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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS

71 hedge funds and large institutions have $926M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

42% more funds holding

Funds holding: 50 → 71 (+21)

24% more capital invested

Capital invested by funds: $748M → $926M (+$178M)

3.01% less ownership

Funds ownership: 99.6% → 96.59% (-3%)

Holders
71
Holders Change
+21
Holders Change %
+42%
% of All Funds
0.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
32
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$83.1M
2
MFS
McNamara Financial Services
Massachusetts
+$21.7M
3
OWM
Orgel Wealth Management
Wisconsin
+$12.1M
4
OIA
OneDigital Investment Advisors
Kansas
+$10.3M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
-$3.28M
2
AWMS
Advocacy Wealth Management Services
Georgia
-$2.94M
3
AWA
Authentikos Wealth Advisory
California
-$870K
4
Osaic Holdings
Osaic Holdings
Arizona
-$133K
5
SWP
Strategic Wealth Partners
Ohio
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
26
WBI Investments
New Jersey
$1.41M -$96.4K -1,938 -6%
SMA
27
Seven Mile Advisory
New Jersey
$1.4M +$1.41M +28,272 New
PMWMG
28
Parr McKnight Wealth Management Group
Minnesota
$1.38M +$546K +10,963 +65%
BWM
29
BAM Wealth Management
Colorado
$1.36M +$321K +6,461 +31%
Mariner
30
Mariner
Kansas
$1.06M +$1.06M +21,400 New
SFS
31
Security Financial Services
Indiana
$986K +$492K +9,885 +99%
TF
32
Trek Financial
Arizona
$950K +$686K +13,781 +259%
FSWA
33
Financial Synergies Wealth Advisors
Texas
$919K +$331K +6,653 +56%
MWM
34
Maridea Wealth Management
New York
$893K -$1.89K -38 -0.2%
SPWM
35
Smith Partners Wealth Management
North Carolina
$841K +$842K +16,923 New
RA
36
RFG Advisory
Alabama
$726K +$727K +14,601 New
MMA
37
Miracle Mile Advisors
California
$716K +$57.1K +1,148 +9%
WWA
38
WCG Wealth Advisors
Nevada
$698K +$699K +14,038 New
BWMG
39
Barnes Wealth Management Group
California
$686K +$14.2K +285 +2%
WCG
40
Weaver Consulting Group
California
$642K – – –
Truist Financial
41
Truist Financial
North Carolina
$561K +$295K +5,937 +111%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$558K +$145K +2,906 +35%
MA
43
Mutual Advisors
Nebraska
$541K +$2.94K +59 +0.5%
FGA
44
Fortis Group Advisors
New Jersey
$539K +$536K +10,762 New
MAM
45
Milestone Asset Management
Pennsylvania
$484K +$149K +2,995 +44%
DC
46
Davenport & Co
Virginia
$441K +$106K +2,123 +31%
SC
47
Sierra Capital
Florida
$424K +$1.79K +36 +0.4%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$316K +$317K +6,363 New
HNB
49
Huntington National Bank
Ohio
$286K – – –
DCM
50
Donaldson Capital Management
Indiana
$286K – – –
1
2
3

PMBS Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q4 2025, worth a combined $926M — up 24% from $748M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PMBS positions and 3 closed out — a net gain of 22 holders — while 32 added to existing stakes and 8 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $83.1M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $3.28M.

  • 71 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q4 2025, up from 50 in Q3 2025.
  • Funds reported $926M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q4 2025, up 24% quarter-over-quarter.
  • 25 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q4 2025 and 3 closed out, a net change of +22 holders.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q4 2025 was Allianz Asset Management, an estimated $83.1M added.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q4 2025 was Wealthspire Advisors (New York), an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2025.