PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

40 hedge funds and large institutions have $520M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
15
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
1
Orgel Wealth Management
Wisconsin
$216M +$3.42M +69,667 +2%
Allianz Asset Management
2
Allianz Asset Management
Germany
$166M +$24.4M +497,683 +17%
AWMS
3
Advocacy Wealth Management Services
Georgia
$64.2M +$4.66M +95,046 +8%
LPL Financial
4
LPL Financial
California
$11.5M -$2.18M -44,366 -16%
Raymond James Financial
5
Raymond James Financial
Florida
$7.64M +$5.2M +105,931 +213%
WANY
6
Wealthspire Advisors (New York)
New York
$6.76M -$237K -4,838 -3%
CA
7
Cresta Advisors
Texas
$6.68M -$109K -2,225 -2%
OIA
8
OneDigital Investment Advisors
Kansas
$6.59M
SIA
9
SkyView Investment Advisors
New Jersey
$6.57M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.83M +$3.8M +77,506 +13,840%
HCM
11
Hollencrest Capital Management
California
$3.58M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.56M +$36.6K +746 +1%
CW
13
CreativeOne Wealth
Kansas
$2.37M +$2.37M +48,331 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.72M -$3.51M -71,574 -67%
WI
15
WBI Investments
New Jersey
$1.7M -$58.3K -1,188 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.41M +$1.01M +20,632 +255%
PFG
17
PAX Financial Group
Texas
$1.26M +$1.26M +25,627 New
EFS
18
Essex Financial Services
Connecticut
$1.24M +$920K +18,753 +285%
Citadel Advisors
19
Citadel Advisors
Florida
$1.19M -$334K -6,803 -22%
GM
20
GeoWealth Management
Illinois
$976K +$976K +19,892 New
MWM
21
Maridea Wealth Management
New York
$847K -$61.1K -1,246 -7%
AWA
22
Authentikos Wealth Advisory
California
$841K +$21K +429 +3%
WCG
23
Weaver Consulting Group
California
$631K +$186K +3,800 +42%
Wells Fargo
24
Wells Fargo
California
$613K +$613K +12,505 New
PWM
25
Prosperity Wealth Management
California
$606K +$606K +12,363 New