PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

40 hedge funds and large institutions have $520M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$3.51M
2 -$2.18M
3 -$1.58M
4
Jane Street
Jane Street
New York
-$361K
5
Citadel Advisors
Citadel Advisors
Florida
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$216M
Allianz Asset Management
2
Allianz Asset Management
Germany
$166M
AWMS
3
Advocacy Wealth Management Services
Georgia
$64.2M
LPL Financial
4
LPL Financial
California
$11.5M
Raymond James Financial
5
Raymond James Financial
Florida
$7.64M
WANY
6
Wealthspire Advisors (New York)
New York
$6.76M
CA
7
Cresta Advisors
Texas
$6.68M
OIA
8
OneDigital Investment Advisors
Kansas
$6.59M
SIA
9
SkyView Investment Advisors
New Jersey
$6.57M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.83M
HCM
11
Hollencrest Capital Management
California
$3.58M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.56M
CW
13
CreativeOne Wealth
Kansas
$2.37M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.72M
WI
15
WBI Investments
New Jersey
$1.7M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.41M
PFG
17
PAX Financial Group
Texas
$1.26M
EFS
18
Essex Financial Services
Connecticut
$1.24M
Citadel Advisors
19
Citadel Advisors
Florida
$1.19M
GM
20
GeoWealth Management
Illinois
$976K
MWM
21
Maridea Wealth Management
New York
$847K
AWA
22
Authentikos Wealth Advisory
California
$841K
WCG
23
Weaver Consulting Group
California
$631K
Wells Fargo
24
Wells Fargo
California
$613K
PWM
25
Prosperity Wealth Management
California
$606K