PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

48 hedge funds and large institutions have $748M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$267M
OWM
2
Orgel Wealth Management
Wisconsin
$223M
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$77.3M
AWMS
4
Advocacy Wealth Management Services
Georgia
$66.5M
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25M
LPL Financial
6
LPL Financial
California
$11.9M
IWC
7
Integrated Wealth Concepts
Massachusetts
$11.2M
OIA
8
OneDigital Investment Advisors
Kansas
$10.7M
Raymond James Financial
9
Raymond James Financial
Florida
$8.04M
CA
10
Cresta Advisors
Texas
$7.62M
WANY
11
Wealthspire Advisors (New York)
New York
$6.5M
HCM
12
Hollencrest Capital Management
California
$3.63M
CW
13
CreativeOne Wealth
Kansas
$3.07M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.8M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.61M
PFG
16
PAX Financial Group
Texas
$2.52M
NA
17
NewEdge Advisors
Louisiana
$2.25M
EFS
18
Essex Financial Services
Connecticut
$1.88M
GM
19
GeoWealth Management
Illinois
$1.72M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.66M
WI
21
WBI Investments
New Jersey
$1.5M
BWM
22
BAM Wealth Management
Colorado
$1.03M
MWM
23
Maridea Wealth Management
New York
$900K
AWA
24
Authentikos Wealth Advisory
California
$870K
PMWMG
25
Parr McKnight Wealth Management Group
Minnesota
$835K