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PIMCO Multi Sector Bond Active ETF
PYLD

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: 19 → 28 (+9)

37% more funds holding

Funds holding: 162 → 222 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$39.9M
2
LPL Financial
LPL Financial
California
+$29.2M
3
FIC
Family Investment Center
Missouri
+$23.8M
4
FWP
Falcon Wealth Planning
California
+$23.8M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$23.1M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$14.7M
2
DAS
Dynamic Advisor Solutions
Arizona
-$5.61M
3
DWM
Dynasty Wealth Management
Florida
-$4.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.12M
5
SW
Simplicity Wealth
New Jersey
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LI
126
LHM Inc
Utah
$999K +$982K +37,501 New
MCM
127
Manchester Capital Management
Vermont
$975K +$959K +36,597 New
TFS
128
Thoroughbred Financial Services
Tennessee
$963K +$947K +36,137 New
FTUS
129
Flow Traders U.S.
New York
$956K +$563K +21,490 +149%
WAM
130
WNY Asset Management
New York
$893K +$878K +33,520 New
NCFG
131
New Century Financial Group
New Jersey
$859K +$845K +32,246 New
RWB
132
RMR Wealth Builders
New Jersey
$847K +$84K +3,208 +11%
PCM
133
Parsons Capital Management
Rhode Island
$842K +$569K +21,719 +220%
TWC
134
TD Waterhouse Canada
Ontario, Canada
$840K +$398K +15,210 +93%
MML Investors Services
135
MML Investors Services
Massachusetts
$839K +$38.7K +1,478 +5%
JP Morgan Chase
136
JP Morgan Chase
New York
$799K -$4.12M -157,437 -84%
KWM
137
Kingsview Wealth Management
Oregon
$790K +$777K +29,649 New
FCG
138
Financial Connections Group
California
$765K +$42.5K +1,624 +6%
SFS
139
Security Financial Services
Indiana
$764K +$322K +12,304 +75%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$757K +$133K +5,078 +22%
CAL
141
Capital Analysts LLC
Pennsylvania
$746K +$734K +28,002 New
IWM
142
IHT Wealth Management
Illinois
$729K +$21.9K +837 +3%
EW
143
Evoke Wealth
California
$720K +$452K +17,250 +177%
IDA
144
Intelligence Driven Advisers
California
$713K +$700K +26,736 New
AC
145
Apella Capital
Connecticut
$709K +$700K +26,737 New
LCWP
146
Legacy Capital Wealth Partners
Arkansas
$695K -$7.57K -289 -1%
ALC
147
Alexander Labrunerie & Co
Missouri
$681K +$362K +13,813 +118%
FFA
148
Farther Finance Advisors
California
$651K +$640K +24,429 New
BCA
149
Bay Colony Advisors
Massachusetts
$650K +$293K +11,182 +85%
MCA
150
MSH Capital Advisors
Arizona
$648K +$291K +11,123 +84%
4 5
6
7 8

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.