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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
RWIA
76
Roger Wittlin Investment Advisory
California
$1.97M +$1.24M +48,507 +170%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$1.9M +$751K +29,443 +66%
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$1.88M +$58K +2,275 +3%
LSPW
79
Lake Street Private Wealth
Illinois
$1.71M +$1.7M +66,808 New
RVPG
80
Relative Value Partners Group
$1.71M +$1.7M +66,808 New
AAS
81
Ameritas Advisory Services
Nebraska
$1.64M +$1.63M +63,941 New
GCM
82
Gallacher Capital Management
Colorado
$1.63M -$272K -10,658 -14%
EWA
83
EverSource Wealth Advisors
Alabama
$1.58M +$783K +30,706 +103%
GPWA
84
Great Point Wealth Advisors
Massachusetts
$1.42M -$14.2K -556 -1%
HH
85
Hilltop Holdings
Texas
$1.36M -$12.9K -504 -0.9%
AWS
86
Atria Wealth Solutions
New York
$1.35M +$68.7K +2,695 +5%
FIM
87
Freedom Investment Management
Connecticut
$1.33M +$716K +28,073 +117%
BPC
88
Banque Pictet & Cie
Switzerland
$1.32M +$30.6K +1,200 +2%
RPSA
89
Richard P. Slaughter Associates
Texas
$1.31M -$55.3K -2,169 -4%
Mariner
90
Mariner
Kansas
$1.28M +$683K +26,802 +117%
RH
91
RFG Holdings
Texas
$1.26M +$1.26M +49,300 New
SF
92
Synovus Financial
Georgia
$1.19M +$25.8K +1,012 +2%
SFC
93
Sprinkle Financial Consultants
Colorado
$1.14M +$908K +35,603 +397%
OC
94
Oppenheimer & Co
New York
$1.1M +$43.7K +1,715 +4%
EA
95
Eclectic Associates
California
$1.08M +$43.8K +1,718 +4%
EFS
96
Econ Financial Services
Pennsylvania
$1.01M +$7.63K +299 +0.8%
NRI
97
NFP Retirement Inc
California
$996K +$346K +13,583 +54%
BCG
98
Breakwater Capital Group
New Jersey
$854K +$850K +33,318 New
UWM
99
USAdvisors Wealth Management
Minnesota
$853K +$153 +6 +0%
MAM
100
Milestone Asset Management
Pennsylvania
$840K +$835K +32,755 New
2 3
4
5 6

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.