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
WI
26
WBI Investments
New Jersey
$1.41M
SMA
27
Seven Mile Advisory
New Jersey
$1.4M
PMWMG
28
Parr McKnight Wealth Management Group
Minnesota
$1.38M
BWM
29
BAM Wealth Management
Colorado
$1.36M
Mariner
30
Mariner
Kansas
$1.06M
SFS
31
Security Financial Services
Indiana
$986K
TF
32
Trek Financial
Arizona
$950K
FSWA
33
Financial Synergies Wealth Advisors
Texas
$919K
MWM
34
Maridea Wealth Management
New York
$893K
SPWM
35
Smith Partners Wealth Management
North Carolina
$841K
RA
36
RFG Advisory
Alabama
$726K
MMA
37
Miracle Mile Advisors
California
$716K
WWA
38
WCG Wealth Advisors
Nevada
$698K
BWMG
39
Barnes Wealth Management Group
California
$686K
WCG
40
Weaver Consulting Group
California
$642K
Truist Financial
41
Truist Financial
North Carolina
$561K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$558K
MA
43
Mutual Advisors
Nebraska
$541K
FGA
44
Fortis Group Advisors
New Jersey
$539K
MAM
45
Milestone Asset Management
Pennsylvania
$484K
DC
46
Davenport & Co
Virginia
$441K
SC
47
Sierra Capital
Florida
$424K
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$316K
HNB
49
Huntington National Bank
Ohio
$286K
DCM
50
Donaldson Capital Management
Indiana
$286K