PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
28 hedge funds and large institutions have $202M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.
423% more capital invested
Capital invested by funds: $38.6M → $202M (+$163M)
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
52.06% more ownership
Funds ownership: 39.23% → 91.29% (+52%)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
8% more funds holding
Funds holding: 26 → 28 (+2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$139M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$6.47M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.56M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.47M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.22M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$744K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$736K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$391K |
| 5 |
SC
Sierra Capital
Miami,
Florida
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $21.3K | +$21.7K | +445 | New |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$3.12K | +64 | +68% |
|
|
AWM
28
AllSquare Wealth Management
Albany,
New York
| $766 | – | – | – |
|
|
29
Prudential Financial
Newark,
New Jersey
| – | -$744K | -14,913 | Closed |
|
|
HGERS
30
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$23K | -466 | Closed |
|
31
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$20.7K | -415 | Closed |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.1K | -22 | Closed |
|
PMBS Hedge Fund Activity: Q4 2024 in Review
28 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q4 2024, worth a combined $202M — up 423% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PMBS positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Orgel Wealth Management, opening a new position worth an estimated $139M. The largest seller was Envestnet Asset Management, cutting an estimated $5.22M.
- 28 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q4 2024, up from 26 in Q3 2024.
- Funds reported $202M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q4 2024, up 423% quarter-over-quarter.
- 6 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q4 2024 was Orgel Wealth Management, an estimated $139M added.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q4 2024 was Envestnet Asset Management, an estimated $5.22M sold.
Based on aggregated 13F filings for Q4 2024.