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PIMCO Multi Sector Bond Active ETF
PYLD

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

763% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 8

303% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 29

54% more capital invested

Capital invested by funds: $875M → $1.35B (+$471M)

47% more funds holding in top 10

Funds holding in top 10: 19 → 28 (+9)

37% more funds holding

Funds holding: 162 → 222 (+60)

8.25% less ownership

Funds ownership: 90.87% → 82.63% (-8.2%)

Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.19%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.4%
New
69
Increased
117
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$39.9M
2
LPL Financial
LPL Financial
California
+$29.2M
3
FIC
Family Investment Center
Missouri
+$23.8M
4
FWP
Falcon Wealth Planning
California
+$23.8M
5
RPGK
Retirement Planning Group (Kansas)
Kansas
+$23.1M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$14.7M
2
DAS
Dynamic Advisor Solutions
Arizona
-$5.61M
3
DWM
Dynasty Wealth Management
Florida
-$4.8M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.12M
5
SW
Simplicity Wealth
New Jersey
-$4.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
176
Ruggaard & Associates
Ohio
$401K -$472 -18 -0.1%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$383K -$35.6K -1,357 -9%
AWM
178
Axxcess Wealth Management
California
$379K -$19.8K -757 -5%
CWP
179
Cyndeo Wealth Partners
Florida
$370K -$3.4M -129,870 -90%
PWM
180
Pinnacle Wealth Management
California
$356K +$4.48K +171 +1%
FCM
181
Fourpath Capital Management
Oklahoma
$340K -$2.31K -88 -0.7%
ACMA
182
Arbor Capital Management (Alaska)
Alaska
$332K +$328K +12,516 New
HBS
183
Howard Bailey Securities
Indiana
$329K +$323K +12,333 New
AFO
184
Arrowroot Family Office
California
$327K -$314 -12 -0.1%
CWP
185
Concord Wealth Partners
Virginia
$327K +$321K +12,254 New
PPW
186
Pasadena Private Wealth
California
$326K -$5.79K -221 -2%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$324K +$232K +8,867 +271%
Citadel Advisors
188
Citadel Advisors
Florida
$322K +$317K +12,100 New
PTC
189
Private Trust Company
Ohio
$310K +$209K +7,960 +216%
WKWM
190
Walter & Keenan Wealth Management
Indiana
$303K +$4.3K +164 +1%
TA
191
Tectonic Advisors
Texas
$281K +$277K +10,557 New
CWM
192
Cherrydale Wealth Management
New Jersey
$281K +$276K +10,527 New
LWM
193
Lodestone Wealth Management
Washington
$267K +$263K +10,033 New
CAG
194
Csenge Advisory Group
Florida
$262K +$261K +9,969 New
PAWA
195
Palo Alto Wealth Advisors
California
$262K +$261K +9,975 New
GWSG
196
GPS Wealth Strategies Group
Colorado
$257K +$252K +9,626 New
ACG
197
Allen Capital Group
Nebraska
$251K +$30K +1,146 +14%
RCM
198
Raleigh Capital Management
North Carolina
$246K -$15.3K -583 -6%
P
199
&Partners
Tennessee
$245K +$240K +9,178 New
SAM
200
SignalPoint Asset Management
Missouri
$213K – – –
6 7
8
9 10

PYLD Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q3 2024, worth a combined $1.35B — up 54% from $875M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PYLD positions and 8 closed out — a net gain of 61 holders — while 117 added to existing stakes and 29 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $39.9M. The largest seller was First Heartland Consultants, cutting an estimated $14.7M.

  • 222 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q3 2024, up from 162 in Q2 2024.
  • Funds reported $1.35B of PIMCO Multi Sector Bond Active ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 69 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q3 2024 and 8 closed out, a net change of +61 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q3 2024 was AE Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q3 2024 was First Heartland Consultants, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2024.