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PIMCO Multi Sector Bond Active ETF

162 hedge funds and large institutions have $875M invested in PIMCO Multi Sector Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.36%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
54
Increased
89
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
51
Simplicity Wealth
New Jersey
$4.1M +$6K +234 +0.1%
BFG
52
Bleakley Financial Group
New Jersey
$4.1M +$6K +234 +0.1%
BWG
53
Beta Wealth Group
California
$4.02M +$77 +3 +0%
DIM
54
Delta Investment Management
California
$3.97M +$355K +13,848 +10%
AI
55
Atria Investments
North Carolina
$3.82M +$1.69M +65,796 +79%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.79M +$1.66M +64,738 +78%
GM
57
GeoWealth Management
Illinois
$3.78M +$1.53M +59,572 +68%
CWP
58
Cyndeo Wealth Partners
Florida
$3.69M -$362K -14,121 -9%
DWP
59
Daymark Wealth Partners
Ohio
$3.54M +$3.54M +138,250 New
Jane Street
60
Jane Street
New York
$3.45M +$3.45M +134,567 New
CWM
61
CarsonAllaria Wealth Management
Illinois
$3.44M +$409K +15,958 +13%
SPA
62
Sentinel Pension Advisors
Massachusetts
$3.33M +$3.33M +130,032 New
LCGC
63
Legacy Capital Group California
California
$3.27M +$1.74M +67,874 +114%
EFS
64
Essex Financial Services
Connecticut
$3.06M +$1.42M +54,605 +86%
BFA
65
Beacon Financial Advisory
Ohio
$3.04M +$1.31M +50,909 +75%
PFG
66
PAX Financial Group
Texas
$2.91M +$1.23M +48,064 +74%
QWM
67
Quadcap Wealth Management
Texas
$2.52M +$2.52M +98,195 New
MFG
68
Menard Financial Group
Texas
$2.51M +$177K +6,910 +8%
EFL
69
ERn Financial LLC
Wisconsin
$2.39M +$1.87M +72,788 +357%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$2.35M +$312K +12,154 +15%
PA
71
Parallel Advisors
California
$2.31M +$754K +29,409 +49%
MA
72
Mutual Advisors
Nebraska
$2.23M +$1.26M +48,612 +131%
HI
73
Horizon Investments
North Carolina
$2.22M +$2.22M +87,351 New
CPCM
74
Cardinal Point Capital Management
Ontario, Canada
$2.08M +$2.08M +81,110 New
HKIMG
75
Hutchens & Kramer Investment Management Group
Indiana
$2.07M +$997K +39,146 +93%