PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
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.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
9% more capital invested
Capital invested by funds: $746M → $816M (+$69.8M)
1% more funds holding
Funds holding: 80 → 81 (+1)
2.69% less ownership
Funds ownership: 89.51% → 86.82% (-2.7%)
10% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$76M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$31.7M |
| 3 |
VIA
Vickerman Investment Advisors
Spokane,
Washington
|
+$9.27M |
| 4 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$7.76M |
| 5 |
LSA
L & S Advisors
Los Angeles,
California
|
+$6.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$24.9M |
| 2 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$16.5M |
| 3 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
-$10.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.4M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.58M |
LONZ Hedge Fund Activity: Q1 2025 in Review
81 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q1 2025, worth a combined $816M — up 9.4% from $746M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new LONZ positions and 12 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $76M. The largest seller was Meitav Investment House, exiting entirely with an estimated $24.9M sold.
- 81 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q1 2025, up from 80 in Q4 2024.
- Funds reported $816M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q1 2025, up 9.4% quarter-over-quarter.
- 15 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q1 2025 and 12 closed out, a net change of +3 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q1 2025 was Allianz Asset Management, an estimated $76M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q1 2025 was Meitav Investment House, an estimated $24.9M sold.
Based on aggregated 13F filings for Q1 2025.