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PIMCO Multi Sector Bond Active ETF

378 hedge funds and large institutions have $3.64B invested in PIMCO Multi Sector Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 218 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+67
Holders Change %
+21.54%
% of All Funds
5.14%
Holding in Top 10
62
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.78%
% of All Funds
0.84%
New
94
Increased
218
Reduced
58
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
51
MinichMacGregor Wealth Management
New York
$18.9M +$4.17M +158,377 +28%
FHC
52
First Heartland Consultants
Missouri
$17.6M +$9.33M +354,161 +113%
AIM
53
Astor Investment Management
Illinois
$16.3M +$4.81M +182,424 +42%
CCMI
54
Creative Capital Management Investments
California
$16.3M +$16.3M +619,031 New
CA
55
Continuum Advisory
Idaho
$16.2M +$16.2M +613,198 +103,406%
PWM
56
Pinnacle Wealth Management
California
$15.9M +$15.6M +590,616 +4,192%
FF
57
Financial Futures
New Jersey
$15.9M +$676K +25,640 +4%
MAV
58
Mason & Associates (Virginia)
Virginia
$15.6M +$15.6M +592,347 New
AWS
59
Atria Wealth Solutions
New York
$15.6M +$9.94M +377,238 +177%
BIP
60
Blue Investment Partners
California
$15.5M +$6.19M +235,003 +66%
DC
61
Dahring Cusmano
Michigan
$15.5M +$3.81M +144,724 +33%
FWM
62
Fortress Wealth Management
California
$15.3M -$65.4K -2,481 -0.4%
WWM
63
Waterway Wealth Management
Texas
$15.2M +$8.17M +310,164 +117%
LFA
64
Legacy Financial Advisors
Kentucky
$14.5M +$1.81M +68,504 +14%
SFS
65
Symphony Financial Services
Ohio
$14.5M +$8.79M +333,665 +155%
SWM
66
Schwallier Wealth Management
Michigan
$14.3M +$14.3M +542,418 New
CW
67
CreativeOne Wealth
Kansas
$14.1M +$537K +20,384 +4%
ACG
68
Allen Capital Group
Nebraska
$13.8M +$1.35M +51,389 +11%
Stifel Financial
69
Stifel Financial
Missouri
$13.7M +$11.4M +433,143 +493%
KLI
70
Kelman-Lazarov Inc
Tennessee
$13.6M -$8.49M -322,332 -38%
CWM
71
Castle Wealth Management
Florida
$13.5M +$674K +25,590 +5%
IF
72
Intrua Financial
Texas
$13.3M +$1.58M +59,861 +13%
TI
73
Tidal Investments
Wisconsin
$12.8M +$12.8M +486,843 New
BFS
74
Bare Financial Services
Pennsylvania
$12.2M +$740K +28,076 +6%
VWA
75
Visionary Wealth Advisors
Illinois
$11.9M +$8.79M +333,537 +284%