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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
Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.21%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.41%
New
69
Increased
117
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACP
26
Aveo Capital Partners
Colorado
$15.2M +$878K +32,946 +6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$15.1M +$2.13M +79,848 +16%
MWM
28
MinichMacGregor Wealth Management
New York
$13.8M +$535K +20,079 +4%
PNAA
29
Pictet North America Advisors
Switzerland
$13.6M -$871K -32,698 -6%
OPS
30
Orion Portfolio Solutions
Nebraska
$13.5M -$646K -24,235 -5%
BCI
31
Brinker Capital Investments
Pennsylvania
$13.5M -$646K -24,235 -5%
FWM
32
Fortress Wealth Management
California
$13.2M +$4.14M +155,291 +46%
OIA
33
OneDigital Investment Advisors
Kansas
$12.4M +$5.02M +188,266 +68%
AIM
34
Astor Investment Management
Illinois
$12.1M -$1.19M -44,531 -9%
CWM
35
Castle Wealth Management
Florida
$11.4M +$5.67M +212,874 +99%
CPW
36
Crestmont Private Wealth
Texas
$10.9M +$688K +25,810 +7%
FF
37
Financial Futures
New Jersey
$10.8M +$853K +31,994 +9%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$934K -35,057 -8%
UBS Group
39
UBS Group
Switzerland
$10.6M +$10.3M +387,297 +4,213%
CW
40
CreativeOne Wealth
Kansas
$10.4M +$5.88M +220,717 +131%
BFS
41
Bare Financial Services
Pennsylvania
$10.2M +$6.01M +225,655 +143%
IWC
42
Integrated Wealth Concepts
Massachusetts
$9.55M +$377K +14,132 +4%
JWBC
43
John W. Brooker & Co
California
$8.81M +$1.97M +73,886 +29%
BIP
44
Blue Investment Partners
California
$8.58M +$2.39M +89,642 +39%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$8.51M +$723K +27,136 +9%
PWS
46
Precision Wealth Strategies
Missouri
$8.44M -$806K -30,227 -9%
IF
47
Intrua Financial
Texas
$8.26M +$694K +26,033 +9%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$8.15M +$3.85M +144,528 +90%
HHGA
49
Halbert Hargrove Global Advisors
California
$7.49M +$7.49M +281,224 New
ECA
50
Elevated Capital Advisors
Utah
$6.94M +$6.94M +260,277 New