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PIMCO Multi Sector Bond Active ETF
PYLD

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

536% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 14

500% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 9

90% more capital invested

Capital invested by funds: $461M → $875M (+$414M)

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

38% more funds holding

Funds holding: 117 → 162 (+45)

1.04% more ownership

Funds ownership: 89.83% → 90.87% (+1%)

Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.34%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.27%
New
54
Increased
89
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$58M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$47.6M
3
NA
NewEdge Advisors
Louisiana
+$30M
4
WWA
WCG Wealth Advisors
Nevada
+$24.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$21.8M

Top Sellers

1
PNAA
Pictet North America Advisors
Switzerland
-$4.9M
2
PWS
Precision Wealth Strategies
Missouri
-$2.05M
3
PAG
Private Advisor Group
New Jersey
-$1.66M
4
CGF
Constant Guidance Financial
Massachusetts
-$708K
5
ECA
Elevated Capital Advisors
Utah
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
51
Bleakley Financial Group
New Jersey
$4.1M +$5.97K +234 +0.1%
SW
52
Simplicity Wealth
New Jersey
$4.1M +$5.97K +234 +0.1%
BWG
53
Beta Wealth Group
California
$4.02M +$77 +3 +0%
DIM
54
Delta Investment Management
California
$3.97M +$353K +13,848 +10%
AI
55
Atria Investments
North Carolina
$3.82M +$1.68M +65,796 +79%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.79M +$1.65M +64,738 +78%
GM
57
GeoWealth Management
Illinois
$3.78M +$1.52M +59,572 +68%
CWP
58
Cyndeo Wealth Partners
Florida
$3.69M -$360K -14,121 -9%
DWP
59
Daymark Wealth Partners
Ohio
$3.54M +$3.53M +138,250 New
Jane Street
60
Jane Street
New York
$3.45M +$3.43M +134,567 New
CWM
61
CarsonAllaria Wealth Management
Illinois
$3.44M +$407K +15,958 +13%
SPA
62
Sentinel Pension Advisors
Massachusetts
$3.33M +$3.32M +130,032 New
LCGC
63
Legacy Capital Group California
California
$3.27M +$1.73M +67,874 +114%
EFS
64
Essex Financial Services
Connecticut
$3.06M +$1.39M +54,605 +86%
BFA
65
Beacon Financial Advisory
Ohio
$3.04M +$1.3M +50,909 +75%
PFG
66
PAX Financial Group
Texas
$2.91M +$1.23M +48,064 +74%
QWM
67
Quadcap Wealth Management
Texas
$2.52M +$2.5M +98,195 New
MFG
68
Menard Financial Group
Texas
$2.51M +$176K +6,910 +8%
EFL
69
ERn Financial LLC
Wisconsin
$2.39M +$1.86M +72,788 +357%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$2.35M +$310K +12,154 +15%
PA
71
Parallel Advisors
California
$2.31M +$750K +29,409 +49%
MA
72
Mutual Advisors
Nebraska
$2.23M +$1.24M +48,612 +131%
HI
73
Horizon Investments
North Carolina
$2.22M +$2.23M +87,351 New
CPCM
74
Cardinal Point Capital Management
Ontario, Canada
$2.08M +$2.07M +81,110 New
HKIMG
75
Hutchens & Kramer Investment Management Group
Indiana
$2.07M +$998K +39,146 +93%
1 2
3
4 5

PYLD Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q2 2024, worth a combined $875M — up 90% from $461M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PYLD positions and 9 closed out — a net gain of 45 holders — while 89 added to existing stakes and 14 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $58M. The largest seller was Pictet North America Advisors, cutting an estimated $4.9M.

  • 162 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q2 2024, up from 117 in Q1 2024.
  • Funds reported $875M of PIMCO Multi Sector Bond Active ETF stock for Q2 2024, up 90% quarter-over-quarter.
  • 54 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q2 2024 and 9 closed out, a net change of +45 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q2 2024 was Sequoia Financial Advisors, an estimated $58M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q2 2024 was Pictet North America Advisors, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2024.