PIMCO Multi Sector Bond Active ETF
PYLD
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.
917% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 6
291% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 11
104% more capital invested
Capital invested by funds: $225M → $461M (+$235M)
83% more funds holding
Funds holding: 64 → 117 (+53)
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
9.06% more ownership
Funds ownership: 80.77% → 89.83% (+9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$23.2M |
| 2 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
+$18.8M |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$15.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$15.5M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$19.6M |
| 2 |
BWG
Beta Wealth Group
San Diego,
California
|
-$8.43M |
| 3 |
CSIA
Carl Stuart Investment Advisor
Austin,
Texas
|
-$1.05M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$906K |
| 5 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
-$698K |
PYLD Hedge Fund Activity: Q1 2024 in Review
117 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q1 2024, worth a combined $461M — up 104% from $225M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new PYLD positions and 6 closed out — a net gain of 55 holders — while 43 added to existing stakes and 11 trimmed.
The largest buyer was Berger Financial Group, opening a new position worth an estimated $23.2M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $19.6M sold.
- 117 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q1 2024, up from 64 in Q4 2023.
- Funds reported $461M of PIMCO Multi Sector Bond Active ETF stock for Q1 2024, up 104% quarter-over-quarter.
- 61 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q1 2024 and 6 closed out, a net change of +55 holders.
- The largest PIMCO Multi Sector Bond Active ETF buyer in Q1 2024 was Berger Financial Group, an estimated $23.2M added.
- The largest PIMCO Multi Sector Bond Active ETF seller in Q1 2024 was CAPTRUST Financial Advisors, an estimated $19.6M sold.
Based on aggregated 13F filings for Q1 2024.