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PIMCO Multi Sector Bond Active ETF
PYLD

27 hedge funds and large institutions have $49.9M invested in PIMCO Multi Sector Bond Active ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

289% more capital invested

Capital invested by funds: $12.8M → $49.9M (+$37.1M)

286% more funds holding

Funds holding: 7 → 27 (+20)

18.62% more ownership

Funds ownership: 20.95% → 39.57% (+19%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
27
Holders Change
+20
Holders Change %
+285.71%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAAG
Wealth Alliance Advisory Group
Kansas
+$14.6M
2
ACP
Aveo Capital Partners
Colorado
+$9.73M
3
FHC
First Heartland Consultants
Missouri
+$4.33M
4
BFG
Bleakley Financial Group
New Jersey
+$2.82M
5
SS
Simplicity Solutions
Minnesota
+$2.82M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$9.37M
2
Citadel Advisors
Citadel Advisors
Florida
-$801K
3
Jane Street
Jane Street
New York
-$523K
4
UBS Group
UBS Group
Switzerland
-$7.43K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1
Wealth Alliance Advisory Group
Kansas
$14.3M +$14.6M +585,531 New
ACP
2
Aveo Capital Partners
Colorado
$9.56M +$9.73M +391,245 New
FHC
3
First Heartland Consultants
Missouri
$4.26M +$4.33M +174,361 New
BFG
4
Bleakley Financial Group
New Jersey
$2.78M +$2.82M +113,606 New
SS
5
Simplicity Solutions
Minnesota
$2.78M +$2.82M +113,606 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.67M +$2.21M +88,704 +432%
FIC
7
Family Investment Center
Missouri
$1.89M +$1.92M +77,302 New
KF
8
Krilogy Financial
Missouri
$1.88M +$1.91M +76,780 New
GPWA
9
Great Point Wealth Advisors
Massachusetts
$1.31M +$1.33M +53,483 New
HH
10
Hilltop Holdings
Texas
$1.25M +$1.27M +51,162 New
NA
11
NewEdge Advisors
Louisiana
$1.19M +$1.21M +48,678 New
Jane Street
12
Jane Street
New York
$921K -$523K -21,020 -36%
RPSA
13
Richard P. Slaughter Associates
Texas
$893K +$909K +36,554 New
SWA
14
Strata Wealth Advisors
Texas
$793K +$807K +32,467 New
BAG
15
Bridgewealth Advisory Group
California
$760K +$773K +31,090 New
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$506K +$515K +20,705 New
DIM
17
Delta Investment Management
California
$433K – – –
USCWA
18
U.S. Capital Wealth Advisors
Texas
$425K +$433K +17,400 New
FCG
19
Financial Connections Group
California
$406K +$413K +16,623 New
EFS
20
Essex Financial Services
Connecticut
$317K +$323K +12,978 New
HighTower Advisors
21
HighTower Advisors
Illinois
$269K +$75K +3,015 +38%
PWM
22
Pinnacle Wealth Management
California
$262K +$266K +10,710 New
EW
23
Element Wealth
Mississippi
$24.7K +$25.1K +1,009 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$10.6K +$10.8K +433 New
Osaic Holdings
25
Osaic Holdings
Arizona
$5.01K +$5.1K +205 New
1
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PYLD Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q3 2023, worth a combined $49.9M — up 289% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PYLD positions and 2 closed out — a net gain of 20 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Wealth Alliance Advisory Group, opening a new position worth an estimated $14.6M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $9.37M sold.

  • 27 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q3 2023, up from 7 in Q2 2023.
  • Funds reported $49.9M of PIMCO Multi Sector Bond Active ETF stock for Q3 2023, up 289% quarter-over-quarter.
  • 22 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q3 2023 and 2 closed out, a net change of +20 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q3 2023 was Wealth Alliance Advisory Group, an estimated $14.6M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q3 2023 was JP Morgan Chase, an estimated $9.37M sold.

Based on aggregated 13F filings for Q3 2023.