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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.

Holders
222
Holders Change
+60
Holders Change %
+37.04%
% of All Funds
3.21%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.41%
New
69
Increased
117
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$73.3M 2,748,900 +880,999 +47%
SFA
2
Sequoia Financial Advisors
Ohio
$68.9M 2,583,787 +307,816 +14%
LPL Financial
3
LPL Financial
California
$57.7M 2,165,316 +1,114,343 +106%
AWM
4
AE Wealth Management
Kansas
$56.5M 2,120,622 +1,524,483 +256%
HighTower Advisors
5
HighTower Advisors
Illinois
$54.6M 2,049,297 +118,104 +6%
NA
6
NewEdge Advisors
Louisiana
$49.8M 1,870,009 +405,770 +28%
KF
7
Krilogy Financial
Missouri
$38.5M 1,443,539 +164,029 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$35.8M 1,343,873 +260,239 +24%
FIC
9
Family Investment Center
Missouri
$33.6M 1,260,959 +909,842 +259%
HIP
10
HUB Investment Partners
Texas
$26.3M 986,029 +141,262 +17%
Wells Fargo
11
Wells Fargo
California
$25.8M 967,816 -44,718 -4%
BFG
12
Berger Financial Group
Minnesota
$24.5M 919,066 +1,646 +0.2%
FWP
13
Falcon Wealth Planning
California
$24.2M 909,198 +909,198 New
WWA
14
WCG Wealth Advisors
Nevada
$23.8M 892,186 -68,069 -7%
CPCM
15
Cardinal Point Capital Management
Ontario, Canada
$21.9M 821,095 +739,985 +912%
KLI
16
Kelman-Lazarov Inc
Tennessee
$21.5M 807,808 +23,721 +3%
CCWM
17
Correct Capital Wealth Management
Missouri
$20.4M 764,043 +764,043 New
KAM
18
Kensington Asset Management
Texas
$19.9M 762,781 +762,781 New
WAAG
19
Wealth Alliance Advisory Group
Kansas
$19.4M 729,639 +20,934 +3%
SWMG
20
Sanchez Wealth Management Group
Florida
$19.2M 718,807 +38,499 +6%
EFP
21
EnRich Financial Partners
Wisconsin
$19.1M 717,554 +31,332 +5%
BAG
22
Bridgewealth Advisory Group
California
$17.1M 641,458 +79,191 +14%
GAM
23
Gemmer Asset Management
California
$16.3M 610,614 +610,614 New
Morgan Stanley
24
Morgan Stanley
New York
$15.8M 593,873 +410,065 +223%
TW
25
Trajan Wealth
Arizona
$15.7M 588,617 +588,617 New