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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.

New
Increased
Maintained
Reduced
Closed

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: 64117 (+53)

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

9.06% more ownership

Funds ownership: 80.77%89.83% (+9.1%)

Holders
117
Holders Change
+53
Holders Change %
+82.81%
% of All Funds
1.69%
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 Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$27.7M +$9.62M +376,317 +54%
KF
2
Krilogy Financial
Missouri
$27.4M +$4.37M +170,888 +19%
BFG
3
Berger Financial Group
Minnesota
$23.4M +$23.2M +906,538 New
PNAA
4
Pictet North America Advisors
Switzerland
$18.9M +$18.8M +734,485 New
FHC
5
First Heartland Consultants
Missouri
$17.7M +$13M +507,522 +282%
WAAG
6
Wealth Alliance Advisory Group
Kansas
$17.6M +$1.47M +57,585 +9%
EFP
7
EnRich Financial Partners
Wisconsin
$17.2M +$1.05M +41,067 +7%
SWMG
8
Sanchez Wealth Management Group
Florida
$17.1M +$259K +10,124 +2%
KLI
9
Kelman-Lazarov Inc
Tennessee
$16.9M +$15.7M +614,426 +1,514%
Wells Fargo
10
Wells Fargo
California
$15.6M +$15.5M +604,979 New
BCI
11
Brinker Capital Investments
Pennsylvania
$13.6M +$13.5M +526,196 New
OPS
12
Orion Portfolio Solutions
Nebraska
$13.6M +$13.5M +526,196 New
BAG
13
Bridgewealth Advisory Group
California
$13.5M +$5.91M +231,339 +79%
ACP
14
Aveo Capital Partners
Colorado
$12.7M +$3.21M +125,738 +34%
LPL Financial
15
LPL Financial
California
$11.5M +$4.87M +190,461 +75%
PWS
16
Precision Wealth Strategies
Missouri
$11M +$10.9M +427,087 New
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.1M +$4.92M +192,454 +96%
FWM
18
Fortress Wealth Management
California
$8.82M +$842K +32,925 +11%
AIM
19
Astor Investment Management
Illinois
$8.29M +$8.23M +321,952 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$7.59M +$6.93M +270,949 +1,139%
NA
21
NewEdge Advisors
Louisiana
$7.4M +$25.2K +984 +0.3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$6.92M +$2.9M +113,324 +73%
FIC
23
Family Investment Center
Missouri
$6.67M +$927K +36,271 +16%
AWM
24
AE Wealth Management
Kansas
$6.39M +$3.64M +142,380 +135%
FF
25
Financial Futures
New Jersey
$6.27M +$6.22M +243,365 New