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PIMCO Multi Sector Bond Active ETF

64 hedge funds and large institutions have $225M invested in PIMCO Multi Sector Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,850% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 2

700% more funds holding in top 10

Funds holding in top 10: 18 (+7)

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

352% more capital invested

Capital invested by funds: $49.9M → $225M (+$176M)

137% more funds holding

Funds holding: 2764 (+37)

41.2% more ownership

Funds ownership: 39.57%80.77% (+41%)

Holders
64
Holders Change
+37
Holders Change %
+137.04%
% of All Funds
0.93%
Holding in Top 10
8
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+700%
% of All Funds
0.12%
New
39
Increased
21
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
1
Krilogy Financial
Missouri
$22.9M +$20.1M +816,262 +1,063%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$19.6M +$18.8M +762,276 New
HighTower Advisors
3
HighTower Advisors
Illinois
$17.9M +$17M +687,811 +6,244%
SWMG
4
Sanchez Wealth Management Group
Florida
$16.8M +$16.2M +655,403 New
WAAG
5
Wealth Alliance Advisory Group
Kansas
$16M +$982K +39,779 +7%
EFP
6
EnRich Financial Partners
Wisconsin
$16M +$15.4M +625,277 New
BWG
7
Beta Wealth Group
California
$12.5M +$12M +486,350 New
ACP
8
Aveo Capital Partners
Colorado
$9.58M -$448K -18,164 -5%
FWM
9
Fortress Wealth Management
California
$7.94M +$7.63M +309,286 New
BAG
10
Bridgewealth Advisory Group
California
$7.5M +$6.44M +261,036 +840%
NA
11
NewEdge Advisors
Louisiana
$7.32M +$5.86M +237,568 +488%
LPL Financial
12
LPL Financial
California
$6.54M +$6.29M +254,812 New
FIC
13
Family Investment Center
Missouri
$5.72M +$3.59M +145,453 +188%
SWA
14
Strata Wealth Advisors
Texas
$5.31M +$4.3M +174,244 +537%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$5.13M +$4.42M +179,080 +865%
FHC
16
First Heartland Consultants
Missouri
$4.62M +$136K +5,510 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.98M +$1.13M +45,946 +42%
PAG
18
Private Advisor Group
New Jersey
$3.3M +$3.18M +128,709 New
BFG
19
Bleakley Financial Group
New Jersey
$2.94M +$28.1K +1,139 +1%
SS
20
Simplicity Solutions
Minnesota
$2.94M +$28.1K +1,139 +1%
AWM
21
AE Wealth Management
Kansas
$2.71M +$2.61M +105,578 New
GCM
22
Gallacher Capital Management
Colorado
$2.1M +$2.02M +81,840 New
PA
23
Parallel Advisors
California
$1.61M +$1.55M +62,879 New
SF
24
Synovus Financial
Georgia
$1.54M +$1.48M +60,113 New
GPWA
25
Great Point Wealth Advisors
Massachusetts
$1.48M +$102K +4,131 +8%