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PIMCO Multi Sector Bond Active ETF

311 hedge funds and large institutions have $2.29B invested in PIMCO Multi Sector Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
311
Holders Change
+89
Holders Change %
+40.09%
% of All Funds
4.14%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
97
Increased
175
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$106M 4,107,280 +1,941,964 +90%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$97.6M 3,766,885 +1,017,985 +37%
Bank of America
3
Bank of America
North Carolina
$82.3M 3,175,419 +3,175,025 +805,844%
Morgan Stanley
4
Morgan Stanley
New York
$81.9M 3,159,577 +2,565,704 +432%
SFA
5
Sequoia Financial Advisors
Ohio
$77.4M 2,986,289 +402,502 +16%
NA
6
NewEdge Advisors
Louisiana
$69.1M 2,665,476 +795,467 +43%
AWM
7
AE Wealth Management
Kansas
$68.7M 2,652,320 +531,698 +25%
HighTower Advisors
8
HighTower Advisors
Illinois
$67.2M 2,593,374 +544,077 +27%
KF
9
Krilogy Financial
Missouri
$55.6M 2,146,770 +703,231 +49%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$54.5M 2,101,910 +758,037 +56%
TA
11
TruWealth Advisors
Louisiana
$46.9M 1,808,437 +1,808,437 New
FWP
12
Falcon Wealth Planning
California
$41.6M 1,603,290 +694,092 +76%
IAA
13
Independent Advisor Alliance
North Carolina
$36.1M 1,392,887 +1,392,887 New
FIC
14
Family Investment Center
Missouri
$35.4M 1,365,230 +104,271 +8%
HIP
15
HUB Investment Partners
Texas
$28.4M 1,095,102 +109,073 +11%
JF
16
JSF Financial
California
$28.1M 1,084,171 +1,084,171 New
DWM
17
Dechtman Wealth Management
Colorado
$27M 1,043,258 +810,537 +348%
WWA
18
WCG Wealth Advisors
Nevada
$25.7M 989,924 +97,738 +11%
Wells Fargo
19
Wells Fargo
California
$24.7M 954,367 -13,449 -1%
BFG
20
Berger Financial Group
Minnesota
$24.1M 931,277 +12,211 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$24.1M 928,628 +787,710 +559%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$24M 927,607 +360,607 +64%
DWM
23
Dynasty Wealth Management
Florida
$23.9M 922,589 +922,589 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$23.9M 921,419 +891,440 +2,974%
SWP
25
Sagespring Wealth Partners
Tennessee
$23.6M 908,663 +908,663 New