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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
AA
76
Armis Advisers
Georgia
$230K +$233K +4,663 New
DCM
77
Donaldson Capital Management
Indiana
$226K -$59.6K -1,193 -21%
MFG
78
Mosaic Financial Group
Illinois
$224K +$225K +4,507 New
ESB
79
Essex Savings Bank
Connecticut
$208K
TCM
80
TD Capital Management
Tennessee
$115K +$22.2K +445 +24%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$113K +$114K +2,283 New
RDFA
82
Ritter Daniher Financial Advisory
Ohio
$112K
AP
83
Advisortrust Partners
North Carolina
$101K +$102K +2,042 New
FFA
84
Farther Finance Advisors
California
$84.6K +$75.1K +1,502 +719%
Morgan Stanley
85
Morgan Stanley
New York
$53.3K -$500 -10 -0.9%
CPG
86
Cornerstone Planning Group
New Jersey
$28.2K +$28.6K +572 New
IA
87
IFP Advisors
Florida
$27.3K
PTC
88
Private Trust Company
Ohio
$24.6K +$24.7K +495 New
CIAS
89
Capital Investment Advisory Services
North Carolina
$20.8K
US Bancorp
90
US Bancorp
Minnesota
$18.3K +$18.4K +369 New
SWP
91
Strategic Wealth Partners
Ohio
$14.6K +$900 +18 +6%
ZBNA
92
Zions Bancorporation, National Association
Utah
$12.9K +$13K +260 New
JP Morgan Chase
93
JP Morgan Chase
New York
$10.2K -$11.4K -228 -52%
MCM
94
MAI Capital Management
Ohio
$8.13K
RFA
95
Register Financial Advisors
Georgia
$4.17K
UBS Group
96
UBS Group
Switzerland
$3.42K
AWM
97
AE Wealth Management
Kansas
$2.63K +$1.8K +36 +212%
Wells Fargo
98
Wells Fargo
California
$2.03K +$2.05K +41 New
Citigroup
99
Citigroup
New York
$496
WI
100
WBI Investments
New Jersey
-$1.41M -28,287 Closed