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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 %
RCM
276
Raleigh Capital Management
North Carolina
$241K +$1.61K +62 +0.7%
CFS
277
CRA Financial Services
New Jersey
$238K +$238K +9,170 New
SPIA
278
Steward Partners Investment Advisory
New York
$236K +$202K +7,812 +601%
OWA
279
Oak Wealth Advisors
Illinois
$235K +$235K +9,075 New
CWP
280
Cyndeo Wealth Partners
Florida
$225K -$134K -5,184 -37%
Kovitz Investment Group Partners
281
Kovitz Investment Group Partners
Illinois
$223K +$223K +8,600 New
TFM
282
Trademark Financial Management
Minnesota
$218K +$218K +8,401 New
SAM
283
SignalPoint Asset Management
Missouri
$207K – – –
NF
284
NavPoint Financial
Minnesota
$202K +$202K +7,804 New
CIA
285
Cape Investment Advisory
Georgia
$201K +$30.9K +1,193 +18%
KA
286
Kozak & Associates
Colorado
$190K +$190K +7,345 New
FFWM
287
Future Financial Wealth Management
Ohio
$172K +$9.25K +357 +6%
GRP
288
Global Retirement Partners
California
$142K +$52.4K +2,020 +59%
TCM
289
TD Capital Management
Tennessee
$135K +$135K +5,212 New
ACA
290
Aptus Capital Advisors
Alabama
$114K +$114K +4,380 New
VWM
291
Venturi Wealth Management
Texas
$114K +$114K +4,400 New
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$103K +$99.1K +3,825 +2,421%
PFBT
293
Parkside Financial Bank & Trust
Missouri
$101K – – –
NWWA
294
New Wave Wealth Advisors
Arkansas
$95.4K +$95.4K +3,680 New
RPA
295
Redwood Park Advisors
California
$90.8K +$90.8K +3,502 New
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$75.7K +$75.7K +2,921 New
US Bancorp
297
US Bancorp
Minnesota
$67.2K +$67.2K +2,593 New
EB
298
Eastern Bank
Massachusetts
$65.1K +$65.1K +2,511 New
GTAM
299
Global Trust Asset Management
Florida
$63K +$63K +2,432 New
KIM
300
Kestra Investment Management
Texas
$52.9K +$52.9K +2,041 New
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