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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

99 hedge funds and large institutions have $1.08B invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

282% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 11

39% more funds holding

Funds holding: 7199 (+28)

16% more capital invested

Capital invested by funds: $926M → $1.08B (+$149M)

3.45% more ownership

Funds ownership: 96.59%100.04% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
99
Holders Change
+28
Holders Change %
+39.44%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
42
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
26
Krilogy Financial
Missouri
$3.61M +$3.62M +72,410 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.95M +$208K +4,171 +8%
GM
28
GeoWealth Management
Illinois
$2.94M +$557K +11,143 +23%
PMWMG
29
Parr McKnight Wealth Management Group
Minnesota
$2.93M +$1.56M +31,268 +113%
RA
30
RFG Advisory
Alabama
$2.51M +$1.8M +35,993 +247%
TF
31
Trek Financial
Arizona
$1.8M +$862K +17,235 +90%
AIM
32
Avity Investment Management
Connecticut
$1.66M +$1.67M +33,400 New
BWM
33
BAM Wealth Management
Colorado
$1.5M +$146K +2,920 +11%
SFS
34
Security Financial Services
Indiana
$1.39M +$408K +8,158 +41%
SPWM
35
Smith Partners Wealth Management
North Carolina
$1.36M +$521K +10,417 +62%
WANY
36
Wealthspire Advisors (New York)
New York
$1.35M -$1.89M -37,842 -58%
FM
37
Foster & Motley
Ohio
$1.33M +$1.34M +26,825 New
FSWA
38
Financial Synergies Wealth Advisors
Texas
$1.26M +$342K +6,849 +37%
TWD
39
True Wealth Design
Ohio
$1.2M +$1.21M +24,135 New
DC
40
Davenport & Co
Virginia
$1.15M +$718K +14,369 +162%
P
41
&Partners
Tennessee
$1.14M +$1.15M +23,029 New
BWMG
42
Barnes Wealth Management Group
California
$963K +$280K +5,606 +41%
KAS
43
Kestra Advisory Services
Texas
$957K +$780K +15,596 +422%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$923K +$682K +13,644 +275%
MMA
45
Miracle Mile Advisors
California
$843K +$130K +2,596 +18%
WAOI
46
Wealth Advisors of Iowa
Iowa
$835K +$841K +16,833 New
UCFA
47
United Capital Financial Advisors
Texas
$802K +$809K +16,185 New
WWA
48
WCG Wealth Advisors
Nevada
$696K +$200 +4 +0%
TFA
49
Tranquilli Financial Advisor
New Jersey
$667K +$672K +13,439 New
WCG
50
Weaver Consulting Group
California
$640K