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PIMCO Multi Sector Bond Active ETF

222 hedge funds and large institutions have $1.35B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 117 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 8

303% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 29

54% more capital invested

Capital invested by funds: $875M → $1.35B (+$471M)

47% more funds holding in top 10

Funds holding in top 10: 1928 (+9)

37% more funds holding

Funds holding: 162222 (+60)

8.25% less ownership

Funds ownership: 90.87%82.63% (-8.2%)

Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.19%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.4%
New
69
Increased
117
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$73.3M +$23.1M +880,999 +47%
SFA
2
Sequoia Financial Advisors
Ohio
$68.9M +$8.06M +307,816 +14%
LPL Financial
3
LPL Financial
California
$57.7M +$29.2M +1,114,343 +106%
AWM
4
AE Wealth Management
Kansas
$56.5M +$39.9M +1,524,483 +256%
HighTower Advisors
5
HighTower Advisors
Illinois
$54.6M +$3.09M +118,104 +6%
NA
6
NewEdge Advisors
Louisiana
$49.8M +$10.6M +405,770 +28%
KF
7
Krilogy Financial
Missouri
$38.5M +$4.3M +164,029 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.8M +$6.82M +260,239 +24%
FIC
9
Family Investment Center
Missouri
$33.6M +$23.8M +909,842 +259%
HIP
10
HUB Investment Partners
Texas
$26.3M +$3.7M +141,262 +17%
Wells Fargo
11
Wells Fargo
California
$25.8M -$1.17M -44,718 -4%
BFG
12
Berger Financial Group
Minnesota
$24.5M +$43.1K +1,646 +0.2%
FWP
13
Falcon Wealth Planning
California
$24.2M +$23.8M +909,198 New
WWA
14
WCG Wealth Advisors
Nevada
$23.8M -$1.78M -68,069 -7%
CPCM
15
Cardinal Point Capital Management
Ontario, Canada
$21.9M +$19.4M +739,985 +912%
KLI
16
Kelman-Lazarov Inc
Tennessee
$21.5M +$621K +23,721 +3%
CCWM
17
Correct Capital Wealth Management
Missouri
$20.4M +$20M +764,043 New
KAM
18
Kensington Asset Management
Texas
$19.9M +$20M +762,781 New
WAAG
19
Wealth Alliance Advisory Group
Kansas
$19.4M +$548K +20,934 +3%
SWMG
20
Sanchez Wealth Management Group
Florida
$19.2M +$1.01M +38,499 +6%
EFP
21
EnRich Financial Partners
Wisconsin
$19.1M +$821K +31,332 +5%
BAG
22
Bridgewealth Advisory Group
California
$17.1M +$2.07M +79,191 +14%
GAM
23
Gemmer Asset Management
California
$16.3M +$16M +610,614 New
Morgan Stanley
24
Morgan Stanley
New York
$15.8M +$10.7M +410,065 +223%
TW
25
Trajan Wealth
Arizona
$15.7M +$15.4M +588,617 New

PYLD Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q3 2024, worth a combined $1.35B — up 54% from $875M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PYLD positions and 8 closed out — a net gain of 61 holders — while 117 added to existing stakes and 29 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $39.9M. The largest seller was First Heartland Consultants, cutting an estimated $14.7M.

  • 222 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q3 2024, up from 162 in Q2 2024.
  • Funds reported $1.35B of PIMCO Multi Sector Bond Active ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 69 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q3 2024 and 8 closed out, a net change of +61 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q3 2024 was AE Wealth Management, an estimated $39.9M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q3 2024 was First Heartland Consultants, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2024.