PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
63 hedge funds and large institutions have $361M invested in PIMCO Senior Loan Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
6% less funds holding
Funds holding: 67 → 63 (-4)
6.11% less ownership
Funds ownership: 81.41% → 75.3% (-6.1%)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
32% less capital invested
Capital invested by funds: $533M → $361M (-$172M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$7.92M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$5.93M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.23M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$2.02M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$61.1M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$60.1M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$43.8M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$10.1M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$7.47M |
LONZ Hedge Fund Activity: Q4 2025 in Review
63 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) for Q4 2025, worth a combined $361M — down 32% from $533M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of LONZ and 9 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 24 added.
The largest buyer was Goldman Sachs, adding an estimated $7.92M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $61.1M.
- 63 institutional investors held PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) as of Q4 2025, down from 67 in Q3 2025.
- Funds reported $361M of PIMCO Senior Loan Active Exchange-Traded Fund stock for Q4 2025, down 32% quarter-over-quarter.
- 9 funds opened new PIMCO Senior Loan Active Exchange-Traded Fund positions in Q4 2025 and 12 closed out, a net change of -3 holders.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund buyer in Q4 2025 was Goldman Sachs, an estimated $7.92M added.
- The largest PIMCO Senior Loan Active Exchange-Traded Fund seller in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $61.1M sold.
Based on aggregated 13F filings for Q4 2025.