PMBS

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund

98 hedge funds and large institutions have $1.06B invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
OWM
2
Orgel Wealth Management
Wisconsin
$239M
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$62.8M
AWMS
4
Advocacy Wealth Management Services
Georgia
$52.5M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$44.5M
OIA
6
OneDigital Investment Advisors
Kansas
$30M
MFS
7
McNamara Financial Services
Massachusetts
$22M
LPL Financial
8
LPL Financial
California
$21.1M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.7M
HI
10
Horizon Investments
North Carolina
$14.9M
APW
11
Alliance Private Wealth
Massachusetts
$14.3M
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$13.3M
IWC
13
Integrated Wealth Concepts
Massachusetts
$10.9M
Raymond James Financial
14
Raymond James Financial
Florida
$8.24M
CA
15
Cresta Advisors
Texas
$8.02M
CW
16
CreativeOne Wealth
Kansas
$5.97M
EFS
17
Essex Financial Services
Connecticut
$5.47M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.14M
EFS
19
Econ Financial Services
Pennsylvania
$4.93M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.36M
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.91M
WF
22
Wayfinding Financial
Washington
$3.9M
PFG
23
PAX Financial Group
Texas
$3.65M
HCM
24
Hollencrest Capital Management
California
$3.62M
KF
25
Krilogy Financial
Missouri
$3.61M