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PIMCO Multi Sector Bond Active ETF

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.

Holders
64
Holders Change
+37
Holders Change %
+137.04%
% of All Funds
0.94%
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
Name Holding Trade Value Shares
Change
Shares
Change %
EA
26
Eclectic Associates
California
$1.36M +$1.36M +53,060 New
HH
27
Hilltop Holdings
Texas
$1.33M +$21.6K +840 +2%
RPSA
28
Richard P. Slaughter Associates
Texas
$1.13M +$196K +7,652 +21%
EFS
29
Essex Financial Services
Connecticut
$1.05M +$718K +27,982 +216%
CSIA
30
Carl Stuart Investment Advisor
Texas
$1.05M +$1.05M +40,940 New
KLI
31
Kelman-Lazarov Inc
Tennessee
$1.04M +$1.04M +40,587 New
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$998K +$998K +38,875 New
DIM
33
Delta Investment Management
California
$804K +$349K +13,606 +77%
UWM
34
USAdvisors Wealth Management
Minnesota
$744K +$744K +29,012 New
MML Investors Services
35
MML Investors Services
Massachusetts
$724K +$724K +28,208 New
TFM
36
Trademark Financial Management
Minnesota
$698K +$698K +27,185 New
CWM
37
CarsonAllaria Wealth Management
Illinois
$695K +$695K +27,073 New
SHF
38
Stage Harbor Financial
Massachusetts
$638K +$638K +24,843 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$610K +$610K +23,779 New
PWM
40
Prosperity Wealth Management
California
$560K +$560K +21,823 New
NCM
41
Northwest Capital Management
Oregon
$531K +$531K +20,704 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$531K +$531K +20,704 New
Jane Street
43
Jane Street
New York
$487K -$480K -18,700 -50%
FCG
44
Financial Connections Group
California
$456K +$29.7K +1,160 +7%
AWS
45
Atria Wealth Solutions
New York
$440K +$440K +17,146 New
RWB
46
RMR Wealth Builders
New Jersey
$437K +$437K +17,010 New
EFL
47
ERn Financial LLC
Wisconsin
$426K +$426K +16,708 New
USCWA
48
U.S. Capital Wealth Advisors
Texas
$413K -$33.4K -1,300 -7%
SFC
49
Swisher Financial Concepts
Ohio
$412K +$412K +16,073 New
Osaic Holdings
50
Osaic Holdings
Arizona
$409K +$404K +15,744 +7,680%