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PIMCO Multi Sector Bond Active ETF

222 hedge funds and large institutions have $1.35B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 117 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.21%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.41%
New
69
Increased
117
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$6.89M +$2.51M +93,994 +57%
Osaic Holdings
52
Osaic Holdings
Arizona
$6.45M +$2.51M +94,154 +64%
WWM
53
Waterway Wealth Management
Texas
$6.38M +$6.38M +239,420 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6.37M +$753K +28,265 +13%
DWM
55
Dechtman Wealth Management
Colorado
$6.2M +$6.2M +232,721 New
SFS
56
Sowell Financial Services
Arkansas
$6.17M +$375K +14,056 +6%
SWA
57
Strata Wealth Advisors
Texas
$5.87M +$89.6K +3,363 +2%
SFS
58
Symphony Financial Services
Ohio
$5.8M +$5.8M +217,505 New
LIG
59
Lokken Investment Group
Delaware
$5.02M +$5.02M +188,382 New
BFA
60
Beacon Financial Advisory
Ohio
$4.98M +$1.83M +68,522 +58%
MA
61
Mutual Advisors
Nebraska
$4.84M +$2.59M +98,894 +115%
QWM
62
Quadcap Wealth Management
Texas
$4.82M +$2.21M +82,747 +84%
HW
63
Hedeker Wealth
Illinois
$4.8M +$230K +8,627 +5%
PFG
64
PAX Financial Group
Texas
$4.79M +$1.77M +66,470 +59%
GM
65
GeoWealth Management
Illinois
$4.69M +$762K +28,586 +19%
SPA
66
Sentinel Pension Advisors
Massachusetts
$4.57M +$1.11M +41,510 +32%
BWG
67
Beta Wealth Group
California
$4.57M +$392K +14,692 +9%
RH
68
RFG Holdings
Texas
$4.55M +$3.23M +121,317 +246%
CWM
69
CarsonAllaria Wealth Management
Illinois
$4.33M +$749K +28,103 +21%
BFG
70
Bleakley Financial Group
New Jersey
$4.27M +$6.9K +259 +0.2%
EFS
71
Essex Financial Services
Connecticut
$4.26M +$1.17M +44,464 +38%
DIM
72
Delta Investment Management
California
$4.17M +$40.6K +1,523 +1%
DWP
73
Daymark Wealth Partners
Ohio
$4.09M +$408K +15,300 +11%
OMC
74
Old Mission Capital
Illinois
$4.09M +$4.09M +153,526 New
FHC
75
First Heartland Consultants
Missouri
$4.07M -$15M -561,300 -79%