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PIMCO Multi Sector Bond Active ETF
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Overview Fund Activity

311 hedge funds and large institutions have $2.29B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
311
Holders Change
+89
Holders Change %
+40.09%
% of All Funds
4.14%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
97
Increased
175
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$82.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.9M
3
LPL Financial
3
LPL Financial
California
$106M
4
TA
4
TruWealth Advisors
Louisiana
$46.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$36.1M

Top Sellers

1
KAM
1
Kensington Asset Management
Texas
$11.6M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
WN
4
Williams & Novak
California
$1.74M
5
CWG
5
Crown Wealth Group
North Carolina
$717K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
26
Correct Capital Wealth Management
Missouri
$23.4M +$3.57M +137,913 +18%
PNAA
27
Pictet North America Advisors
Switzerland
$22.2M +$9.04M +348,777 +68%
CPCM
28
Cardinal Point Capital Management
Ontario, Canada
$22.2M +$828K +31,790 +4%
UBS Group
29
UBS Group
Switzerland
$21.9M +$11.6M +447,798 +113%
KLI
30
Kelman-Lazarov Inc
Tennessee
$21.7M +$778K +30,009 +4%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$21M +$13.1M +503,805 +165%
ACP
32
Aveo Capital Partners
Colorado
$20.8M +$6.07M +234,270 +41%
BAG
33
Bridgewealth Advisory Group
California
$20.4M +$3.65M +139,413 +22%
SWMG
34
Sanchez Wealth Management Group
Florida
$19.3M +$690K +26,639 +4%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$19.1M +$159K +6,147 +0.8%
EFP
36
EnRich Financial Partners
Wisconsin
$18.9M +$325K +12,538 +2%
GAM
37
Gemmer Asset Management
California
$18.1M +$2.27M +87,617 +14%
RH
38
RFG Holdings
Texas
$17.9M +$13.5M +521,832 +306%
NG
39
Novem Group
New York
$16.3M +$16.3M +627,713 New
TW
40
Trajan Wealth
Arizona
$16.2M +$962K +37,128 +6%
EIG
41
Ellenbecker Investment Group
Wisconsin
$16M +$16M +618,783 New
OIA
42
OneDigital Investment Advisors
Kansas
$15.2M +$3.17M +122,294 +26%
FWM
43
Fortress Wealth Management
California
$15.1M +$2.21M +85,331 +17%
FF
44
Financial Futures
New Jersey
$14.9M +$4.41M +169,961 +42%
Osaic Holdings
45
Osaic Holdings
Arizona
$14.7M +$8.46M +326,382 +135%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$14.5M +$14.1M +545,751 +3,795%
MWM
47
MinichMacGregor Wealth Management
New York
$14.5M +$1.09M +42,053 +8%
CW
48
CreativeOne Wealth
Kansas
$13.4M +$3.29M +127,114 +33%
CWM
49
Castle Wealth Management
Florida
$12.6M +$1.46M +56,203 +13%
LFA
50
Legacy Financial Advisors
Kentucky
$12.5M +$12.5M +483,659 New
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