PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
34 hedge funds and large institutions have $478M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
137% more capital invested
Capital invested by funds: $202M → $478M (+$276M)
21% more funds holding
Funds holding: 28 → 34 (+6)
3.86% more ownership
Funds ownership: 91.29% → 95.15% (+3.9%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$139M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$71.3M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$58.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.59M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$14.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$905K |
| 3 |
CA
Cresta Advisors
Laredo,
Texas
|
-$902K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$358K |
| 5 |
EW
Element Wealth
Ridgeland,
Mississippi
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Truist Financial
Charlotte,
North Carolina
| $246K | -$18.8K | -388 | -7% |
|
27
Cetera Investment Advisers
Schaumburg,
Illinois
| $227K | -$4.55K | -94 | -2% |
|
28
Morgan Stanley
New York
| $81.4K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $41.4K | +$18.8K | +389 | +85% |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $27K | +$339 | +7 | +1% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $27K | – | – | – |
|
|
NA
32
NewEdge Advisors
New Orleans,
Louisiana
| $23.8K | – | – | – |
|
33
US Bancorp
Minneapolis,
Minnesota
| $21.8K | – | – | – |
|
34
UBS Group
Zurich,
Switzerland
| $3.39K | -$95.9K | -1,983 | -97% |
|
|
AWM
35
AllSquare Wealth Management
Albany,
New York
| $785 | – | – | – |
|
|
36
MML Investors Services
Springfield,
Massachusetts
| – | -$905K | -18,913 | Closed |
|
|
EW
37
Element Wealth
Ridgeland,
Mississippi
| – | -$139K | -2,895 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$22.3K | -467 | Closed |
|
39
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$8K | -158 | Closed |
|
PMBS Hedge Fund Activity: Q1 2025 in Review
34 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q1 2025, worth a combined $478M — up 137% from $202M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PMBS positions and 4 closed out — a net gain of 6 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $139M. The largest seller was Raymond James Financial, cutting an estimated $14.2M.
- 34 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $478M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q1 2025, up 137% quarter-over-quarter.
- 10 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q1 2025 and 4 closed out, a net change of +6 holders.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q1 2025 was Allianz Asset Management, an estimated $139M added.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q1 2025 was Raymond James Financial, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2025.