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PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

99 hedge funds and large institutions have $1.08B invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

282% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 11

39% more funds holding

Funds holding: 7199 (+28)

16% more capital invested

Capital invested by funds: $926M → $1.08B (+$149M)

3.45% more ownership

Funds ownership: 96.59%100.04% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
99
Holders Change
+28
Holders Change %
+39.44%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
42
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$413M +$64.6M +1,292,778 +18%
OWM
2
Orgel Wealth Management
Wisconsin
$239M +$4.47M +89,488 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$62.8M +$36.9M +738,887 +140%
AWMS
4
Advocacy Wealth Management Services
Georgia
$52.5M -$11M -220,579 -17%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$44.5M -$35.5M -710,290 -44%
OIA
6
OneDigital Investment Advisors
Kansas
$30M +$9.15M +183,045 +43%
MFS
7
McNamara Financial Services
Massachusetts
$22M +$466K +9,328 +2%
LPL Financial
8
LPL Financial
California
$21.1M +$6.46M +129,136 +44%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.7M +$13M +261,005 +343%
HI
10
Horizon Investments
North Carolina
$14.9M +$15.1M +302,415 New
APW
11
Alliance Private Wealth
Massachusetts
$14.3M +$220K +4,407 +2%
NA
12
NewEdge Advisors
Louisiana
$14M +$8.5M +169,999 +153%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$13.3M +$3.15M +63,018 +31%
IWC
14
Integrated Wealth Concepts
Massachusetts
$10.9M -$993K -19,857 -8%
Raymond James Financial
15
Raymond James Financial
Florida
$8.24M -$372K -7,445 -4%
CA
16
Cresta Advisors
Texas
$8.02M +$165K +3,293 +2%
CW
17
CreativeOne Wealth
Kansas
$5.97M +$1.52M +30,439 +34%
EFS
18
Essex Financial Services
Connecticut
$5.47M +$1.54M +30,897 +39%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.14M +$3.05M +60,924 +143%
EFS
20
Econ Financial Services
Pennsylvania
$4.93M +$2.17M +43,424 +78%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.36M +$3.84M +76,745 +683%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$3.91M +$3.94M +78,909 New
WF
23
Wayfinding Financial
Washington
$3.9M +$1.21M +24,126 +44%
PFG
24
PAX Financial Group
Texas
$3.65M +$554K +11,073 +18%
HCM
25
Hollencrest Capital Management
California
$3.62M