PMBS
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
3.86% more ownership
Funds ownership: 95.15% → 99.01% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
40
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$24.4M | |
| 2 | +$5.2M | |
| 3 | +$4.66M | |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.8M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$3.42M |
Top Sellers
| 1 | -$3.51M | |
| 2 | -$2.18M | |
| 3 | -$1.58M | |
| 4 |
Jane Street
New York
|
-$361K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
26
Old Mission Capital
Chicago,
Illinois
| $556K |
|
|||
|
MA
27
Mutual Advisors
Omaha,
Nebraska
| $527K |
|
|||
28
Goldman Sachs
New York
| $420K |
|
|||
|
SC
29
Sierra Capital
Miami,
Florida
| $415K |
|
|||
|
HNB
30
Huntington National Bank
Columbus,
Ohio
| $405K |
|
|||
|
BOC
31
Blue Oak Capital
Menlo Park,
California
| $399K |
|
|||
32
Cetera Investment Advisers
Schaumburg,
Illinois
| $326K |
|
|||
33
Truist Financial
Charlotte,
North Carolina
| $209K |
|
|||
34
JPMorgan Chase & Co
New York
| $152K |
|
|||
35
Osaic Holdings
Scottsdale,
Arizona
| $93.3K |
|
|||
36
Morgan Stanley
New York
| $81.4K |
|
|||
|
IA
37
IFP Advisors
Tampa,
Florida
| $27K |
|
|||
|
NA
38
NewEdge Advisors
New Orleans,
Louisiana
| $23.8K |
|
|||
39
US Bancorp
Minneapolis,
Minnesota
| $21.8K |
|
|||
40
UBS Group
Zurich,
Switzerland
| $3.38K |
|
|||
|
AWM
41
AllSquare Wealth Management
Albany,
New York
| $785 |
|
|||
|
USCWA
42
U.S. Capital Wealth Advisors
Austin,
Texas
| – |
|
|||
|
43
Jane Street
New York
| – |
|