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PIMCO Multi Sector Bond Active ETF

117 hedge funds and large institutions have $461M invested in PIMCO Multi Sector Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 43 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
117
Holders Change
+53
Holders Change %
+82.81%
% of All Funds
1.7%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
61
Increased
43
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$27.7M 1,075,143 +376,317 +54%
KF
2
Krilogy Financial
Missouri
$27.4M 1,063,930 +170,888 +19%
BFG
3
Berger Financial Group
Minnesota
$23.4M 906,538 +906,538 New
PNAA
4
Pictet North America Advisors
Switzerland
$18.9M 734,485 +734,485 New
FHC
5
First Heartland Consultants
Missouri
$17.7M 687,393 +507,522 +282%
WAAG
6
Wealth Alliance Advisory Group
Kansas
$17.6M 682,895 +57,585 +9%
EFP
7
EnRich Financial Partners
Wisconsin
$17.2M 666,344 +41,067 +7%
SWMG
8
Sanchez Wealth Management Group
Florida
$17.1M 665,527 +10,124 +2%
KLI
9
Kelman-Lazarov Inc
Tennessee
$16.9M 655,013 +614,426 +1,514%
Wells Fargo
10
Wells Fargo
California
$15.6M 604,979 +604,979 New
OPS
11
Orion Portfolio Solutions
Nebraska
$13.6M 526,196 +526,196 New
BCI
12
Brinker Capital Investments
Pennsylvania
$13.6M 526,196 +526,196 New
BAG
13
Bridgewealth Advisory Group
California
$13.5M 523,465 +231,339 +79%
ACP
14
Aveo Capital Partners
Colorado
$12.7M 498,819 +125,738 +34%
LPL Financial
15
LPL Financial
California
$11.5M 445,273 +190,461 +75%
PWS
16
Precision Wealth Strategies
Missouri
$11M 427,087 +427,087 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.1M 392,239 +192,454 +96%
FWM
18
Fortress Wealth Management
California
$8.82M 342,211 +32,925 +11%
AIM
19
Astor Investment Management
Illinois
$8.29M 321,952 +321,952 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.59M 294,728 +270,949 +1,139%
NA
21
NewEdge Advisors
Louisiana
$7.4M 287,230 +984 +0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.92M 268,514 +113,324 +73%
FIC
23
Family Investment Center
Missouri
$6.67M 259,026 +36,271 +16%
AWM
24
AE Wealth Management
Kansas
$6.39M 247,958 +142,380 +135%
FF
25
Financial Futures
New Jersey
$6.27M 243,365 +243,365 New