We are live on ! Find out more
PYLD icon

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
MML Investors Services
101
MML Investors Services
Massachusetts
$769K +$44.3K +1,739 +6%
PWM
102
Prosperity Wealth Management
California
$757K +$132K +5,164 +21%
RWB
103
RMR Wealth Builders
New Jersey
$733K +$111K +4,356 +18%
PAG
104
Private Advisor Group
New Jersey
$727K -$1.66M -64,926 -70%
FCG
105
Financial Connections Group
California
$695K +$29.8K +1,168 +5%
IWM
106
IHT Wealth Management
Illinois
$679K +$676K +26,499 New
LCWP
107
Legacy Capital Wealth Partners
Arkansas
$676K +$672K +26,363 New
SHF
108
Stage Harbor Financial
Massachusetts
$620K – – –
RCM
109
RMR Capital Management
California
$602K -$55.4K -2,174 -8%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$601K +$199K +7,808 +50%
AQR Capital Management
111
AQR Capital Management
Connecticut
$598K +$595K +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 +$510K +20,012 New
QWP
115
Quotient Wealth Partners
Texas
$507K -$10.2K -400 -2%
LJAC
116
L.J. Altfest & Co
New York
$425K +$423K +16,583 New
SFS
117
Security Financial Services
Indiana
$419K +$417K +16,354 New
TWC
118
TD Waterhouse Canada
Ontario, Canada
$418K +$419K +16,425 New
ASN
119
Advisory Services Network
Georgia
$418K +$175K +6,861 +73%
MWM
120
Mission Wealth Management
California
$418K +$416K +16,305 New
PJSIMP
121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K +$94.5K +3,705 +30%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$404K +$156K +6,130 +64%
DC
123
Davenport & Co
Virginia
$389K +$168K +6,599 +77%
RA
124
Ruggaard & Associates
Ohio
$387K +$8.44K +331 +2%
AWM
125
Axxcess Wealth Management
California
$384K +$164K +6,413 +75%
3 4
5
6 7

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.