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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$97.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$76.6M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.9M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$11M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$6.57M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$613K |
| 4 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
-$606K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$556K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $695 | -$152K | -3,086 | -100% |
|
|
SIA
52
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$6.57M | -134,360 | Closed |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$1.19M | -24,352 | Closed |
|
|
54
Wells Fargo
San Francisco,
California
| – | -$613K | -12,505 | Closed |
|
|
PWM
55
Prosperity Wealth Management
San Ramon,
California
| – | -$606K | -12,363 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$556K | -11,340 | Closed |
|
57
Goldman Sachs
New York
| – | -$420K | -8,565 | Closed |
|
58
US Bancorp
Minneapolis,
Minnesota
| – | -$21.8K | -445 | Closed |
|
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.