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PIMCO Senior Loan Active Exchange-Traded Fund

67 hedge funds and large institutions have $533M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

12% more funds holding

Funds holding: 6067 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 81.87%81.41% (-0.46%)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

12% less capital invested

Capital invested by funds: $605M → $533M (-$72.6M)

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
23
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$243M -$64.9M -1,275,200 -21%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M -$1.11M -21,813 -2%
AWMS
3
Advocacy Wealth Management Services
Georgia
$44.5M +$1.66M +32,594 +4%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$23M -$20.4M -400,000 -47%
LPL Financial
5
LPL Financial
California
$20.4M +$1.51M +29,719 +8%
RWIA
6
Roger Wittlin Investment Advisory
California
$11.9M -$952K -18,688 -7%
OPAM
7
Ocean Park Asset Management
California
$10.7M +$4.17M +81,800 +64%
IA
8
Inspire Advisors
Idaho
$10.5M -$205K -4,028 -2%
AI
9
Atria Investments
North Carolina
$8.51M +$386K +7,578 +5%
Mariner
10
Mariner
Kansas
$7.9M +$489K +9,606 +7%
GI
11
Gradient Investments
Minnesota
$7.51M +$143K +2,810 +2%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$7.47M +$927K +18,206 +14%
TRCT
13
Tower Research Capital (TRC)
New York
$7.02M +$7M +137,396 New
LSA
14
L & S Advisors
California
$6.68M +$178K +3,491 +3%
Jane Street
15
Jane Street
New York
$6.52M +$6.5M +127,724 New
MAWAG
16
Mid-American Wealth Advisory Group
Missouri
$4.5M +$398K +7,812 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.46M +$272K +5,334 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.35M -$560 -11 -0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.28M -$43.9K -863 -1%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$4.25M -$90.6K -1,780 -2%
JWCA
21
J.W. Cole Advisors
Florida
$2.77M +$272K +5,346 +11%
WGC
22
Watts Gwilliam & Co
Arizona
$2.73M -$160K -3,141 -6%
SW
23
Simplicity Wealth
New Jersey
$2.38M +$2.38M +46,657 New
EFG
24
Elm3 Financial Group
Georgia
$2.05M -$332K -6,522 -14%
ALC
25
Alexander Labrunerie & Co
Missouri
$1.83M +$194K +3,806 +12%