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PIMCO Multi Sector Bond Active ETF

222 hedge funds and large institutions have $1.35B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 117 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 8

303% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 29

54% more capital invested

Capital invested by funds: $875M → $1.35B (+$471M)

47% more funds holding in top 10

Funds holding in top 10: 1928 (+9)

37% more funds holding

Funds holding: 162222 (+60)

8.25% less ownership

Funds ownership: 90.87%82.63% (-8.2%)

Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.19%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.4%
New
69
Increased
117
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aveo Capital Partners
Colorado
$15.2M +$863K +32,946 +6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$15.1M +$2.09M +79,848 +16%
MWM
28
MinichMacGregor Wealth Management
New York
$13.8M +$526K +20,079 +4%
PNAA
29
Pictet North America Advisors
Switzerland
$13.6M -$857K -32,698 -6%
BCI
30
Brinker Capital Investments
Pennsylvania
$13.5M -$635K -24,235 -5%
OPS
31
Orion Portfolio Solutions
Nebraska
$13.5M -$635K -24,235 -5%
FWM
32
Fortress Wealth Management
California
$13.2M +$4.07M +155,291 +46%
OIA
33
OneDigital Investment Advisors
Kansas
$12.4M +$4.93M +188,266 +68%
AIM
34
Astor Investment Management
Illinois
$12.1M -$1.17M -44,531 -9%
CWM
35
Castle Wealth Management
Florida
$11.4M +$5.58M +212,874 +99%
CPW
36
Crestmont Private Wealth
Texas
$10.9M +$676K +25,810 +7%
FF
37
Financial Futures
New Jersey
$10.8M +$838K +31,994 +9%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$918K -35,057 -8%
UBS Group
39
UBS Group
Switzerland
$10.6M +$10.1M +387,297 +4,213%
CW
40
CreativeOne Wealth
Kansas
$10.4M +$5.78M +220,717 +131%
BFS
41
Bare Financial Services
Pennsylvania
$10.2M +$5.91M +225,655 +143%
IWC
42
Integrated Wealth Concepts
Massachusetts
$9.55M +$370K +14,132 +4%
JWBC
43
John W. Brooker & Co
California
$8.81M +$1.94M +73,886 +29%
BIP
44
Blue Investment Partners
California
$8.58M +$2.35M +89,642 +39%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$8.51M +$711K +27,136 +9%
PWS
46
Precision Wealth Strategies
Missouri
$8.44M -$792K -30,227 -9%
IF
47
Intrua Financial
Texas
$8.26M +$682K +26,033 +9%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$8.15M +$3.79M +144,528 +90%
HHGA
49
Halbert Hargrove Global Advisors
California
$7.49M +$7.37M +281,224 New
ECA
50
Elevated Capital Advisors
Utah
$6.94M +$6.82M +260,277 New

PYLD Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q3 2024, worth a combined $1.35B — up 54% from $875M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PYLD positions and 8 closed out — a net gain of 61 holders — while 117 added to existing stakes and 29 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $39.9M. The largest seller was First Heartland Consultants, cutting an estimated $14.7M.

  • 222 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q3 2024, up from 162 in Q2 2024.
  • Funds reported $1.35B of PIMCO Multi Sector Bond Active ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 69 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q3 2024 and 8 closed out, a net change of +61 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q3 2024 was AE Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q3 2024 was First Heartland Consultants, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2024.