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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$51.4K +$51.1K +2,003 New
GRP
152
Global Retirement Partners
California
$43.6K +$43.4K +1,700 New
CIA
153
Cape Investment Advisory
Georgia
$42.1K +$17K +666 +68%
FHA
154
First Horizon Advisors
Tennessee
$28.3K +$28.2K +1,104 New
MG
155
Mather Group
Illinois
$28.3K +$28K +1,098 New
FHC
156
First Heartland Consultants
Missouri
$18.3K +$676K +26,522 +4%
Allianz Asset Management
157
Allianz Asset Management
Germany
$15.2K +$918 +36 +6%
EW
158
Element Wealth
Mississippi
$13.3K +$13.3K +520 New
OWA
159
Opal Wealth Advisors
New York
$8.79K +$8.75K +343 New
LFG
160
Larson Financial Group
Missouri
$8.72K +$8.67K +340 New
APC
161
Aspire Private Capital
North Carolina
$5.56K +$2.4K +94 +76%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$4.01K – – –
CGF
163
Constant Guidance Financial
Massachusetts
– -$708K -27,700 Closed
ECA
164
Elevated Capital Advisors
Utah
– -$450K -17,457 Closed
Citadel Advisors
165
Citadel Advisors
Florida
– -$362K -14,040 Closed
HIC
166
Hartline Investment Corp
Illinois
– -$345K -13,403 Closed
USCWA
167
U.S. Capital Wealth Advisors
Texas
– -$327K -12,700 Closed
FSWA
168
Financial Synergies Wealth Advisors
Texas
– -$111K -4,296 Closed
FFWM
169
Future Financial Wealth Management
Ohio
– -$108K -4,187 Closed
GWSG
170
GPS Wealth Strategies Group
Colorado
– -$59.7K -2,317 Closed
FGAM
171
Financial Gravity Asset Management
Texas
– -$18K -701 Closed
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.