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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
Stifel Financial
101
Stifel Financial
Missouri
$1.95M +$1.92M +73,211 New
EWA
102
EverSource Wealth Advisors
Alabama
$1.73M +$117K +4,469 +7%
BCG
103
Breakwater Capital Group
New Jersey
$1.68M +$776K +29,619 +89%
EA
104
Eclectic Associates
California
$1.62M +$485K +18,531 +44%
GCM
105
Gallacher Capital Management
Colorado
$1.62M -$75.4K -2,877 -5%
NRI
106
NFP Retirement Inc
California
$1.58M +$532K +20,318 +52%
HH
107
Hilltop Holdings
Texas
$1.49M +$72.6K +2,770 +5%
RPSA
108
Richard P. Slaughter Associates
Texas
$1.47M +$112K +4,259 +8%
AWS
109
Atria Wealth Solutions
New York
$1.47M +$59.1K +2,257 +4%
LJAC
110
L.J. Altfest & Co
New York
$1.44M +$983K +37,532 +226%
FIM
111
Freedom Investment Management
Connecticut
$1.41M +$23.3K +889 +2%
MWM
112
Mission Wealth Management
California
$1.41M +$956K +36,493 +224%
BPC
113
Banque Pictet & Cie
Switzerland
$1.39M +$13.1K +500 +1%
DAS
114
Dynamic Advisor Solutions
Arizona
$1.38M -$5.61M -214,089 -81%
FFG
115
Foundry Financial Group
New Hampshire
$1.38M +$1.35M +51,716 New
GPWA
116
Great Point Wealth Advisors
Massachusetts
$1.37M -$106K -4,032 -7%
SFC
117
Sprinkle Financial Consultants
Colorado
$1.35M +$158K +6,021 +14%
PAG
118
Private Advisor Group
New Jersey
$1.3M +$534K +20,364 +72%
OC
119
Oppenheimer & Co
New York
$1.19M +$46.9K +1,791 +4%
MAM
120
Milestone Asset Management
Pennsylvania
$1.15M +$276K +10,529 +32%
UWM
121
USAdvisors Wealth Management
Minnesota
$1.14M +$243K +9,263 +28%
LWM
122
Lionsbridge Wealth Management
Florida
$1.13M +$1.11M +42,442 New
PWM
123
Prosperity Wealth Management
California
$1.13M +$333K +12,726 +43%
EFS
124
Econ Financial Services
Pennsylvania
$1.11M +$59.2K +2,261 +6%
WFA
125
WestHill Financial Advisors
California
$1.03M +$1.01M +38,506 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.