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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
AI
76
Atria Investments
North Carolina
$3.91M -$63.2K -2,411 -2%
RDFA
77
Ritter Daniher Financial Advisory
Ohio
$3.86M +$3.79M +144,788 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$3.75M +$1.29M +49,381 +54%
FA
79
Fiduciary Alliance
South Carolina
$3.69M +$3.63M +138,458 New
EFL
80
ERn Financial LLC
Wisconsin
$3.58M +$1.07M +41,021 +44%
LCGC
81
Legacy Capital Group California
California
$3.38M -$22.2K -846 -0.7%
HKIMG
82
Hutchens & Kramer Investment Management Group
Indiana
$3.36M +$1.19M +45,266 +56%
WN
83
Williams & Novak
California
$3.08M -$2.58M -98,322 -46%
OWA
84
ORBA Wealth Advisors
Illinois
$3.04M +$2.99M +114,169 New
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
$2.88M +$903K +34,470 +47%
HI
86
Harbour Investments
Wisconsin
$2.66M +$2.61M +99,650 New
TW
87
TrinityPoint Wealth
Connecticut
$2.64M +$2.6M +99,167 New
LSPW
88
Lake Street Private Wealth
Illinois
$2.63M +$836K +31,892 +48%
AWMS
89
Advocacy Wealth Management Services
Georgia
$2.62M +$2.57M +98,178 New
MFG
90
Menard Financial Group
Texas
$2.55M -$59K -2,252 -2%
PA
91
Parallel Advisors
California
$2.55M +$148K +5,662 +6%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$2.49M +$506K +19,311 +26%
RWIA
93
Roger Wittlin Investment Advisory
California
$2.48M +$426K +16,246 +21%
SF
94
Synovus Financial
Georgia
$2.45M +$1.19M +45,360 +97%
HI
95
Horizon Investments
North Carolina
$2.34M +$38.5K +1,471 +2%
VWA
96
Visionary Wealth Advisors
Illinois
$2.32M +$2.28M +87,054 New
Mariner
97
Mariner
Kansas
$2.19M +$852K +32,524 +65%
Renaissance Technologies
98
Renaissance Technologies
New York
$2.08M +$2.05M +78,200 New
AAS
99
Ameritas Advisory Services
Nebraska
$2.01M +$299K +11,416 +18%
CWG
100
Crown Wealth Group
North Carolina
$1.97M +$1.93M +73,741 New

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.