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PIMCO Multi Sector Bond Active ETF

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.

Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.36%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
54
Increased
89
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$769K +$44.6K +1,739 +6%
PWM
102
Prosperity Wealth Management
California
$757K +$132K +5,164 +21%
RWB
103
RMR Wealth Builders
New Jersey
$733K +$112K +4,356 +18%
PAG
104
Private Advisor Group
New Jersey
$727K -$1.66M -64,926 -70%
FCG
105
Financial Connections Group
California
$695K +$29.9K +1,168 +5%
IWM
106
IHT Wealth Management
Illinois
$679K +$679K +26,499 New
LCWP
107
Legacy Capital Wealth Partners
Arkansas
$676K +$676K +26,363 New
SHF
108
Stage Harbor Financial
Massachusetts
$620K
RCM
109
RMR Capital Management
California
$602K -$55.7K -2,174 -8%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$601K +$200K +7,808 +50%
AQR Capital Management
111
AQR Capital Management
Connecticut
$598K +$598K +23,324 New
NCM
112
Northwest Capital Management
Oregon
$531K
SFC
113
Swisher Financial Concepts
Ohio
$517K +$56.9K +2,232 +12%
LAS
114
Lloyd Advisory Services
Georgia
$513K +$513K +20,012 New
QWP
115
Quotient Wealth Partners
Texas
$507K -$10.3K -400 -2%
LJAC
116
L.J. Altfest & Co
New York
$425K +$425K +16,583 New
SFS
117
Security Financial Services
Indiana
$419K +$419K +16,354 New
TWC
118
TD Waterhouse Canada
Ontario, Canada
$418K +$418K +16,425 New
ASN
119
Advisory Services Network
Georgia
$418K +$176K +6,861 +73%
MWM
120
Mission Wealth Management
California
$418K +$418K +16,305 New
PJSIMP
121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K +$95K +3,705 +30%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$404K +$157K +6,130 +64%
DC
123
Davenport & Co
Virginia
$389K +$169K +6,599 +77%
RA
124
Ruggaard & Associates
Ohio
$387K +$8.49K +331 +2%
AWM
125
Axxcess Wealth Management
California
$384K +$164K +6,413 +75%