PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
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.
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: 71 → 99 (+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: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$64.6M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$36.9M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$15.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$35.5M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$11M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
-$1.89M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.41M |
| 5 |
SMA
Seven Mile Advisory
Ewing,
New Jersey
|
-$1.4M |
PMBS Hedge Fund Activity: Q1 2026 in Review
99 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q1 2026, worth a combined $1.08B — up 16% from $926M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PMBS positions and 7 closed out — a net gain of 29 holders — while 42 added to existing stakes and 11 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $64.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $35.5M.
- 99 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q1 2026, up from 71 in Q4 2025.
- Funds reported $1.08B of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q1 2026, up 16% quarter-over-quarter.
- 36 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q1 2026 and 7 closed out, a net change of +29 holders.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q1 2026 was Allianz Asset Management, an estimated $64.6M added.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $35.5M sold.
Based on aggregated 13F filings for Q1 2026.