PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
71 hedge funds and large institutions have $926M invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 3 closing their positions.
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
42% more funds holding
Funds holding: 50 → 71 (+21)
24% more capital invested
Capital invested by funds: $748M → $926M (+$178M)
3.01% less ownership
Funds ownership: 99.6% → 96.59% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$83.1M |
| 2 |
MFS
McNamara Financial Services
Marshfield,
Massachusetts
|
+$21.7M |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$12.1M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$10.3M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$3.28M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$2.94M |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$870K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$133K |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$129K |
PMBS Hedge Fund Activity: Q4 2025 in Review
71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q4 2025, worth a combined $926M — up 24% from $748M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PMBS positions and 3 closed out — a net gain of 22 holders — while 32 added to existing stakes and 8 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $83.1M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $3.28M.
- 71 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q4 2025, up from 50 in Q3 2025.
- Funds reported $926M of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q4 2025, up 24% quarter-over-quarter.
- 25 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q4 2025 and 3 closed out, a net change of +22 holders.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q4 2025 was Allianz Asset Management, an estimated $83.1M added.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q4 2025 was Wealthspire Advisors (New York), an estimated $3.28M sold.
Based on aggregated 13F filings for Q4 2025.