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PIMCO Multi Sector Bond Active ETF
PYLD

162 hedge funds and large institutions have $875M invested in PIMCO Multi Sector Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

536% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 14

500% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 9

90% more capital invested

Capital invested by funds: $461M → $875M (+$414M)

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

38% more funds holding

Funds holding: 117 → 162 (+45)

1.04% more ownership

Funds ownership: 89.83% → 90.87% (+1%)

Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.34%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.27%
New
54
Increased
89
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$58M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$47.6M
3
NA
NewEdge Advisors
Louisiana
+$30M
4
WWA
WCG Wealth Advisors
Nevada
+$24.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$21.8M

Top Sellers

1
PNAA
Pictet North America Advisors
Switzerland
-$4.9M
2
PWS
Precision Wealth Strategies
Missouri
-$2.05M
3
PAG
Private Advisor Group
New Jersey
-$1.66M
4
CGF
Constant Guidance Financial
Massachusetts
-$708K
5
ECA
Elevated Capital Advisors
Utah
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
26
Crestmont Private Wealth
Texas
$9.84M +$9.79M +383,930 New
FF
27
Financial Futures
New Jersey
$9.6M +$3.35M +131,233 +54%
FIC
28
Family Investment Center
Missouri
$9M +$2.35M +92,091 +36%
PWS
29
Precision Wealth Strategies
Missouri
$8.89M -$2.05M -80,339 -19%
IWC
30
Integrated Wealth Concepts
Massachusetts
$8.82M +$8.77M +344,094 New
FWM
31
Fortress Wealth Management
California
$8.74M -$34.2K -1,341 -0.4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.49M +$605K +23,722 +9%
IF
33
Intrua Financial
Texas
$7.28M +$7.24M +283,948 New
OIA
34
OneDigital Investment Advisors
Kansas
$7.12M +$5.24M +205,304 +284%
DAS
35
Dynamic Advisor Solutions
Arizona
$6.82M +$4.19M +164,364 +162%
JWBC
36
John W. Brooker & Co
California
$6.58M +$6.55M +256,686 New
BIP
37
Blue Investment Partners
California
$5.95M +$5.92M +232,137 New
SFS
38
Sowell Financial Services
Arkansas
$5.57M +$5.54M +217,267 New
SWA
39
Strata Wealth Advisors
Texas
$5.56M +$387K +15,182 +8%
CWM
40
Castle Wealth Management
Florida
$5.54M +$2.57M +100,759 +87%
WN
41
Williams & Novak
California
$5.48M +$5.45M +213,864 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$5.4M +$4.84M +189,983 +918%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.8M +$348K +13,649 +8%
DWM
44
Dynasty Wealth Management
Florida
$4.8M +$347K +13,605 +8%
Morgan Stanley
45
Morgan Stanley
New York
$4.71M +$599K +23,506 +15%
HW
46
Hedeker Wealth
Illinois
$4.39M +$4.37M +171,367 New
CW
47
CreativeOne Wealth
Kansas
$4.31M +$198K +7,765 +5%
GVAG
48
Great Valley Advisor Group
Delaware
$4.22M +$4.2M +164,526 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$4.14M +$4.12M +161,374 New
BFS
50
Bare Financial Services
Pennsylvania
$4.13M +$4.03M +158,148 New
1
2
3 4 5

PYLD Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q2 2024, worth a combined $875M — up 90% from $461M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PYLD positions and 9 closed out — a net gain of 45 holders — while 89 added to existing stakes and 14 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $58M. The largest seller was Pictet North America Advisors, cutting an estimated $4.9M.

  • 162 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q2 2024, up from 117 in Q1 2024.
  • Funds reported $875M of PIMCO Multi Sector Bond Active ETF stock for Q2 2024, up 90% quarter-over-quarter.
  • 54 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q2 2024 and 9 closed out, a net change of +45 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q2 2024 was Sequoia Financial Advisors, an estimated $58M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q2 2024 was Pictet North America Advisors, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2024.