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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.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.67% less ownership

Funds ownership: 89.51%86.84% (-2.7%)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
81
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$410M
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68M
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$42.8M
AWMS
4
Advocacy Wealth Management Services
Georgia
$39.9M
HWM
5
Horizon Wealth Management
Illinois
$31.5M
KAM
6
Kensington Asset Management
Texas
$21.1M
LPL Financial
7
LPL Financial
California
$16.1M
Wells Fargo
8
Wells Fargo
California
$15M
RWIA
9
Roger Wittlin Investment Advisory
California
$14.7M
AI
10
Atria Investments
North Carolina
$13.9M
LSA
11
L & S Advisors
California
$13.7M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.3M
IA
13
Inspire Advisors
Idaho
$10.2M
TW
14
Transform Wealth
Colorado
$9.75M
Mariner
15
Mariner
Kansas
$9.5M
VIA
16
Vickerman Investment Advisors
Washington
$9.2M
GI
17
Gradient Investments
Minnesota
$7.21M
AIM
18
Astor Investment Management
Illinois
$7.09M
OPAM
19
Ocean Park Asset Management
California
$6.4M
Goldman Sachs
20
Goldman Sachs
New York
$5.54M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.67M
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4.4M
SW
24
Simplicity Wealth
New Jersey
$3.49M
MAWAG
25
Mid-American Wealth Advisory Group
Missouri
$2.93M