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PIMCO Multi Sector Bond Active ETF
PYLD

64 hedge funds and large institutions have $225M invested in PIMCO Multi Sector Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 2

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

352% more capital invested

Capital invested by funds: $49.9M → $225M (+$176M)

137% more funds holding

Funds holding: 27 → 64 (+37)

41.2% more ownership

Funds ownership: 39.57% → 80.77% (+41%)

Holders
64
Holders Change
+37
Holders Change %
+137.04%
% of All Funds
0.93%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
39
Increased
21
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
Krilogy Financial
Missouri
+$20.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.8M
3
HighTower Advisors
HighTower Advisors
Illinois
+$17M
4
SWMG
Sanchez Wealth Management Group
Florida
+$16.2M
5
BWG
Beta Wealth Group
California
+$12M

Top Sellers

1
Jane Street
Jane Street
New York
-$461K
2
ACP
Aveo Capital Partners
Colorado
-$448K
3
USCWA
U.S. Capital Wealth Advisors
Texas
-$32.1K
4
EW
Element Wealth
Mississippi
-$24.7K
5
PWM
Pinnacle Wealth Management
California
-$17.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
26
Eclectic Associates
California
$1.36M +$1.31M +53,060 New
HH
27
Hilltop Holdings
Texas
$1.33M +$20.7K +840 +2%
RPSA
28
Richard P. Slaughter Associates
Texas
$1.13M +$189K +7,652 +21%
EFS
29
Essex Financial Services
Connecticut
$1.05M +$690K +27,982 +216%
CSIA
30
Carl Stuart Investment Advisor
Texas
$1.05M +$1.01M +40,940 New
KLI
31
Kelman-Lazarov Inc
Tennessee
$1.04M +$1M +40,587 New
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$998K +$959K +38,875 New
DIM
33
Delta Investment Management
California
$804K +$336K +13,606 +77%
UWM
34
USAdvisors Wealth Management
Minnesota
$744K +$716K +29,012 New
MML Investors Services
35
MML Investors Services
Massachusetts
$724K +$696K +28,208 New
TFM
36
Trademark Financial Management
Minnesota
$698K +$671K +27,185 New
CWM
37
CarsonAllaria Wealth Management
Illinois
$695K +$668K +27,073 New
SHF
38
Stage Harbor Financial
Massachusetts
$638K +$613K +24,843 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$610K +$587K +23,779 New
PWM
40
Prosperity Wealth Management
California
$560K +$539K +21,823 New
NCM
41
Northwest Capital Management
Oregon
$531K +$511K +20,704 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$531K +$511K +20,704 New
Jane Street
43
Jane Street
New York
$487K -$461K -18,700 -50%
FCG
44
Financial Connections Group
California
$456K +$28.6K +1,160 +7%
AWS
45
Atria Wealth Solutions
New York
$440K +$423K +17,146 New
RWB
46
RMR Wealth Builders
New Jersey
$437K +$420K +17,010 New
EFL
47
ERn Financial LLC
Wisconsin
$426K +$412K +16,708 New
USCWA
48
U.S. Capital Wealth Advisors
Texas
$413K -$32.1K -1,300 -7%
SFC
49
Swisher Financial Concepts
Ohio
$412K +$397K +16,073 New
Osaic Holdings
50
Osaic Holdings
Arizona
$409K +$388K +15,744 +7,680%
1
2
3

PYLD Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q4 2023, worth a combined $225M — up 352% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PYLD positions and 2 closed out — a net gain of 37 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Krilogy Financial, adding an estimated $20.1M. The largest seller was Jane Street, cutting an estimated $461K.

  • 64 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $225M of PIMCO Multi Sector Bond Active ETF stock for Q4 2023, up 352% quarter-over-quarter.
  • 39 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q4 2023 and 2 closed out, a net change of +37 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q4 2023 was Krilogy Financial, an estimated $20.1M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q4 2023 was Jane Street, an estimated $461K sold.

Based on aggregated 13F filings for Q4 2023.