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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
LFWA
51
LiftPoint Family Wealth Advisors
New Jersey
$276K +$277K +5,563 New
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$247K +$247K +4,969 New
CRFG
53
Columbia River Financial Group
Washington
$245K +$245K +4,921 New
ESB
54
Essex Savings Bank
Connecticut
$209K +$209K +4,201 New
SIM
55
Studio Investment Management
Illinois
$203K +$203K +4,075 New
KAS
56
Kestra Advisory Services
Texas
$184K +$184K +3,700 New
RDFA
57
Ritter Daniher Financial Advisory
Ohio
$112K +$112K +2,250 New
TCM
58
TD Capital Management
Tennessee
$92.6K +$35.7K +718 +63%
Morgan Stanley
59
Morgan Stanley
New York
$53.8K -$18.6K -373 -26%
Osaic Holdings
60
Osaic Holdings
Arizona
$43.3K -$133K -2,677 -75%
IA
61
IFP Advisors
Florida
$27.3K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$22.8K +$22.8K +459 New
JP Morgan Chase
63
JP Morgan Chase
New York
$21.6K +$20.9K +421 +3,007%
CIAS
64
Capital Investment Advisory Services
North Carolina
$20.9K +$20.9K +420 New
SWP
65
Strategic Wealth Partners
Ohio
$13.8K -$129K -2,602 -90%
FFA
66
Farther Finance Advisors
California
$10.4K +$3.63K +73 +54%
MCM
67
MAI Capital Management
Ohio
$8.15K – – –
RFA
68
Register Financial Advisors
Georgia
$4.17K +$4.18K +84 New
UBS Group
69
UBS Group
Switzerland
$3.43K – – –
AWM
70
AE Wealth Management
Kansas
$845 +$846 +17 New
Citigroup
71
Citigroup
New York
$497 +$498 +10 New
MI
72
Motiv8 Investments
Florida
$15 +$14.7K +295 New
AWA
73
Authentikos Wealth Advisory
California
– -$870K -17,522 Closed
AAS
74
Ameritas Advisory Services
Nebraska
– -$52.4K -1,054 Closed
EWM
75
Evolution Wealth Management
Florida
– -$3.23K -65 Closed
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.