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PIMCO Multi Sector Bond Active ETF
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Overview Fund Activity

311 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 97 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
311
Holders Change
+89
Holders Change %
+40.09%
% of All Funds
4.14%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
97
Increased
175
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$82.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$81.9M
3
LPL Financial
3
LPL Financial
California
$106M
4
TA
4
TruWealth Advisors
Louisiana
$46.9M
5
IAA
5
Independent Advisor Alliance
North Carolina
$36.1M

Top Sellers

1
KAM
1
Kensington Asset Management
Texas
$11.6M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
WN
4
Williams & Novak
California
$1.74M
5
CWG
5
Crown Wealth Group
North Carolina
$717K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
101
CarsonAllaria Wealth Management
Illinois
$4.52M +$307K +11,861 +7%
BFG
102
Bleakley Financial Group
New Jersey
$4.17M +$11.8K +454 +0.3%
PA
103
Parallel Advisors
California
$4.12M +$1.64M +63,248 +66%
AI
104
Atria Investments
North Carolina
$4.09M +$295K +11,394 +8%
VFG
105
Victory Financial Group
Texas
$3.75M +$3.75M +144,723 New
FA
106
Fiduciary Alliance
South Carolina
$3.71M +$122K +4,717 +3%
BOC
107
Blue Oak Capital
California
$3.64M +$3.64M +139,788 New
TW
108
TrinityPoint Wealth
Connecticut
$3.54M +$969K +37,399 +38%
SCM
109
SOL Capital Management
Maryland
$3.45M +$3.45M +133,125 New
CL
110
CLG LLC
California
$3.43M +$3.43M +132,358 New
EA
111
Eclectic Associates
California
$3.33M +$1.76M +67,769 +112%
LCGC
112
Legacy Capital Group California
California
$3.32M +$40.9K +1,577 +1%
LSPW
113
Lake Street Private Wealth
Illinois
$3.32M +$757K +29,200 +30%
HI
114
Harbour Investments
Wisconsin
$3.1M +$520K +20,076 +20%
VWA
115
Visionary Wealth Advisors
Illinois
$3.04M +$786K +30,308 +35%
OPWM
116
Oregon Pacific Wealth Management
Oregon
$3.02M +$3.02M +116,392 New
OWA
117
ORBA Wealth Advisors
Illinois
$2.98M +$18.1K +697 +0.6%
WCFA
118
Walkner Condon Financial Advisors
Wisconsin
$2.97M +$171K +6,610 +6%
PWP
119
Prasad Wealth Partners
Ohio
$2.94M +$2.94M +113,348 New
LI
120
LHM Inc
Utah
$2.93M +$1.95M +75,000 +200%
AWMS
121
Advocacy Wealth Management Services
Georgia
$2.89M +$341K +13,139 +13%
SFG
122
Stonebridge Financial Group
Pennsylvania
$2.79M +$2.79M +107,520 New
SMC
123
Smith, Moore & Co
Missouri
$2.78M +$2.78M +107,256 New
AIA
124
AssuredPartners Investment Advisors
Florida
$2.71M +$2.71M +104,645 New
CIBC World Market
125
CIBC World Market
Ontario, Canada
$2.69M +$268K +10,332 +11%
3 4
5
6 7