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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
AQR Capital Management
201
AQR Capital Management
Connecticut
$828K +$225K +8,614 +37%
KWM
202
Kingsview Wealth Management
Oregon
$810K +$42.2K +1,615 +5%
PFG
203
Pinnacle Financial Group
Illinois
$809K +$384K +14,682 +89%
FCG
204
Financial Connections Group
California
$804K +$60.2K +2,303 +8%
ALC
205
Alexander Labrunerie & Co
Missouri
$788K +$126K +4,834 +19%
MSAM
206
Moloney Securities Asset Management
Missouri
$779K +$786K +30,063 New
PCM
207
Parsons Capital Management
Rhode Island
$775K -$44.1K -1,687 -5%
PFS
208
Prospera Financial Services
Texas
$727K +$302K +11,542 +70%
IWM
209
IHT Wealth Management
Illinois
$725K +$16.1K +616 +2%
AG
210
AmeriFlex Group
Nevada
$722K +$722K +27,605 New
CWG
211
Crown Wealth Group
North Carolina
$717K -$1.21M -46,081 -62%
CAM
212
Cozad Asset Management
Illinois
$711K +$300K +11,452 +72%
RA
213
RFG Advisory
Alabama
$692K +$94.1K +3,596 +16%
MCA
214
MSH Capital Advisors
Arizona
$670K +$39.6K +1,513 +6%
RA
215
Ruggaard & Associates
Ohio
$668K +$280K +10,702 +71%
LCWP
216
Legacy Capital Wealth Partners
Arkansas
$660K -$15.8K -603 -2%
TFA
217
Tranquilli Financial Advisor
New Jersey
$658K +$664K +25,394 New
PJSIMP
218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$653K +$62.9K +2,405 +11%
HAM
219
Hickory Asset Management
Ohio
$649K +$655K +25,035 New
SHF
220
Stage Harbor Financial
Massachusetts
$636K +$8.55K +327 +1%
BI
221
Beckerman Institutional
New Jersey
$622K +$155K +5,931 +33%
PCMC
222
Private Capital Management (Colorado)
Colorado
$605K +$425K +16,245 +228%
IDA
223
Intelligence Driven Advisers
California
$600K -$93.9K -3,590 -13%
PA
224
PFG Advisors
Arizona
$596K +$602K +23,013 New
MFG
225
Mosaic Financial Group
Illinois
$590K +$595K +22,764 New
7 8
9
10 11

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.