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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS

50 hedge funds and large institutions have $748M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

44% more capital invested

Capital invested by funds: $520M → $748M (+$228M)

25% more funds holding

Funds holding: 40 → 50 (+10)

0.58% more ownership

Funds ownership: 99.02% → 99.6% (+0.58%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
22
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$97.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$76.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.9M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$11M
5
OWM
Orgel Wealth Management
Wisconsin
+$4.45M

Top Sellers

1
SIA
SkyView Investment Advisors
New Jersey
-$6.57M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
3
Wells Fargo
Wells Fargo
California
-$613K
4
PWM
Prosperity Wealth Management
California
-$606K
5
OMC
Old Mission Capital
Illinois
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
26
Barnes Wealth Management Group
California
$672K +$664K +13,523 New
MMA
27
Miracle Mile Advisors
California
$658K +$651K +13,259 New
WCG
28
Weaver Consulting Group
California
$641K +$2.46K +50 +0.4%
FSWA
29
Financial Synergies Wealth Advisors
Texas
$588K +$581K +11,836 New
MA
30
Mutual Advisors
Nebraska
$541K +$687 +14 +0.1%
SFS
31
Security Financial Services
Indiana
$495K +$489K +9,966 New
SC
32
Sierra Capital
Florida
$422K +$1.77K +36 +0.4%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$414K +$82.6K +1,682 +25%
DC
34
Davenport & Co
Virginia
$335K +$332K +6,753 New
MAM
35
Milestone Asset Management
Pennsylvania
$335K +$331K +6,739 New
HNB
36
Huntington National Bank
Ohio
$324K – – –
DCM
37
Donaldson Capital Management
Indiana
$286K +$282K +5,750 New
Truist Financial
38
Truist Financial
North Carolina
$266K +$53.5K +1,090 +26%
TF
39
Trek Financial
Arizona
$265K +$262K +5,329 New
Osaic Holdings
40
Osaic Holdings
Arizona
$176K +$60.2K +1,227 +53%
SWP
41
Strategic Wealth Partners
Ohio
$143K +$141K +2,879 New
Morgan Stanley
42
Morgan Stanley
New York
$72.3K -$9.97K -203 -12%
TCM
43
TD Capital Management
Tennessee
$56.9K +$56.3K +1,146 New
AAS
44
Ameritas Advisory Services
Nebraska
$52.4K +$51.8K +1,054 New
IA
45
IFP Advisors
Florida
$27.3K – – –
MCM
46
MAI Capital Management
Ohio
$8.14K +$8.05K +164 New
FFA
47
Farther Finance Advisors
California
$6.75K +$6.68K +136 New
UBS Group
48
UBS Group
Switzerland
$3.43K – – –
EWM
49
Evolution Wealth Management
Florida
$3.23K +$3.19K +65 New
AWM
50
AllSquare Wealth Management
New York
$795 – – –
1
2
3

PMBS Hedge Fund Activity: Q3 2025 in Review

50 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q3 2025, worth a combined $748M — up 44% from $520M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PMBS positions and 7 closed out — a net gain of 11 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $97.8M. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $6.57M sold.

  • 50 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q3 2025, up from 40 in Q2 2025.
  • Funds reported $748M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q3 2025, up 44% quarter-over-quarter.
  • 18 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q3 2025 and 7 closed out, a net change of +11 holders.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q3 2025 was Allianz Asset Management, an estimated $97.8M added.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q3 2025 was SkyView Investment Advisors, an estimated $6.57M sold.

Based on aggregated 13F filings for Q3 2025.