PIMCO Multi Sector Bond Active ETF
PYLD
222 hedge funds and large institutions have $1.35B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 117 increasing their positions, 29 reducing their positions, and 8 closing their positions.
763% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 8
303% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 29
54% more capital invested
Capital invested by funds: $875M → $1.35B (+$471M)
47% more funds holding in top 10
Funds holding in top 10: 19 → 28 (+9)
37% more funds holding
Funds holding: 162 → 222 (+60)
8.25% less ownership
Funds ownership: 90.87% → 82.63% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$39.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$29.2M |
| 3 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
+$23.8M |
| 4 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$23.8M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$14.7M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$5.61M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$4.8M |
| 4 |
JP Morgan Chase
New York
|
-$4.12M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$4.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QWP
226
Quotient Wealth Partners
Dallas,
Texas
| – | -$507K | -19,791 | Closed |
|
|
SPC
227
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$358K | -13,976 | Closed |
|
|
AFG
228
AFS Financial Group
Bethesda,
Maryland
| – | -$240K | -9,364 | Closed |
|
229
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$51.4K | -2,003 | Closed |
|
|
OWA
230
Opal Wealth Advisors
Jericho,
New York
| – | -$8.79K | -343 | Closed |
|
PYLD Hedge Fund Activity: Q3 2024 in Review
222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q3 2024, worth a combined $1.35B — up 54% from $875M a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new PYLD positions and 8 closed out — a net gain of 61 holders — while 117 added to existing stakes and 29 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $39.9M. The largest seller was First Heartland Consultants, cutting an estimated $14.7M.
- 222 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q3 2024, up from 162 in Q2 2024.
- Funds reported $1.35B of PIMCO Multi Sector Bond Active ETF stock for Q3 2024, up 54% quarter-over-quarter.
- 69 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q3 2024 and 8 closed out, a net change of +61 holders.
- The largest PIMCO Multi Sector Bond Active ETF buyer in Q3 2024 was AE Wealth Management, an estimated $39.9M added.
- The largest PIMCO Multi Sector Bond Active ETF seller in Q3 2024 was First Heartland Consultants, an estimated $14.7M sold.
Based on aggregated 13F filings for Q3 2024.