We are live on ! Find out more
LONZ icon

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

33% more funds holding in top 10

Funds holding in top 10: 34 (+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 (+$70M)

1% more funds holding

Funds holding: 8081 (+1)

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
+1
Holders Change %
+1.25%
% of All Funds
1.09%
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 Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$410M +$76M +1,495,534 +23%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$68M +$2.12M +41,683 +3%
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 +$3.21M +63,100 +9%
HWM
5
Horizon Wealth Management
Illinois
$31.5M +$31.7M +625,006 New
KAM
6
Kensington Asset Management
Texas
$21.1M +$7.76M +152,708 +58%
LPL Financial
7
LPL Financial
California
$16.1M +$640K +12,597 +4%
Wells Fargo
8
Wells Fargo
California
$15M -$6.4M -125,966 -30%
RWIA
9
Roger Wittlin Investment Advisory
California
$14.7M +$333K +6,554 +2%
AI
10
Atria Investments
North Carolina
$13.9M -$1.23M -24,118 -8%
LSA
11
L & S Advisors
California
$13.7M +$6.77M +133,189 +97%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$12.3M -$1.49M -29,264 -11%
IA
13
Inspire Advisors
Idaho
$10.2M +$2.17M +42,731 +27%
TW
14
Transform Wealth
Colorado
$9.75M -$546K -10,747 -5%
Mariner
15
Mariner
Kansas
$9.5M -$1.1M -21,673 -10%
VIA
16
Vickerman Investment Advisors
Washington
$9.2M +$9.27M +182,553 New
GI
17
Gradient Investments
Minnesota
$7.21M +$483K +9,504 +7%
AIM
18
Astor Investment Management
Illinois
$7.09M -$2.52M -49,616 -26%
OPAM
19
Ocean Park Asset Management
California
$6.4M +$4.95M +97,400 +328%
Goldman Sachs
20
Goldman Sachs
New York
$5.54M +$5.59M +110,042 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5M +$44.9K +883 +0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.67M -$3.5M -68,944 -43%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4.4M +$909K +17,903 +26%
SW
24
Simplicity Wealth
New Jersey
$3.49M +$3.52M +69,327 New
MAWAG
25
Mid-American Wealth Advisory Group
Missouri
$2.93M +$573K +11,281 +24%