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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.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 8

303% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 29

54% more capital invested

Capital invested by funds: $875M → $1.35B (+$471M)

47% more funds holding in top 10

Funds holding in top 10: 1928 (+9)

37% more funds holding

Funds holding: 162222 (+60)

8.25% less ownership

Funds ownership: 90.87%82.63% (-8.2%)

Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.19%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.4%
New
69
Increased
117
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
51
Great Valley Advisor Group
Delaware
$6.89M +$2.46M +93,994 +57%
Osaic Holdings
52
Osaic Holdings
Arizona
$6.45M +$2.47M +94,154 +64%
WWM
53
Waterway Wealth Management
Texas
$6.38M +$6.27M +239,420 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$6.37M +$741K +28,265 +13%
DWM
55
Dechtman Wealth Management
Colorado
$6.2M +$6.1M +232,721 New
SFS
56
Sowell Financial Services
Arkansas
$6.17M +$368K +14,056 +6%
SWA
57
Strata Wealth Advisors
Texas
$5.87M +$88.1K +3,363 +2%
SFS
58
Symphony Financial Services
Ohio
$5.8M +$5.7M +217,505 New
LIG
59
Lokken Investment Group
Delaware
$5.02M +$4.94M +188,382 New
BFA
60
Beacon Financial Advisory
Ohio
$4.98M +$1.8M +68,522 +58%
MA
61
Mutual Advisors
Nebraska
$4.84M +$2.59M +98,894 +115%
QWM
62
Quadcap Wealth Management
Texas
$4.82M +$2.17M +82,747 +84%
HW
63
Hedeker Wealth
Illinois
$4.8M +$226K +8,627 +5%
PFG
64
PAX Financial Group
Texas
$4.79M +$1.74M +66,470 +59%
GM
65
GeoWealth Management
Illinois
$4.69M +$749K +28,586 +19%
SPA
66
Sentinel Pension Advisors
Massachusetts
$4.57M +$1.09M +41,510 +32%
BWG
67
Beta Wealth Group
California
$4.57M +$385K +14,692 +9%
RH
68
RFG Holdings
Texas
$4.55M +$3.18M +121,317 +246%
CWM
69
CarsonAllaria Wealth Management
Illinois
$4.33M +$736K +28,103 +21%
BFG
70
Bleakley Financial Group
New Jersey
$4.27M +$6.79K +259 +0.2%
EFS
71
Essex Financial Services
Connecticut
$4.26M +$1.16M +44,464 +38%
DIM
72
Delta Investment Management
California
$4.17M +$39.9K +1,523 +1%
DWP
73
Daymark Wealth Partners
Ohio
$4.09M +$401K +15,300 +11%
OMC
74
Old Mission Capital
Illinois
$4.09M +$4.02M +153,526 New
FHC
75
First Heartland Consultants
Missouri
$4.07M -$14.7M -561,300 -79%

PYLD Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q3 2024, worth a combined $1.35B — up 54% from $875M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PYLD positions and 8 closed out — a net gain of 61 holders — while 117 added to existing stakes and 29 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $39.9M. The largest seller was First Heartland Consultants, cutting an estimated $14.7M.

  • 222 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q3 2024, up from 162 in Q2 2024.
  • Funds reported $1.35B of PIMCO Multi Sector Bond Active ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 69 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q3 2024 and 8 closed out, a net change of +61 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q3 2024 was AE Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q3 2024 was First Heartland Consultants, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2024.