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PIMCO Multi Sector Bond Active ETF

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
Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.36%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
54
Increased
89
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$379K +$160K +6,248 +73%
FTUS
127
Flow Traders U.S.
New York
$369K +$369K +14,398 New
RA
128
RFG Advisory
Alabama
$361K +$6.49K +253 +2%
SPC
129
Sigma Planning Corp
Michigan
$358K +$158K +6,159 +79%
BCA
130
Bay Colony Advisors
Massachusetts
$339K -$4.8K -187 -1%
MCA
131
MSH Capital Advisors
Arizona
$339K +$339K +13,210 New
PWM
132
Pinnacle Wealth Management
California
$338K -$65K -2,534 -16%
FCM
133
Fourpath Capital Management
Oklahoma
$329K +$329K +12,842 New
PPW
134
Pasadena Private Wealth
California
$319K -$86.3K -3,367 -21%
AFO
135
Arrowroot Family Office
California
$315K +$315K +12,277 New
ALC
136
Alexander Labrunerie & Co
Missouri
$301K +$301K +11,753 New
WKWM
137
Walter & Keenan Wealth Management
Indiana
$287K +$4.13K +161 +1%
PCM
138
Parsons Capital Management
Rhode Island
$253K +$253K +9,860 New
RCM
139
Raleigh Capital Management
North Carolina
$252K +$110K +4,281 +77%
EW
140
Evoke Wealth
California
$250K +$250K +9,750 New
AFG
141
AFS Financial Group
Maryland
$240K +$240K +9,364 New
UBS Group
142
UBS Group
Switzerland
$236K +$236K +9,193 New
ACG
143
Allen Capital Group
Nebraska
$212K +$212K +8,268 New
SAM
144
SignalPoint Asset Management
Missouri
$205K
PCMC
145
Private Capital Management (Colorado)
Colorado
$99.2K +$85.6K +3,339 +630%
PFBT
146
Parkside Financial Bank & Trust
Missouri
$95.1K
Comerica Bank
147
Comerica Bank
Texas
$94.8K +$94.8K +3,696 New
PTC
148
Private Trust Company
Ohio
$94.4K +$94.4K +3,681 New
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$84.1K +$84.1K +3,267 New
MSFP
150
Mark Sheptoff Financial Planning
Connecticut
$78.2K +$25.1K +980 +47%