PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
106 hedge funds and large institutions have $1.21B invested in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in 2026 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 10 closing their positions.
195% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 19
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
13% more capital invested
Capital invested by funds: $1.08B → $1.21B (+$139M)
7% more funds holding
Funds holding: 99 → 106 (+7)
12.4% less ownership
Funds ownership: 100.04% → 87.64% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$69.8M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$36.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$19.2M |
| 4 |
SIA
Spectrum Investment Advisors
Mequon,
Wisconsin
|
+$12.4M |
| 5 |
FM
Foster & Motley
Cincinnati,
Ohio
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.36M |
| 2 |
APW
Alliance Private Wealth
North Reading,
Massachusetts
|
-$918K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$578K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$575K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$570K |
PMBS Hedge Fund Activity: Q2 2026 in Review
106 of the 8,300 institutional investors tracked by Wall St. Rank reported a position in PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) for Q2 2026, worth a combined $1.21B — up 13% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PMBS positions and 10 closed out — a net gain of 8 holders — while 56 added to existing stakes and 19 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $69.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.36M.
- 106 institutional investors held PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) as of Q2 2026, up from 99 in Q1 2026.
- Funds reported $1.21B of PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund stock for Q2 2026, up 13% quarter-over-quarter.
- 18 funds opened new PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund positions in Q2 2026 and 10 closed out, a net change of +8 holders.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund buyer in Q2 2026 was Allianz Asset Management, an estimated $69.8M added.
- The largest PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund seller in Q2 2026 was Envestnet Asset Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q2 2026.