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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
KAS
126
Kestra Advisory Services
Texas
$379K +$159K +6,248 +73%
FTUS
127
Flow Traders U.S.
New York
$369K +$367K +14,398 New
RA
128
RFG Advisory
Alabama
$361K +$6.45K +253 +2%
SPC
129
Sigma Planning Corp
Michigan
$358K +$157K +6,159 +79%
BCA
130
Bay Colony Advisors
Massachusetts
$339K -$4.77K -187 -1%
MCA
131
MSH Capital Advisors
Arizona
$339K +$337K +13,210 New
PWM
132
Pinnacle Wealth Management
California
$338K -$64.6K -2,534 -16%
FCM
133
Fourpath Capital Management
Oklahoma
$329K +$327K +12,842 New
PPW
134
Pasadena Private Wealth
California
$319K -$85.9K -3,367 -21%
AFO
135
Arrowroot Family Office
California
$315K +$313K +12,277 New
ALC
136
Alexander Labrunerie & Co
Missouri
$301K +$300K +11,753 New
WKWM
137
Walter & Keenan Wealth Management
Indiana
$287K +$4.11K +161 +1%
PCM
138
Parsons Capital Management
Rhode Island
$253K +$251K +9,860 New
RCM
139
Raleigh Capital Management
North Carolina
$252K +$109K +4,281 +77%
EW
140
Evoke Wealth
California
$250K +$249K +9,750 New
AFG
141
AFS Financial Group
Maryland
$240K +$239K +9,364 New
UBS Group
142
UBS Group
Switzerland
$236K +$234K +9,193 New
ACG
143
Allen Capital Group
Nebraska
$212K +$211K +8,268 New
SAM
144
SignalPoint Asset Management
Missouri
$205K – – –
PCMC
145
Private Capital Management (Colorado)
Colorado
$99.2K +$85.2K +3,339 +630%
PFBT
146
Parkside Financial Bank & Trust
Missouri
$95.1K – – –
Comerica Bank
147
Comerica Bank
Texas
$94.8K +$94.3K +3,696 New
PTC
148
Private Trust Company
Ohio
$94.4K +$93.9K +3,681 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$84.1K +$83.3K +3,267 New
MSFP
150
Mark Sheptoff Financial Planning
Connecticut
$78.2K +$25K +980 +47%
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.