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PIMCO Multi Sector Bond Active ETF

311 hedge funds and large institutions have $2.29B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
311
Holders Change
+89
Holders Change %
+40.09%
% of All Funds
4.14%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
97
Increased
175
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QWM
76
Quadcap Wealth Management
Texas
$7.28M +$2.59M +99,885 +55%
CAM
77
Clarity Asset Management
Iowa
$6.96M +$6.96M +268,384 New
ECA
78
Elevated Capital Advisors
Utah
$6.93M +$179K +6,894 +3%
WWM
79
Waterway Wealth Management
Texas
$6.89M +$687K +26,496 +11%
BFA
80
Beacon Financial Advisory
Ohio
$6.72M +$1.87M +72,226 +39%
Renaissance Technologies
81
Renaissance Technologies
New York
$6.61M +$4.58M +176,691 +226%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$6.44M +$248K +9,552 +4%
DIM
83
Delta Investment Management
California
$6.43M +$2.37M +91,364 +58%
EFS
84
Essex Financial Services
Connecticut
$5.94M +$1.73M +66,789 +41%
SWA
85
Strata Wealth Advisors
Texas
$5.88M +$170K +6,541 +3%
PFG
86
PAX Financial Group
Texas
$5.85M +$1.19M +45,767 +25%
LIG
87
Lokken Investment Group
Delaware
$5.84M +$960K +37,022 +20%
EH
88
Equitable Holdings
New York
$5.76M +$5.76M +222,198 New
MCM
89
MAI Capital Management
Ohio
$5.65M +$5.65M +217,994 New
DWP
90
Daymark Wealth Partners
Ohio
$5.64M +$1.66M +64,148 +42%
SFS
91
Symphony Financial Services
Ohio
$5.59M -$42.8K -1,650 -0.8%
AWS
92
Atria Wealth Solutions
New York
$5.53M +$4.1M +158,032 +287%
PAG
93
Private Advisor Group
New Jersey
$5.39M +$4.12M +159,092 +327%
MA
94
Mutual Advisors
Nebraska
$5.38M +$572K +22,001 +12%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$5.3M +$5.3M +204,397 New
HKIMG
96
Hutchens & Kramer Investment Management Group
Indiana
$5.27M +$1.99M +76,927 +61%
SPA
97
Sentinel Pension Advisors
Massachusetts
$5.16M +$710K +27,410 +16%
EWA
98
EQ Wealth Advisors
Texas
$5.13M +$5.13M +197,818 New
BWG
99
Beta Wealth Group
California
$4.78M +$337K +12,995 +8%
HW
100
Hedeker Wealth
Illinois
$4.66M -$3.4K -131 -0.1%