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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.

New
Increased
Maintained
Reduced
Closed
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 %
VIA
126
Vickerman Investment Advisors
Washington
$2.64M +$2.64M +102,022 New
CA
127
Clearstead Advisors
Ohio
$2.49M +$2.49M +96,151 New
MFG
128
Menard Financial Group
Texas
$2.47M -$11.1K -430 -0.4%
MWM
129
Mission Wealth Management
California
$2.46M +$1.09M +41,977 +80%
CSP
130
Cary Street Partners
Virginia
$2.44M +$2.44M +94,141 New
ATWA
131
Arbor Trust Wealth Advisors
Michigan
$2.37M +$2.37M +91,072 New
Mariner
132
Mariner
Kansas
$2.34M +$201K +7,765 +9%
Stifel Financial
133
Stifel Financial
Missouri
$2.28M +$378K +14,586 +20%
BCG
134
Breakwater Capital Group
New Jersey
$2.14M +$511K +19,722 +31%
APA
135
Astoria Portfolio Advisors
New York
$2.12M +$2.12M +82,422 New
CAG
136
Centerpoint Advisory Group
Kansas
$2.05M +$2.05M +79,166 New
DC
137
Davenport & Co
Virginia
$2.04M +$1.65M +63,577 +418%
EWA
138
EverSource Wealth Advisors
Alabama
$2.03M +$351K +13,530 +21%
AAS
139
Ameritas Advisory Services
Nebraska
$2.03M +$78.9K +3,043 +4%
RWIA
140
Roger Wittlin Investment Advisory
California
$1.96M -$461K -17,801 -19%
NRI
141
NFP Retirement Inc
California
$1.89M +$360K +13,900 +23%
GCM
142
Gallacher Capital Management
Colorado
$1.89M +$318K +12,279 +20%
RWM
143
Riverchase Wealth Management
Texas
$1.83M +$1.83M +70,788 New
Jones Financial Companies
144
Jones Financial Companies
Missouri
$1.82M +$1.35M +52,191 +287%
FZCM
145
Flynn Zito Capital Management
New York
$1.82M +$1.82M +70,233 New
CWM
146
Cherrydale Wealth Management
New Jersey
$1.81M +$1.54M +59,277 +563%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$1.81M +$1.24M +47,977 +221%
LJAC
148
L.J. Altfest & Co
New York
$1.78M +$380K +14,665 +27%
WN
149
Williams & Novak
California
$1.74M -$1.25M -48,231 -42%
RRWA
150
Rainey & Randall Wealth Advisors
Florida
$1.62M +$1.62M +62,336 New
4 5
6
7 8