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PIMCO Multi Sector Bond Active ETF

162 hedge funds and large institutions have $875M invested in PIMCO Multi Sector Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.36%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.28%
New
54
Increased
89
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$58.4M 2,275,971 +2,275,971 New
HighTower Advisors
2
HighTower Advisors
Illinois
$49.5M 1,931,193 +856,050 +80%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$47.9M 1,867,901 +1,867,901 New
NA
4
NewEdge Advisors
Louisiana
$37.5M 1,464,239 +1,177,009 +410%
KF
5
Krilogy Financial
Missouri
$32.8M 1,279,510 +215,580 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27.8M 1,083,634 +788,906 +268%
LPL Financial
7
LPL Financial
California
$26.9M 1,050,973 +605,700 +136%
Wells Fargo
8
Wells Fargo
California
$26M 1,012,534 +407,555 +67%
WWA
9
WCG Wealth Advisors
Nevada
$24.6M 960,255 +960,255 New
BFG
10
Berger Financial Group
Minnesota
$23.5M 917,420 +10,882 +1%
HIP
11
HUB Investment Partners
Texas
$21.7M 844,767 +791,880 +1,497%
KLI
12
Kelman-Lazarov Inc
Tennessee
$20.1M 784,087 +129,074 +20%
WAAG
13
Wealth Alliance Advisory Group
Kansas
$18.2M 708,705 +25,810 +4%
EFP
14
EnRich Financial Partners
Wisconsin
$17.6M 686,222 +19,878 +3%
SWMG
15
Sanchez Wealth Management Group
Florida
$17.4M 680,308 +14,781 +2%
AWM
16
AE Wealth Management
Kansas
$15.3M 596,139 +348,181 +140%
BAG
17
Bridgewealth Advisory Group
California
$14.4M 562,267 +38,802 +7%
PNAA
18
Pictet North America Advisors
Switzerland
$13.9M 542,176 -192,309 -26%
ACP
19
Aveo Capital Partners
Colorado
$13.8M 536,482 +37,663 +8%
BCI
20
Brinker Capital Investments
Pennsylvania
$13.6M 529,066 +2,870 +0.5%
OPS
21
Orion Portfolio Solutions
Nebraska
$13.6M 529,066 +2,870 +0.5%
AIM
22
Astor Investment Management
Illinois
$12.8M 497,743 +175,791 +55%
MWM
23
MinichMacGregor Wealth Management
New York
$12.8M 497,423 +484,851 +3,857%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.5M 487,152 +298,398 +158%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$11.3M 439,322 +47,083 +12%