PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

34 hedge funds and large institutions have $478M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
10
Increased
6
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$212M 4,325,944 +1,473,537 +52%
Allianz Asset Management
2
Allianz Asset Management
Germany
$141M 2,881,273 +2,881,273 New
AWMS
3
Advocacy Wealth Management Services
Georgia
$59.5M 1,213,019 +1,213,019 New
LPL Financial
4
LPL Financial
California
$13.7M 278,745 +136,359 +96%
WANY
5
Wealthspire Advisors (New York)
New York
$7M 142,589 +9,877 +7%
CA
6
Cresta Advisors
Texas
$6.79M 138,330 -18,647 -12%
OIA
7
OneDigital Investment Advisors
Kansas
$6.59M 134,360
SIA
8
SkyView Investment Advisors
New Jersey
$6.59M 134,360
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.24M 106,677 -7,396 -6%
HCM
10
Hollencrest Capital Management
California
$3.58M 73,013
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.53M 51,455 -1,316 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$2.44M 49,781 -294,356 -86%
WI
13
WBI Investments
New Jersey
$1.76M 35,870 +35,870 New
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.58M 32,100 +32,100 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.53M 31,155 +31,155 New
MWM
16
Maridea Wealth Management
New York
$909K 18,518 +18,518 New
AWA
17
Authentikos Wealth Advisory
California
$821K 16,720 +16,720 New
MA
18
Mutual Advisors
Nebraska
$526K 10,810 +10,810 New
WCG
19
Weaver Consulting Group
California
$445K 9,062 -195 -2%
SC
20
Sierra Capital
Florida
$414K 8,426 -276 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$397K 8,083 -388 -5%
Jane Street
22
Jane Street
New York
$361K 7,362 +1,149 +18%
EFS
23
Essex Financial Services
Connecticut
$323K 6,587 +6,587 New
HNB
24
Huntington National Bank
Ohio
BOC
25
Blue Oak Capital
California
$247K 5,035 +5,035 New