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PIMCO Multi Sector Bond Active ETF
PYLD

312 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 98 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,860% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 33

70% more capital invested

Capital invested by funds: $1.35B → $2.29B (+$942M)

64% more funds holding in top 10

Funds holding in top 10: 28 → 46 (+18)

41% more funds holding

Funds holding: 222 → 312 (+90)

3.68% more ownership

Funds ownership: 82.63% → 86.31% (+3.7%)

Holders
312
Holders Change
+90
Holders Change %
+40.54%
% of All Funds
4.11%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
98
Increased
175
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$83.1M
2
Morgan Stanley
Morgan Stanley
New York
+$67.1M
3
LPL Financial
LPL Financial
California
+$50.8M
4
TA
TruWealth Advisors
Louisiana
+$47.3M
5
IAA
Independent Advisor Alliance
North Carolina
+$36.4M

Top Sellers

Rank Fund Capital Flow
1
KAM
Kensington Asset Management
Texas
-$8.28M
2
SFS
Sowell Financial Services
Arkansas
-$6.17M
3
OMC
Old Mission Capital
Illinois
-$4.09M
4
WN
Williams & Novak
California
-$1.26M
5
CWG
Crown Wealth Group
North Carolina
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
76
Quadcap Wealth Management
Texas
$7.28M +$2.61M +99,885 +55%
CAM
77
Clarity Asset Management
Iowa
$6.96M +$7.02M +268,384 New
ECA
78
Elevated Capital Advisors
Utah
$6.93M +$180K +6,894 +3%
WWM
79
Waterway Wealth Management
Texas
$6.89M +$693K +26,496 +11%
BFA
80
Beacon Financial Advisory
Ohio
$6.72M +$1.89M +72,226 +39%
Renaissance Technologies
81
Renaissance Technologies
New York
$6.61M +$4.62M +176,691 +226%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$6.44M +$250K +9,552 +4%
DIM
83
Delta Investment Management
California
$6.43M +$2.39M +91,364 +58%
EFS
84
Essex Financial Services
Connecticut
$5.94M +$1.75M +66,789 +41%
SWA
85
Strata Wealth Advisors
Texas
$5.88M +$171K +6,541 +3%
PFG
86
PAX Financial Group
Texas
$5.85M +$1.2M +45,767 +25%
LIG
87
Lokken Investment Group
Delaware
$5.84M +$968K +37,022 +20%
EH
88
Equitable Holdings
New York
$5.76M +$5.81M +222,198 New
MCM
89
MAI Capital Management
Ohio
$5.65M +$5.7M +217,994 New
DWP
90
Daymark Wealth Partners
Ohio
$5.64M +$1.68M +64,148 +42%
SFS
91
Symphony Financial Services
Ohio
$5.59M -$43.2K -1,650 -0.8%
AWS
92
Atria Wealth Solutions
New York
$5.53M +$4.13M +158,032 +287%
PAG
93
Private Advisor Group
New Jersey
$5.39M +$4.16M +159,092 +327%
MA
94
Mutual Advisors
Nebraska
$5.38M +$576K +22,001 +12%
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$5.3M +$5.35M +204,397 New
HKIMG
96
Hutchens & Kramer Investment Management Group
Indiana
$5.27M +$2.01M +76,927 +61%
SPA
97
Sentinel Pension Advisors
Massachusetts
$5.16M +$717K +27,410 +16%
EWA
98
EQ Wealth Advisors
Texas
$5.13M +$5.17M +197,818 New
BWG
99
Beta Wealth Group
California
$4.78M +$340K +12,995 +8%
HW
100
Hedeker Wealth
Illinois
$4.66M -$3.43K -131 -0.1%
2 3
4
5 6

PYLD Hedge Fund Activity: Q4 2024 in Review

312 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q4 2024, worth a combined $2.29B — up 70% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PYLD positions and 5 closed out — a net gain of 93 holders — while 175 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $83.1M. The largest seller was Kensington Asset Management, cutting an estimated $8.28M.

  • 312 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $2.29B of PIMCO Multi Sector Bond Active ETF stock for Q4 2024, up 70% quarter-over-quarter.
  • 98 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q4 2024 and 5 closed out, a net change of +93 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q4 2024 was Bank of America, an estimated $83.1M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q4 2024 was Kensington Asset Management, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2024.