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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

26 hedge funds and large institutions have $38.6M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

39.23% more ownership

Funds ownership: 0%39.23% (+39%)

Holders
26
Holders Change
+26
Holders Change %
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cresta Advisors
Texas
$7.84M +$7.84M +156,977 New
SIA
2
SkyView Investment Advisors
New Jersey
$6.71M +$6.71M +134,360 New
OIA
3
OneDigital Investment Advisors
Kansas
$6.71M +$6.71M +134,360 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.77M +$5.77M +115,558 New
HCM
5
Hollencrest Capital Management
California
$3.64M +$3.65M +73,013 New
LPL Financial
6
LPL Financial
California
$2.53M +$2.53M +50,604 New
MML Investors Services
7
MML Investors Services
Massachusetts
$1.34M +$1.35M +26,935 New
Wells Fargo
8
Wells Fargo
California
$777K +$778K +15,563 New
Prudential Financial
9
Prudential Financial
New Jersey
$744K +$745K +14,913 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$663K +$663K +13,273 New
SC
11
Sierra Capital
Florida
$658K +$658K +13,174 New
WCG
12
Weaver Consulting Group
California
$277K +$277K +5,552 New
Truist Financial
13
Truist Financial
North Carolina
$270K +$270K +5,408 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$218K +$218K +4,360 New
EW
15
Element Wealth
Mississippi
$145K +$145K +2,895 New
Morgan Stanley
16
Morgan Stanley
New York
$82.8K +$82.9K +1,659 New
UBS Group
17
UBS Group
Switzerland
$70.4K +$70.5K +1,411 New
IA
18
IFP Advisors
Florida
$27.5K +$27.5K +550 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$27K +$27.4K +549 New
NA
20
NewEdge Advisors
Louisiana
$24.2K +$24.2K +485 New
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
$23K +$23.3K +466 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$20.7K +$20.7K +415 New
Osaic Holdings
23
Osaic Holdings
Arizona
$11.3K +$11.3K +227 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5K +$4.7K +94 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.1K +$1.1K +22 New

PMBS Hedge Fund Activity: Q3 2024 in Review

26 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q3 2024, worth a combined $38.6M.

Buyers outnumbered sellers: 26 funds opened new PMBS positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Cresta Advisors, opening a new position worth an estimated $7.84M.

  • 26 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $38.6M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q3 2024.
  • 26 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q3 2024 and 0 closed out, a net change of +26 holders.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q3 2024 was Cresta Advisors, an estimated $7.84M added.

Based on aggregated 13F filings for Q3 2024.