We are live on ! Find out more
PYLD icon

PIMCO Multi Sector Bond Active ETF

312 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 98 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,860% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 33

70% more capital invested

Capital invested by funds: $1.35B → $2.29B (+$942M)

64% more funds holding in top 10

Funds holding in top 10: 2846 (+18)

41% more funds holding

Funds holding: 222312 (+90)

3.68% more ownership

Funds ownership: 82.63%86.31% (+3.7%)

Holders
312
Holders Change
+90
Holders Change %
+40.54%
% of All Funds
4.11%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
98
Increased
175
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
26
Correct Capital Wealth Management
Missouri
$23.4M +$3.61M +137,913 +18%
PNAA
27
Pictet North America Advisors
Switzerland
$22.2M +$9.12M +348,777 +68%
CPCM
28
Cardinal Point Capital Management
Ontario, Canada
$22.2M +$832K +31,790 +4%
UBS Group
29
UBS Group
Switzerland
$21.9M +$11.7M +447,798 +113%
KLI
30
Kelman-Lazarov Inc
Tennessee
$21.7M +$785K +30,009 +4%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$21M +$13.2M +503,805 +165%
ACP
32
Aveo Capital Partners
Colorado
$20.8M +$6.13M +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 +$697K +26,639 +4%
WAAG
35
Wealth Alliance Advisory Group
Kansas
$19.1M +$161K +6,147 +0.8%
EFP
36
EnRich Financial Partners
Wisconsin
$18.9M +$328K +12,538 +2%
GAM
37
Gemmer Asset Management
California
$18.1M +$2.29M +87,617 +14%
RH
38
RFG Holdings
Texas
$17.9M +$13.7M +521,832 +306%
NG
39
Novem Group
New York
$16.3M +$16.4M +627,713 New
TW
40
Trajan Wealth
Arizona
$16.2M +$971K +37,128 +6%
EIG
41
Ellenbecker Investment Group
Wisconsin
$16M +$16.2M +618,783 New
OIA
42
OneDigital Investment Advisors
Kansas
$15.2M +$3.2M +122,294 +26%
FWM
43
Fortress Wealth Management
California
$15.1M +$2.23M +85,331 +17%
FF
44
Financial Futures
New Jersey
$14.9M +$4.45M +169,961 +42%
Osaic Holdings
45
Osaic Holdings
Arizona
$14.7M +$8.54M +326,382 +135%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$14.5M +$14.3M +545,751 +3,795%
MWM
47
MinichMacGregor Wealth Management
New York
$14.5M +$1.1M +42,053 +8%
CW
48
CreativeOne Wealth
Kansas
$13.4M +$3.33M +127,114 +33%
CWM
49
Castle Wealth Management
Florida
$12.6M +$1.47M +56,203 +13%
LFA
50
Legacy Financial Advisors
Kentucky
$12.5M +$12.7M +483,659 New

PYLD Hedge Fund Activity: Q4 2024 in Review

312 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q4 2024, worth a combined $2.29B — up 70% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PYLD positions and 5 closed out — a net gain of 93 holders — while 175 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $83.1M. The largest seller was Kensington Asset Management, cutting an estimated $8.28M.

  • 312 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $2.29B of PIMCO Multi Sector Bond Active ETF stock for Q4 2024, up 70% quarter-over-quarter.
  • 98 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q4 2024 and 5 closed out, a net change of +93 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q4 2024 was Bank of America, an estimated $83.1M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q4 2024 was Kensington Asset Management, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2024.