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PIMCO Multi Sector Bond Active ETF
PYLD

312 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 98 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,860% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 33

70% more capital invested

Capital invested by funds: $1.35B → $2.29B (+$942M)

64% more funds holding in top 10

Funds holding in top 10: 28 → 46 (+18)

41% more funds holding

Funds holding: 222 → 312 (+90)

3.68% more ownership

Funds ownership: 82.63% → 86.31% (+3.7%)

Holders
312
Holders Change
+90
Holders Change %
+40.54%
% of All Funds
4.11%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
98
Increased
175
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$83.1M
2
Morgan Stanley
Morgan Stanley
New York
+$67.1M
3
LPL Financial
LPL Financial
California
+$50.8M
4
TA
TruWealth Advisors
Louisiana
+$47.3M
5
IAA
Independent Advisor Alliance
North Carolina
+$36.4M

Top Sellers

Rank Fund Capital Flow
1
KAM
Kensington Asset Management
Texas
-$8.28M
2
SFS
Sowell Financial Services
Arkansas
-$6.17M
3
OMC
Old Mission Capital
Illinois
-$4.09M
4
WN
Williams & Novak
California
-$1.26M
5
CWG
Crown Wealth Group
North Carolina
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
126
Vickerman Investment Advisors
Washington
$2.64M +$2.67M +102,022 New
CA
127
Clearstead Advisors
Ohio
$2.49M +$2.52M +96,151 New
MFG
128
Menard Financial Group
Texas
$2.47M -$11.2K -430 -0.4%
MWM
129
Mission Wealth Management
California
$2.46M +$1.1M +41,977 +80%
CSP
130
Cary Street Partners
Virginia
$2.44M +$2.46M +94,141 New
ATWA
131
Arbor Trust Wealth Advisors
Michigan
$2.37M +$2.38M +91,072 New
Mariner
132
Mariner
Kansas
$2.34M +$203K +7,765 +9%
Stifel Financial
133
Stifel Financial
Missouri
$2.28M +$382K +14,586 +20%
BCG
134
Breakwater Capital Group
New Jersey
$2.14M +$516K +19,722 +31%
APA
135
Astoria Portfolio Advisors
New York
$2.12M +$2.16M +82,422 New
CAG
136
Centerpoint Advisory Group
Kansas
$2.05M +$2.07M +79,166 New
DC
137
Davenport & Co
Virginia
$2.04M +$1.66M +63,577 +418%
EWA
138
EverSource Wealth Advisors
Alabama
$2.03M +$354K +13,530 +21%
AAS
139
Ameritas Advisory Services
Nebraska
$2.03M +$79.6K +3,043 +4%
RWIA
140
Roger Wittlin Investment Advisory
California
$1.96M -$466K -17,801 -19%
NRI
141
NFP Retirement Inc
California
$1.89M +$364K +13,900 +23%
GCM
142
Gallacher Capital Management
Colorado
$1.89M +$321K +12,279 +20%
RWM
143
Riverchase Wealth Management
Texas
$1.83M +$1.85M +70,788 New
Jones Financial Companies
144
Jones Financial Companies
Missouri
$1.82M +$1.37M +52,191 +287%
FZCM
145
Flynn Zito Capital Management
New York
$1.82M +$1.84M +70,233 New
CWM
146
Cherrydale Wealth Management
New Jersey
$1.81M +$1.55M +59,277 +563%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$1.81M +$1.26M +47,977 +221%
LJAC
148
L.J. Altfest & Co
New York
$1.78M +$384K +14,665 +27%
WN
149
Williams & Novak
California
$1.74M -$1.26M -48,231 -42%
RRWA
150
Rainey & Randall Wealth Advisors
Florida
$1.62M +$1.63M +62,336 New
4 5
6
7 8

PYLD Hedge Fund Activity: Q4 2024 in Review

312 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q4 2024, worth a combined $2.29B — up 70% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PYLD positions and 5 closed out — a net gain of 93 holders — while 175 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $83.1M. The largest seller was Kensington Asset Management, cutting an estimated $8.28M.

  • 312 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $2.29B of PIMCO Multi Sector Bond Active ETF stock for Q4 2024, up 70% quarter-over-quarter.
  • 98 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q4 2024 and 5 closed out, a net change of +93 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q4 2024 was Bank of America, an estimated $83.1M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q4 2024 was Kensington Asset Management, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2024.