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PIMCO Multi Sector Bond Active ETF
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Overview Fund Activity

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
Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.21%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.41%
New
69
Increased
117
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$56.5M
2
LPL Financial
2
LPL Financial
California
$57.7M
3
FIC
3
Family Investment Center
Missouri
$33.6M
4
FWP
4
Falcon Wealth Planning
California
$24.2M
5
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$73.3M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$4.07M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$1.38M
3
DWM
3
Dynasty Wealth Management
Florida
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$799K
5
SW
5
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHF
151
Stage Harbor Financial
Massachusetts
$637K – – –
RCM
152
RMR Capital Management
California
$625K – – –
AQR Capital Management
153
AQR Capital Management
Connecticut
$622K – – –
RA
154
RFG Advisory
Alabama
$616K +$241K +9,027 +64%
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$607K +$183K +6,872 +43%
SFC
156
Swisher Financial Concepts
Ohio
$582K +$45.4K +1,716 +8%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$580K +$580K +21,755 New
LAS
158
Lloyd Advisory Services
Georgia
$554K +$21.1K +793 +4%
GA
159
GSG Advisors
New Jersey
$553K +$553K +20,811 New
RJFSA
160
Raymond James Financial Services Advisors
Florida
$550K +$550K +20,632 New
KAS
161
Kestra Advisory Services
Texas
$533K +$139K +5,228 +35%
JWCA
162
J.W. Coons Advisors
Ohio
$528K +$528K +19,800 New
NCM
163
Northwest Capital Management
Oregon
$508K -$43.4K -1,629 -8%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$484K +$484K +18,159 New
BI
165
Beckerman Institutional
New Jersey
$481K +$481K +18,063 New
RFA
166
Rollins Financial Advisors
New York
$469K +$469K +17,595 New
LFG
167
Larson Financial Group
Missouri
$444K +$434K +16,302 +4,795%
PFG
168
Pinnacle Financial Group
Illinois
$441K +$441K +16,547 New
PFS
169
Prospera Financial Services
Texas
$440K +$440K +16,500 New
RJA
170
Raymond James & Associates
Florida
$433K +$433K +16,238 New
CAM
171
Cozad Asset Management
Illinois
$426K +$426K +15,978 New
BFP
172
Beacon Financial Planning
Massachusetts
$423K +$423K +15,889 New
ASN
173
Advisory Services Network
Georgia
$418K – – –
FAIM
174
Financial Advocates Investment Management
Washington
$407K +$407K +15,277 New
DC
175
Davenport & Co
Virginia
$406K +$1.68K +63 +0.4%
5 6
7
8 9