 -5%
Mariner
15
Mariner
Kansas
$9.5M 188,610 -21,673 -10%
VIA
16
Vickerman Investment Advisors
Washington
$9.2M 182,553 +182,553 New
GI
17
Gradient Investments
Minnesota
$7.21M 143,006 +9,504 +7%
AIM
18
Astor Investment Management
Illinois
$7.09M 140,713 -49,616 -26%
OPAM
19
Ocean Park Asset Management
California
$6.4M 127,100 +97,400 +328%
Goldman Sachs
20
Goldman Sachs
New York
$5.54M 110,042 +110,042 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5M 99,296 +883 +0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.67M 92,710 -68,944 -43%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4.4M 87,368 +17,903 +26%
SW
24
Simplicity Wealth
New Jersey
$3.49M 69,327 +69,327 New
MAWAG
25
Mid-American Wealth Advisory Group
Missouri
$2.93M 58,074 +11,281 +24%