PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
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.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
18% more funds holding
Funds holding: 34 → 40 (+6)
9% more capital invested
Capital invested by funds: $478M → $520M (+$42.3M)
3.86% more ownership
Funds ownership: 95.15% → 99.02% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$24.1M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.12M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$4.6M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.75M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.46M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.15M |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$1.58M |
| 4 |
Jane Street
New York
|
-$361K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$329K |
PMBS Hedge Fund Activity: Q2 2025 in Review
40 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q2 2025, worth a combined $520M — up 8.8% from $478M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PMBS positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $24.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.46M.
- 40 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q2 2025, up from 34 in Q1 2025.
- Funds reported $520M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q2 2025, up 8.8% quarter-over-quarter.
- 8 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q2 2025 and 2 closed out, a net change of +6 holders.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q2 2025 was Allianz Asset Management, an estimated $24.1M added.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q2 2025 was Commonwealth Equity Services, an estimated $3.46M sold.
Based on aggregated 13F filings for Q2 2025.