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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
Bank of America
North Carolina
$82.3M
2
Morgan Stanley
Morgan Stanley
New York
$81.9M
3
LPL Financial
LPL Financial
California
$106M
4
TA
TruWealth Advisors
Louisiana
$46.9M
5
IAA
Independent Advisor Alliance
North Carolina
$36.1M

Top Sellers

1
KAM
Kensington Asset Management
Texas
$11.6M
2
SFS
Sowell Financial Services
Arkansas
$0
3
OMC
Old Mission Capital
Illinois
$0
4
WN
Williams & Novak
California
$1.74M
5
CWG
Crown Wealth Group
North Carolina
$717K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPAM
151
Investment Partners Asset Management
New Jersey
$1.62M +$1.62M +62,451 New
PAS
152
PKS Advisory Services
New York
$1.61M +$1.61M +62,254 New
BPC
153
Banque Pictet & Cie
Switzerland
$1.58M +$231K +8,930 +17%
RPSA
154
Richard P. Slaughter Associates
Texas
$1.56M +$127K +4,885 +9%
FFG
155
Foundry Financial Group
New Hampshire
$1.53M +$193K +7,445 +14%
NWMP
156
Noble Wealth Management PBC
Colorado
$1.52M +$1.52M +58,576 New
JWCA
157
J.W. Coons Advisors
Ohio
$1.51M +$1,000K +38,580 +195%
HH
158
Hilltop Holdings
Texas
$1.47M +$23.9K +922 +2%
SFC
159
Sprinkle Financial Consultants
Colorado
$1.45M +$140K +5,413 +11%
DAS
160
Dynamic Advisor Solutions
Arizona
$1.42M +$82.7K +3,189 +6%
GWM
161
GSB Wealth Management
Connecticut
$1.39M +$1.39M +53,783 New
IA
162
IFP Advisors
Florida
$1.38M +$1.38M +53,118 New
SFS
163
Security Financial Services
Indiana
$1.38M +$633K +24,406 +85%
WWM
164
Western Wealth Management
Colorado
$1.36M +$1.36M +52,509 New
FIM
165
Freedom Investment Management
Connecticut
$1.35M -$21.5K -829 -2%
UWM
166
USAdvisors Wealth Management
Minnesota
$1.35M +$242K +9,360 +22%
S
167
SharpePoint
Arizona
$1.33M +$1.33M +51,226 New
GPWA
168
Great Point Wealth Advisors
Massachusetts
$1.31M -$25.6K -988 -2%
CAL
169
Capital Analysts LLC
Pennsylvania
$1.29M +$568K +21,932 +78%
SF
170
Synovus Financial
Georgia
$1.28M -$1.1M -42,387 -46%
TMWM
171
Taylor & Morgan Wealth Management
Michigan
$1.24M +$1.24M +47,913 New
SAI
172
Savvy Advisors Inc
New York
$1.21M +$1.21M +46,543 New
OC
173
Oppenheimer & Co
New York
$1.19M +$32.6K +1,256 +3%
RWB
174
RMR Wealth Builders
New Jersey
$1.15M +$328K +12,662 +40%
EW
175
Evoke Wealth
California
$1.11M +$407K +15,634 +58%
5 6
7
8 9