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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.

New
Increased
Maintained
Reduced
Closed

917% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 6

291% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 11

104% more capital invested

Capital invested by funds: $225M → $461M (+$235M)

83% more funds holding

Funds holding: 64117 (+53)

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

9.06% more ownership

Funds ownership: 80.77%89.83% (+9.1%)

Holders
117
Holders Change
+53
Holders Change %
+82.81%
% of All Funds
1.69%
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 Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Strata Wealth Advisors
Texas
$5.2M -$129K -5,029 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.86M +$4.7M +184,054 +3,916%
DWM
28
Dynasty Wealth Management
Florida
$4.48M +$4.44M +173,767 New
JP Morgan Chase
29
JP Morgan Chase
New York
$4.48M +$4.44M +173,767 New
CW
30
CreativeOne Wealth
Kansas
$4.13M +$4.1M +160,363 New
Morgan Stanley
31
Morgan Stanley
New York
$4.13M +$4.1M +160,302 New
BFG
32
Bleakley Financial Group
New Jersey
$4.12M +$1.15M +45,000 +39%
SW
33
Simplicity Wealth
New Jersey
$4.12M +$4.08M +159,745 New
CWP
34
Cyndeo Wealth Partners
Florida
$4.07M +$4.04M +157,865 New
BWG
35
Beta Wealth Group
California
$4.04M -$8.43M -329,608 -68%
DIM
36
Delta Investment Management
California
$3.64M +$2.81M +109,836 +351%
CWM
37
CarsonAllaria Wealth Management
Illinois
$3.05M +$2.33M +91,279 +337%
CWM
38
Castle Wealth Management
Florida
$2.97M +$2.95M +115,298 New
DAS
39
Dynamic Advisor Solutions
Arizona
$2.61M +$2.59M +101,451 New
PAG
40
Private Advisor Group
New Jersey
$2.4M -$906K -35,441 -28%
MFG
41
Menard Financial Group
Texas
$2.35M +$2.33M +91,174 New
GM
42
GeoWealth Management
Illinois
$2.26M +$2.25M +87,919 New
AI
43
Atria Investments
North Carolina
$2.14M +$2.13M +83,198 New
Osaic Holdings
44
Osaic Holdings
Arizona
$2.14M +$1.72M +67,143 +421%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.04M +$2.03M +79,383 New
GCM
46
Gallacher Capital Management
Colorado
$1.91M -$196K -7,649 -9%
OIA
47
OneDigital Investment Advisors
Kansas
$1.86M +$1.44M +56,509 +358%
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
$1.83M +$826K +32,295 +83%
BFA
49
Beacon Financial Advisory
Ohio
$1.74M +$1.73M +67,509 New
PFG
50
PAX Financial Group
Texas
$1.68M +$1.67M +65,266 New