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PIMCO Multi Sector Bond Active ETF

117 hedge funds and large institutions have $461M invested in PIMCO Multi Sector Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
117
Holders Change
+53
Holders Change %
+82.81%
% of All Funds
1.7%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
61
Increased
43
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWA
26
Strata Wealth Advisors
Texas
$5.2M 201,682 -5,029 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.86M 188,754 +184,054 +3,916%
DWM
28
Dynasty Wealth Management
Florida
$4.48M 173,767 +173,767 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$4.48M 173,767 +173,767 New
CW
30
CreativeOne Wealth
Kansas
$4.13M 160,363 +160,363 New
Morgan Stanley
31
Morgan Stanley
New York
$4.13M 160,302 +160,302 New
BFG
32
Bleakley Financial Group
New Jersey
$4.12M 159,745 +45,000 +39%
SW
33
Simplicity Wealth
New Jersey
$4.12M 159,745 +159,745 New
CWP
34
Cyndeo Wealth Partners
Florida
$4.07M 157,865 +157,865 New
BWG
35
Beta Wealth Group
California
$4.04M 156,742 -329,608 -68%
DIM
36
Delta Investment Management
California
$3.64M 141,161 +109,836 +351%
CWM
37
CarsonAllaria Wealth Management
Illinois
$3.05M 118,352 +91,279 +337%
CWM
38
Castle Wealth Management
Florida
$2.97M 115,298 +115,298 New
DAS
39
Dynamic Advisor Solutions
Arizona
$2.61M 101,451 +101,451 New
PAG
40
Private Advisor Group
New Jersey
$2.4M 93,268 -35,441 -28%
MFG
41
Menard Financial Group
Texas
$2.35M 91,174 +91,174 New
GM
42
GeoWealth Management
Illinois
$2.26M 87,919 +87,919 New
AI
43
Atria Investments
North Carolina
$2.14M 83,198 +83,198 New
Osaic Holdings
44
Osaic Holdings
Arizona
$2.14M 83,092 +67,143 +421%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.05M 79,383 +79,383 New
GCM
46
Gallacher Capital Management
Colorado
$1.91M 74,191 -7,649 -9%
OIA
47
OneDigital Investment Advisors
Kansas
$1.86M 72,289 +56,509 +358%
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
$1.83M 71,170 +32,295 +83%
BFA
49
Beacon Financial Advisory
Ohio
$1.74M 67,509 +67,509 New
PFG
50
PAX Financial Group
Texas
$1.68M 65,266 +65,266 New