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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS

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: 71 → 99 (+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: 4 → 4 (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
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$64.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$36.9M
3
HI
Horizon Investments
North Carolina
+$15.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13M
5
OIA
OneDigital Investment Advisors
Kansas
+$9.15M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$35.5M
2
AWMS
Advocacy Wealth Management Services
Georgia
-$11M
3
WANY
Wealthspire Advisors (New York)
New York
-$1.89M
4
WI
WBI Investments
New Jersey
-$1.41M
5
SMA
Seven Mile Advisory
New Jersey
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
51
TBH Global Asset Management
Tennessee
$621K +$599K +11,979 New
MAM
52
Milestone Asset Management
Pennsylvania
$613K +$131K +2,616 +27%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$578K +$583K +11,662 New
MA
54
Mutual Advisors
Nebraska
$541K +$600 +12 +0.1%
Truist Financial
55
Truist Financial
North Carolina
$528K -$32K -640 -6%
FGA
56
Fortis Group Advisors
New Jersey
$461K -$73K -1,460 -14%
Osaic Holdings
57
Osaic Holdings
Arizona
$446K +$406K +8,122 +932%
SC
58
Sierra Capital
Florida
$425K +$1.65K +33 +0.4%
HNB
59
Huntington National Bank
Ohio
$403K – – –
WIP
60
WealthCare Investment Partners
Rhode Island
$389K +$392K +7,845 New
VIA
61
Vickerman Investment Advisors
Washington
$386K +$389K +7,779 New
Goldman Sachs
62
Goldman Sachs
New York
$376K +$378K +7,572 New
CWG
63
Crown Wealth Group
North Carolina
$373K +$376K +7,530 New
SAW
64
Signal Advisors Wealth
Michigan
$348K +$350K +7,008 New
Citadel Advisors
65
Citadel Advisors
Florida
$331K +$333K +6,664 New
GWP
66
Gateway Wealth Partners
Wisconsin
$326K +$329K +6,577 New
EWL
67
Emissary Wealth LLC
New Jersey
$315K +$318K +6,356 New
RPGK
68
Retirement Planning Group (Kansas)
Kansas
$306K +$308K +6,164 New
WKWM
69
Walter & Keenan Wealth Management
Indiana
$298K +$300K +6,000 New
FFS
70
Founders Financial Securities
Maryland
$297K +$299K +5,984 New
PJSIMP
71
P.J. Schmidt Investment Management (PJS)
Wisconsin
$294K +$296K +5,926 New
LFWA
72
LiftPoint Family Wealth Advisors
New Jersey
$273K -$3K -60 -1%
AIM
73
Advyzon Investment Management
Illinois
$273K +$275K +5,503 New
SIM
74
Studio Investment Management
Illinois
$260K +$58.5K +1,171 +29%
WN
75
Williams & Novak
California
$237K +$240K +4,800 New
1 2
3
4 5

PMBS Hedge Fund Activity: Q1 2026 in Review

99 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q1 2026, worth a combined $1.08B — up 16% from $926M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PMBS positions and 7 closed out — a net gain of 29 holders — while 42 added to existing stakes and 11 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $64.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $35.5M.

  • 99 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q1 2026, up from 71 in Q4 2025.
  • Funds reported $1.08B of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q1 2026, up 16% quarter-over-quarter.
  • 36 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q1 2026 and 7 closed out, a net change of +29 holders.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q1 2026 was Allianz Asset Management, an estimated $64.6M added.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2026.