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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS

50 hedge funds and large institutions have $748M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

44% more capital invested

Capital invested by funds: $520M → $748M (+$228M)

25% more funds holding

Funds holding: 40 → 50 (+10)

0.58% more ownership

Funds ownership: 99.02% → 99.6% (+0.58%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
50
Holders Change
+10
Holders Change %
+25%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
22
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$97.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$76.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.9M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$11M
5
OWM
Orgel Wealth Management
Wisconsin
+$4.45M

Top Sellers

1
SIA
SkyView Investment Advisors
New Jersey
-$6.57M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
3
Wells Fargo
Wells Fargo
California
-$613K
4
PWM
Prosperity Wealth Management
California
-$606K
5
OMC
Old Mission Capital
Illinois
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$267M +$97.8M +1,991,627 +59%
OWM
2
Orgel Wealth Management
Wisconsin
$223M +$4.45M +90,718 +2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$77.3M +$76.6M +1,561,056 New
AWMS
4
Advocacy Wealth Management Services
Georgia
$66.5M +$1.49M +30,307 +2%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25M +$20.9M +425,176 +545%
LPL Financial
6
LPL Financial
California
$11.9M +$250K +5,082 +2%
IWC
7
Integrated Wealth Concepts
Massachusetts
$11.2M +$11M +224,950 New
OIA
8
OneDigital Investment Advisors
Kansas
$10.7M +$3.96M +80,731 +60%
Raymond James Financial
9
Raymond James Financial
Florida
$8.04M +$304K +6,194 +4%
CA
10
Cresta Advisors
Texas
$7.62M +$849K +17,298 +13%
WANY
11
Wealthspire Advisors (New York)
New York
$6.5M -$337K -6,866 -5%
HCM
12
Hollencrest Capital Management
California
$3.63M – – –
CW
13
CreativeOne Wealth
Kansas
$3.07M +$667K +13,576 +28%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.8M +$204K +4,165 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.61M +$1.17M +23,891 +83%
PFG
16
PAX Financial Group
Texas
$2.52M +$1.23M +25,065 +98%
NA
17
NewEdge Advisors
Louisiana
$2.25M +$2.2M +44,851 +9,248%
EFS
18
Essex Financial Services
Connecticut
$1.88M +$615K +12,528 +49%
GM
19
GeoWealth Management
Illinois
$1.72M +$722K +14,700 +74%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.66M -$81.4K -1,658 -5%
WI
21
WBI Investments
New Jersey
$1.5M -$219K -4,457 -13%
BWM
22
BAM Wealth Management
Colorado
$1.03M +$1.02M +20,812 New
MWM
23
Maridea Wealth Management
New York
$900K +$36.1K +735 +4%
AWA
24
Authentikos Wealth Advisory
California
$870K -$8.59K -175 -1%
PMWMG
25
Parr McKnight Wealth Management Group
Minnesota
$835K +$826K +16,816 New
1
2 3

PMBS Hedge Fund Activity: Q3 2025 in Review

50 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q3 2025, worth a combined $748M — up 44% from $520M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PMBS positions and 7 closed out — a net gain of 11 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $97.8M. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $6.57M sold.

  • 50 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q3 2025, up from 40 in Q2 2025.
  • Funds reported $748M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q3 2025, up 44% quarter-over-quarter.
  • 18 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q3 2025 and 7 closed out, a net change of +11 holders.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q3 2025 was Allianz Asset Management, an estimated $97.8M added.
  • The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q3 2025 was SkyView Investment Advisors, an estimated $6.57M sold.

Based on aggregated 13F filings for Q3 2025.