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PIMCO Multi Sector Bond Active ETF

312 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 98 funds opening new positions, 175 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,860% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 5

430% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 33

70% more capital invested

Capital invested by funds: $1.35B → $2.29B (+$942M)

64% more funds holding in top 10

Funds holding in top 10: 2846 (+18)

41% more funds holding

Funds holding: 222312 (+90)

3.68% more ownership

Funds ownership: 82.63%86.31% (+3.7%)

Holders
312
Holders Change
+90
Holders Change %
+40.54%
% of All Funds
4.11%
Holding in Top 10
46
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+64.29%
% of All Funds
0.61%
New
98
Increased
175
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$106M +$50.8M +1,941,964 +90%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$97.6M +$26.6M +1,017,985 +37%
Bank of America
3
Bank of America
North Carolina
$82.3M +$83.1M +3,175,025 +805,844%
Morgan Stanley
4
Morgan Stanley
New York
$81.9M +$67.1M +2,565,704 +432%
SFA
5
Sequoia Financial Advisors
Ohio
$77.4M +$10.5M +402,502 +16%
NA
6
NewEdge Advisors
Louisiana
$69.1M +$20.8M +795,467 +43%
AWM
7
AE Wealth Management
Kansas
$68.7M +$13.9M +531,698 +25%
HighTower Advisors
8
HighTower Advisors
Illinois
$67.2M +$14.2M +544,077 +27%
KF
9
Krilogy Financial
Missouri
$55.6M +$18.4M +703,231 +49%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$54.5M +$19.8M +758,037 +56%
TA
11
TruWealth Advisors
Louisiana
$46.9M +$47.3M +1,808,437 New
FWP
12
Falcon Wealth Planning
California
$41.6M +$18.2M +694,092 +76%
IAA
13
Independent Advisor Alliance
North Carolina
$36.1M +$36.4M +1,392,887 New
FIC
14
Family Investment Center
Missouri
$35.4M +$2.73M +104,271 +8%
HIP
15
HUB Investment Partners
Texas
$28.4M +$2.85M +109,073 +11%
JF
16
JSF Financial
California
$28.1M +$28.4M +1,084,171 New
DWM
17
Dechtman Wealth Management
Colorado
$27M +$21.2M +810,537 +348%
WWA
18
WCG Wealth Advisors
Nevada
$25.7M +$2.56M +97,738 +11%
Wells Fargo
19
Wells Fargo
California
$24.7M -$352K -13,449 -1%
BFG
20
Berger Financial Group
Minnesota
$24.1M +$319K +12,211 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$24.1M +$20.6M +787,710 +559%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$24M +$9.43M +360,607 +64%
DWM
23
Dynasty Wealth Management
Florida
$23.9M +$24.1M +922,589 New
JP Morgan Chase
24
JP Morgan Chase
New York
$23.9M +$23.3M +891,440 +2,974%
SWP
25
Sagespring Wealth Partners
Tennessee
$23.6M +$23.8M +908,663 New

PYLD Hedge Fund Activity: Q4 2024 in Review

312 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q4 2024, worth a combined $2.29B — up 70% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PYLD positions and 5 closed out — a net gain of 93 holders — while 175 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $83.1M. The largest seller was Kensington Asset Management, cutting an estimated $8.28M.

  • 312 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q4 2024, up from 222 in Q3 2024.
  • Funds reported $2.29B of PIMCO Multi Sector Bond Active ETF stock for Q4 2024, up 70% quarter-over-quarter.
  • 98 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q4 2024 and 5 closed out, a net change of +93 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q4 2024 was Bank of America, an estimated $83.1M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q4 2024 was Kensington Asset Management, an estimated $8.28M sold.

Based on aggregated 13F filings for Q4 2024.