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PIMCO Multi Sector Bond Active ETF

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.

Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.36%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
54
Increased
89
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPW
26
Crestmont Private Wealth
Texas
$9.84M +$9.84M +383,930 New
FF
27
Financial Futures
New Jersey
$9.6M +$3.36M +131,233 +54%
FIC
28
Family Investment Center
Missouri
$9M +$2.36M +92,091 +36%
PWS
29
Precision Wealth Strategies
Missouri
$8.89M -$2.06M -80,339 -19%
IWC
30
Integrated Wealth Concepts
Massachusetts
$8.82M +$8.82M +344,094 New
FWM
31
Fortress Wealth Management
California
$8.74M -$34.4K -1,341 -0.4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$7.49M +$608K +23,722 +9%
IF
33
Intrua Financial
Texas
$7.28M +$7.28M +283,948 New
OIA
34
OneDigital Investment Advisors
Kansas
$7.12M +$5.26M +205,304 +284%
DAS
35
Dynamic Advisor Solutions
Arizona
$6.82M +$4.21M +164,364 +162%
JWBC
36
John W. Brooker & Co
California
$6.58M +$6.58M +256,686 New
BIP
37
Blue Investment Partners
California
$5.95M +$5.95M +232,137 New
SFS
38
Sowell Financial Services
Arkansas
$5.57M +$5.57M +217,267 New
SWA
39
Strata Wealth Advisors
Texas
$5.56M +$389K +15,182 +8%
CWM
40
Castle Wealth Management
Florida
$5.54M +$2.58M +100,759 +87%
WN
41
Williams & Novak
California
$5.48M +$5.48M +213,864 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$5.4M +$4.87M +189,983 +918%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$4.8M +$350K +13,649 +8%
DWM
44
Dynasty Wealth Management
Florida
$4.8M +$349K +13,605 +8%
Morgan Stanley
45
Morgan Stanley
New York
$4.71M +$603K +23,506 +15%
HW
46
Hedeker Wealth
Illinois
$4.39M +$4.39M +171,367 New
CW
47
CreativeOne Wealth
Kansas
$4.31M +$199K +7,765 +5%
GVAG
48
Great Valley Advisor Group
Delaware
$4.22M +$4.22M +164,526 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$4.14M +$4.14M +161,374 New
BFS
50
Bare Financial Services
Pennsylvania
$4.13M +$4.13M +158,148 New