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PIMCO Multi Sector Bond Active ETF
PYLD

64 hedge funds and large institutions have $225M invested in PIMCO Multi Sector Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 2

700% more funds holding in top 10

Funds holding in top 10: 1 → 8 (+7)

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

352% more capital invested

Capital invested by funds: $49.9M → $225M (+$176M)

137% more funds holding

Funds holding: 27 → 64 (+37)

41.2% more ownership

Funds ownership: 39.57% → 80.77% (+41%)

Holders
64
Holders Change
+37
Holders Change %
+137.04%
% of All Funds
0.93%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
39
Increased
21
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
Krilogy Financial
Missouri
+$20.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$18.8M
3
HighTower Advisors
HighTower Advisors
Illinois
+$17M
4
SWMG
Sanchez Wealth Management Group
Florida
+$16.2M
5
BWG
Beta Wealth Group
California
+$12M

Top Sellers

1
Jane Street
Jane Street
New York
-$461K
2
ACP
Aveo Capital Partners
Colorado
-$448K
3
USCWA
U.S. Capital Wealth Advisors
Texas
-$32.1K
4
EW
Element Wealth
Mississippi
-$24.7K
5
PWM
Pinnacle Wealth Management
California
-$17.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$405K +$389K +15,780 New
MA
52
Mutual Advisors
Nebraska
$361K +$347K +14,057 New
RA
53
RFG Advisory
Alabama
$349K +$336K +13,602 New
PPW
54
Pasadena Private Wealth
California
$348K +$334K +13,552 New
OMC
55
Old Mission Capital
Illinois
$341K +$327K +13,272 New
NRI
56
NFP Retirement Inc
California
$327K +$315K +12,750 New
AWG
57
Altus Wealth Group
Colorado
$306K +$295K +11,940 New
HIP
58
HUB Investment Partners
Texas
$281K +$270K +10,960 New
PWM
59
Pinnacle Wealth Management
California
$256K -$17.8K -723 -7%
BCA
60
Bay Colony Advisors
Massachusetts
$238K +$228K +9,259 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$121K +$116K +4,700 New
PFBT
62
Parkside Financial Bank & Trust
Missouri
$97.2K +$93.4K +3,786 New
Allianz Asset Management
63
Allianz Asset Management
Germany
$12.1K +$962 +39 +9%
NSG
64
Nalls Sherbakoff Group
Tennessee
$1.83K +$25 +1 +1%
EW
65
Element Wealth
Mississippi
– -$24.7K -1,009 Closed
UBS Group
66
UBS Group
Switzerland
– -$1.61K -66 Closed
1 2
3

PYLD Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q4 2023, worth a combined $225M — up 352% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PYLD positions and 2 closed out — a net gain of 37 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was Krilogy Financial, adding an estimated $20.1M. The largest seller was Jane Street, cutting an estimated $461K.

  • 64 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $225M of PIMCO Multi Sector Bond Active ETF stock for Q4 2023, up 352% quarter-over-quarter.
  • 39 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q4 2023 and 2 closed out, a net change of +37 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q4 2023 was Krilogy Financial, an estimated $20.1M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q4 2023 was Jane Street, an estimated $461K sold.

Based on aggregated 13F filings for Q4 2023.