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PIMCO Multi Sector Bond Active ETF

117 hedge funds and large institutions have $461M invested in PIMCO Multi Sector Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 6

291% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 11

104% more capital invested

Capital invested by funds: $225M → $461M (+$235M)

83% more funds holding

Funds holding: 64117 (+53)

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

9.06% more ownership

Funds ownership: 80.77%89.83% (+9.1%)

Holders
117
Holders Change
+53
Holders Change %
+82.81%
% of All Funds
1.69%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
61
Increased
43
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
51
Essex Financial Services
Connecticut
$1.63M +$568K +22,230 +54%
PA
52
Parallel Advisors
California
$1.56M -$58.3K -2,281 -4%
LCGC
53
Legacy Capital Group California
California
$1.54M +$1.52M +59,654 New
GPWA
54
Great Point Wealth Advisors
Massachusetts
$1.44M -$39.9K -1,561 -3%
HH
55
Hilltop Holdings
Texas
$1.38M +$41.6K +1,627 +3%
RPSA
56
Richard P. Slaughter Associates
Texas
$1.37M +$229K +8,953 +20%
HIP
57
HUB Investment Partners
Texas
$1.36M +$1.07M +41,927 +383%
BPC
58
Banque Pictet & Cie
Switzerland
$1.3M +$1.29M +50,300 New
AWS
59
Atria Wealth Solutions
New York
$1.29M +$842K +32,934 +192%
SF
60
Synovus Financial
Georgia
$1.17M -$372K -14,567 -24%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$1.15M +$1.14M +44,567 New
HKIMG
62
Hutchens & Kramer Investment Management Group
Indiana
$1.07M +$1.07M +41,980 New
OC
63
Oppenheimer & Co
New York
$1.06M +$1.05M +41,083 New
EA
64
Eclectic Associates
California
$1.04M -$320K -12,536 -24%
EFS
65
Econ Financial Services
Pennsylvania
$1.01M +$998K +39,035 New
MA
66
Mutual Advisors
Nebraska
$958K +$591K +23,136 +165%
UWM
67
USAdvisors Wealth Management
Minnesota
$856K +$109K +4,275 +15%
EWA
68
EverSource Wealth Advisors
Alabama
$753K +$761K +29,777 New
RWIA
69
Roger Wittlin Investment Advisory
California
$734K +$728K +28,477 New
MML Investors Services
70
MML Investors Services
Massachusetts
$728K +$1.64K +64 +0.2%
CGF
71
Constant Guidance Financial
Massachusetts
$708K +$708K +27,700 New
FCG
72
Financial Connections Group
California
$669K +$209K +8,160 +46%
RCM
73
RMR Capital Management
California
$660K +$655K +25,639 New
NRI
74
NFP Retirement Inc
California
$650K +$320K +12,500 +98%
PWM
75
Prosperity Wealth Management
California
$628K +$65.2K +2,549 +12%