PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

98 hedge funds and large institutions have $1.06B invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.02M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.95M
GM
28
GeoWealth Management
Illinois
$2.94M
PMWMG
29
Parr McKnight Wealth Management Group
Minnesota
$2.93M
RA
30
RFG Advisory
Alabama
$2.51M
TF
31
Trek Financial
Arizona
$1.8M
AIM
32
Avity Investment Management
Connecticut
$1.66M
BWM
33
BAM Wealth Management
Colorado
$1.5M
SFS
34
Security Financial Services
Indiana
$1.39M
SPWM
35
Smith Partners Wealth Management
North Carolina
$1.36M
WANY
36
Wealthspire Advisors (New York)
New York
$1.35M
FM
37
Foster & Motley
Ohio
$1.33M
FSWA
38
Financial Synergies Wealth Advisors
Texas
$1.26M
TWD
39
True Wealth Design
Ohio
$1.2M
DC
40
Davenport & Co
Virginia
$1.15M
P
41
&Partners
Tennessee
$1.14M
BWMG
42
Barnes Wealth Management Group
California
$963K
KAS
43
Kestra Advisory Services
Texas
$957K
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$923K
MMA
45
Miracle Mile Advisors
California
$843K
WAOI
46
Wealth Advisors of Iowa
Iowa
$835K
UCFA
47
United Capital Financial Advisors
Texas
$802K
WWA
48
WCG Wealth Advisors
Nevada
$696K
TFA
49
Tranquilli Financial Advisor
New Jersey
$667K
WCG
50
Weaver Consulting Group
California
$640K