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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS

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.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

137% more capital invested

Capital invested by funds: $202M → $478M (+$276M)

21% more funds holding

Funds holding: 28 → 34 (+6)

3.86% more ownership

Funds ownership: 91.29% → 95.15% (+3.9%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

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
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$139M
2
OWM
Orgel Wealth Management
Wisconsin
+$71.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$58.7M
4
LPL Financial
LPL Financial
California
+$6.59M
5
WI
WBI Investments
New Jersey
+$1.73M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$14.2M
2
MML Investors Services
MML Investors Services
Massachusetts
-$905K
3
CA
Cresta Advisors
Texas
-$902K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$358K
5
EW
Element Wealth
Mississippi
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1
Orgel Wealth Management
Wisconsin
$212M +$71.3M +1,473,537 +52%
Allianz Asset Management
2
Allianz Asset Management
Germany
$141M +$139M +2,881,273 New
AWMS
3
Advocacy Wealth Management Services
Georgia
$59.5M +$58.7M +1,213,019 New
LPL Financial
4
LPL Financial
California
$13.7M +$6.59M +136,359 +96%
WANY
5
Wealthspire Advisors (New York)
New York
$7M +$478K +9,877 +7%
CA
6
Cresta Advisors
Texas
$6.79M -$902K -18,647 -12%
OIA
7
OneDigital Investment Advisors
Kansas
$6.59M – – –
SIA
8
SkyView Investment Advisors
New Jersey
$6.59M – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.24M -$358K -7,396 -6%
HCM
10
Hollencrest Capital Management
California
$3.58M – – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.52M -$63.6K -1,316 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$2.44M -$14.2M -294,356 -86%
WI
13
WBI Investments
New Jersey
$1.76M +$1.73M +35,870 New
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.58M +$1.55M +32,100 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.53M +$1.51M +31,155 New
MWM
16
Maridea Wealth Management
New York
$909K +$896K +18,518 New
AWA
17
Authentikos Wealth Advisory
California
$852K +$840K +17,367 New
MA
18
Mutual Advisors
Nebraska
$526K +$523K +10,810 New
WCG
19
Weaver Consulting Group
California
$445K -$9.43K -195 -2%
SC
20
Sierra Capital
Florida
$414K -$13.3K -276 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$397K -$18.8K -388 -5%
Jane Street
22
Jane Street
New York
$361K +$55.6K +1,149 +18%
EFS
23
Essex Financial Services
Connecticut
$323K +$319K +6,587 New
HNB
24
Huntington National Bank
Ohio
$309K – – –
BOC
25
Blue Oak Capital
California
$247K +$243K +5,035 New
1
2

PMBS Hedge Fund Activity: Q1 2025 in Review

34 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q1 2025, worth a combined $478M — up 137% from $202M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PMBS positions and 4 closed out — a net gain of 6 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $139M. The largest seller was Raymond James Financial, cutting an estimated $14.2M.

  • 34 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q1 2025, up from 28 in Q4 2024.
  • Funds reported $478M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q1 2025, up 137% quarter-over-quarter.
  • 10 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q1 2025 was Allianz Asset Management, an estimated $139M added.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q1 2025 was Raymond James Financial, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2025.