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PIMCO Multi Sector Bond Active ETF
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Overview Fund Activity

311 hedge funds and large institutions have $2.29B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+89
Holders Change %
+40.09%
% of All Funds
4.14%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
97
Increased
175
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$82.3M
2
Morgan Stanley
Morgan Stanley
New York
$81.9M
3
LPL Financial
LPL Financial
California
$106M
4
TA
TruWealth Advisors
Louisiana
$46.9M
5
IAA
Independent Advisor Alliance
North Carolina
$36.1M

Top Sellers

1
KAM
Kensington Asset Management
Texas
$11.6M
2
SFS
Sowell Financial Services
Arkansas
$0
3
OMC
Old Mission Capital
Illinois
$0
4
WN
Williams & Novak
California
$1.74M
5
CWG
Crown Wealth Group
North Carolina
$717K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Axxcess Wealth Management
California
$369K +$622 +24 +0.2%
PWM
252
Pinnacle Wealth Management
California
$365K +$19.3K +744 +6%
CWP
253
Concord Wealth Partners
Virginia
$351K +$33.5K +1,292 +11%
PTC
254
Private Trust Company
Ohio
$346K +$44.7K +1,725 +15%
SA
255
Sanctuary Advisors
Indiana
$333K +$121K +4,625 +57%
FCM
256
Fourpath Capital Management
Oklahoma
$331K – – –
GWM
257
Geneos Wealth Management
Colorado
$328K +$328K +12,661 New
RCM
258
Riggs Capital Management
Utah
$325K +$325K +12,534 New
AFO
259
Arrowroot Family Office
California
$319K +$985 +38 +0.3%
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$317K +$2.31K +89 +0.7%
LWM
261
Lodestone Wealth Management
Washington
$314K +$53.6K +2,067 +21%
BFA
262
Benedict Financial Advisors
Georgia
$310K +$310K +11,945 New
HBS
263
Howard Bailey Securities
Indiana
$309K -$10.3K -399 -3%
RFA
264
Resurgent Financial Advisors
Georgia
$306K +$306K +11,788 New
SIAS
265
Summit Investment Advisory Services
Minnesota
$303K +$107K +4,147 +55%
FPW
266
Fairvoy Private Wealth
Alabama
$303K +$303K +11,697 New
AC
267
Apella Capital
Connecticut
$302K -$392K -15,105 -56%
SW
268
SteelPeak Wealth
California
$301K +$301K +11,570 New
Comerica Bank
269
Comerica Bank
Texas
$297K +$135K +5,227 +84%
AWM
270
Avaii Wealth Management
Wisconsin
$293K +$293K +11,308 New
FFS
271
Founders Financial Securities
Maryland
$282K +$282K +10,880 New
CAG
272
Csenge Advisory Group
Florida
$280K +$21.6K +834 +8%
PAWA
273
Palo Alto Wealth Advisors
California
$270K +$9.77K +375 +4%
SFC
274
Swisher Financial Concepts
Ohio
$268K -$302K -11,641 -53%
MAS
275
MPWM Advisory Solutions
Georgia
$251K +$251K +9,697 New
9 10
11
12 13