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PIMCO Multi Sector Bond Active ETF
PYLD

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.

New
Increased
Maintained
Reduced
Closed

536% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 14

500% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 9

90% more capital invested

Capital invested by funds: $461M → $875M (+$414M)

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

38% more funds holding

Funds holding: 117 → 162 (+45)

1.04% more ownership

Funds ownership: 89.83% → 90.87% (+1%)

Holders
162
Holders Change
+45
Holders Change %
+38.46%
% of All Funds
2.34%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.27%
New
54
Increased
89
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$58M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$47.6M
3
NA
NewEdge Advisors
Louisiana
+$30M
4
WWA
WCG Wealth Advisors
Nevada
+$24.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$21.8M

Top Sellers

1
PNAA
Pictet North America Advisors
Switzerland
-$4.9M
2
PWS
Precision Wealth Strategies
Missouri
-$2.05M
3
PAG
Private Advisor Group
New Jersey
-$1.66M
4
CGF
Constant Guidance Financial
Massachusetts
-$708K
5
ECA
Elevated Capital Advisors
Utah
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$58.4M +$58M +2,275,971 New
HighTower Advisors
2
HighTower Advisors
Illinois
$49.5M +$21.8M +856,050 +80%
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$47.9M +$47.6M +1,867,901 New
NA
4
NewEdge Advisors
Louisiana
$37.5M +$30M +1,177,009 +410%
KF
5
Krilogy Financial
Missouri
$32.8M +$5.5M +215,580 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$27.8M +$20.1M +788,906 +268%
LPL Financial
7
LPL Financial
California
$26.9M +$15.4M +605,700 +136%
Wells Fargo
8
Wells Fargo
California
$26M +$10.4M +407,555 +67%
WWA
9
WCG Wealth Advisors
Nevada
$24.6M +$24.5M +960,255 New
BFG
10
Berger Financial Group
Minnesota
$23.5M +$278K +10,882 +1%
HIP
11
HUB Investment Partners
Texas
$21.7M +$20.2M +791,880 +1,497%
KLI
12
Kelman-Lazarov Inc
Tennessee
$20.1M +$3.29M +129,074 +20%
WAAG
13
Wealth Alliance Advisory Group
Kansas
$18.2M +$658K +25,810 +4%
EFP
14
EnRich Financial Partners
Wisconsin
$17.6M +$507K +19,878 +3%
SWMG
15
Sanchez Wealth Management Group
Florida
$17.4M +$377K +14,781 +2%
AWM
16
AE Wealth Management
Kansas
$15.3M +$8.88M +348,181 +140%
BAG
17
Bridgewealth Advisory Group
California
$14.4M +$990K +38,802 +7%
PNAA
18
Pictet North America Advisors
Switzerland
$13.9M -$4.9M -192,309 -26%
ACP
19
Aveo Capital Partners
Colorado
$13.8M +$960K +37,663 +8%
BCI
20
Brinker Capital Investments
Pennsylvania
$13.6M +$73.2K +2,870 +0.5%
OPS
21
Orion Portfolio Solutions
Nebraska
$13.6M +$73.2K +2,870 +0.5%
AIM
22
Astor Investment Management
Illinois
$12.8M +$4.48M +175,791 +55%
MWM
23
MinichMacGregor Wealth Management
New York
$12.8M +$12.4M +484,851 +3,857%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12.5M +$7.61M +298,398 +158%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$1.2M +47,083 +12%
1
2 3 4 5

PYLD Hedge Fund Activity: Q2 2024 in Review

162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q2 2024, worth a combined $875M — up 90% from $461M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PYLD positions and 9 closed out — a net gain of 45 holders — while 89 added to existing stakes and 14 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $58M. The largest seller was Pictet North America Advisors, cutting an estimated $4.9M.

  • 162 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q2 2024, up from 117 in Q1 2024.
  • Funds reported $875M of PIMCO Multi Sector Bond Active ETF stock for Q2 2024, up 90% quarter-over-quarter.
  • 54 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q2 2024 and 9 closed out, a net change of +45 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q2 2024 was Sequoia Financial Advisors, an estimated $58M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q2 2024 was Pictet North America Advisors, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2024.