LONZ

Pimco Senior Loan Active ETF

-$78.3M

Net Activity

Institutions Holding

62

Popularity Rank

#5500

Avg Weight

0.27%

Total Value

$279.6M

Ownership Trend

62 institutions currently hold LONZ, with 32 net buyers and 33 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

33

Net Buying Institutions

32

Key Holders

Key Holders

Top 5 by Value

AA
Allianz Asset Management GmbH
$129.9M
LF
LPL Financial LLC
$21.7M
SO
State of New Jersey Common Pension Fund D
$19.8M
GS
Goldman Sachs Group INC
$16.6M
FW
Flatrock Wealth Partners LLC
$11.0M

Top 5 by Conviction

FW
Flatrock Wealth Partners LLC
4.93%
RW
Roger Wittlin Investment Advisory, LLC
2.75%
CA
Cordoba Advisory Partners LLC
2.30%
MW
Mid-American Wealth Advisory Group, Inc.
1.99%
EF
Elm3 Financial Group, LLC
0.95%
View all 62 holding institutions

Quarterly Activity

Recent Activity

+$97.6M

Total Buy Value

$294.1M

Total Sell Value

New buy8
Trim26
Add24
Sold out7

32

Net Buyers

33

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PIMCO SENIOR LOAN ACTIVE ETF (LONZ)?
Major stakeholders currently include Allianz Asset Management GmbH ($129.9M), LPL Financial LLC ($21.7M), State of New Jersey Common Pension Fund D ($19.8M). Based on the latest 13F filings, there are a total of 62 tracked investment funds and institutions maintaining positions in LONZ.
What is the overall institutional sentiment toward LONZ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $78.3M, driven by 32 managers accumulating shares while 33 reduced their exposure.
Which institutions have been selling or reducing their LONZ positions?
In the latest period, 26 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $294.1M.
Are there any notable investors adding LONZ to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 24 existing holders added to their shares. The total reported buy value for the quarter amounted to $97.6M.

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