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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
CWM
101
CarsonAllaria Wealth Management
Illinois
$4.52M +$310K +11,861 +7%
BFG
102
Bleakley Financial Group
New Jersey
$4.17M +$11.9K +454 +0.3%
PA
103
Parallel Advisors
California
$4.12M +$1.65M +63,248 +66%
AI
104
Atria Investments
North Carolina
$4.09M +$298K +11,394 +8%
VFG
105
Victory Financial Group
Texas
$3.75M +$3.79M +144,723 New
FA
106
Fiduciary Alliance
South Carolina
$3.71M +$123K +4,717 +3%
BOC
107
Blue Oak Capital
California
$3.64M +$3.66M +139,788 New
TW
108
TrinityPoint Wealth
Connecticut
$3.54M +$978K +37,399 +38%
SCM
109
SOL Capital Management
Maryland
$3.45M +$3.48M +133,125 New
CL
110
CLG LLC
California
$3.43M +$3.46M +132,358 New
EA
111
Eclectic Associates
California
$3.33M +$1.77M +67,769 +112%
LCGC
112
Legacy Capital Group California
California
$3.32M +$41.3K +1,577 +1%
LSPW
113
Lake Street Private Wealth
Illinois
$3.32M +$764K +29,200 +30%
HI
114
Harbour Investments
Wisconsin
$3.1M +$525K +20,076 +20%
VWA
115
Visionary Wealth Advisors
Illinois
$3.04M +$793K +30,308 +35%
OPWM
116
Oregon Pacific Wealth Management
Oregon
$3.02M +$3.04M +116,392 New
OWA
117
ORBA Wealth Advisors
Illinois
$2.98M +$18.2K +697 +0.6%
WCFA
118
Walkner Condon Financial Advisors
Wisconsin
$2.97M +$173K +6,610 +6%
PWP
119
Prasad Wealth Partners
Ohio
$2.94M +$2.97M +113,348 New
LI
120
LHM Inc
Utah
$2.93M +$1.96M +75,000 +200%
AWMS
121
Advocacy Wealth Management Services
Georgia
$2.89M +$344K +13,139 +13%
SFGP
122
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.79M +$2.81M +107,520 New
SMC
123
Smith, Moore & Co
Missouri
$2.78M +$2.81M +107,256 New
AIA
124
AssuredPartners Investment Advisors
Florida
$2.71M +$2.74M +104,645 New
CIBC World Market
125
CIBC World Market
Ontario, Canada
$2.69M +$270K +10,332 +11%
3 4
5
6 7

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.