PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

70 hedge funds and large institutions have $926M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$350M
OWM
2
Orgel Wealth Management
Wisconsin
$235M
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$80M
AWMS
4
Advocacy Wealth Management Services
Georgia
$63.6M
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$26.2M
MFS
6
McNamara Financial Services
Massachusetts
$21.6M
OIA
7
OneDigital Investment Advisors
Kansas
$21M
LPL Financial
8
LPL Financial
California
$14.7M
APW
9
Alliance Private Wealth
Massachusetts
$14.2M
IWC
10
Integrated Wealth Concepts
Massachusetts
$11.9M
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$10.2M
Raymond James Financial
12
Raymond James Financial
Florida
$8.62M
CA
13
Cresta Advisors
Texas
$7.87M
NA
14
NewEdge Advisors
Louisiana
$5.54M
CW
15
CreativeOne Wealth
Kansas
$4.47M
EFS
16
Essex Financial Services
Connecticut
$3.94M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.78M
HCM
18
Hollencrest Capital Management
California
$3.63M
WANY
19
Wealthspire Advisors (New York)
New York
$3.23M
PFG
20
PAX Financial Group
Texas
$3.11M
EFS
21
Econ Financial Services
Pennsylvania
$2.78M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.75M
WF
23
Wayfinding Financial
Washington
$2.73M
GM
24
GeoWealth Management
Illinois
$2.4M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.12M