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PIMCO Multi Sector Bond Active ETF

646 hedge funds and large institutions have $10.3B invested in PIMCO Multi Sector Bond Active ETF in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 412 increasing their positions, 105 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 22

292% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 105

24% more capital invested

Capital invested by funds: $8.26B → $10.3B (+$2.02B)

12% more funds holding

Funds holding: 576646 (+70)

9% more funds holding in top 10

Funds holding in top 10: 101110 (+9)

0.22% more ownership

Funds ownership: 81.78%81.99% (+0.22%)

Holders
646
Holders Change
+70
Holders Change %
+12.15%
% of All Funds
7.91%
Holding in Top 10
110
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.91%
% of All Funds
1.35%
New
100
Increased
412
Reduced
105
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$605M +$131M +4,896,498 +27%
Morgan Stanley
2
Morgan Stanley
New York
$550M +$104M +3,885,331 +23%
LPL Financial
3
LPL Financial
California
$472M +$91.3M +3,424,206 +23%
Charles Schwab
4
Charles Schwab
California
$393M +$400M +15,013,101 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$314M +$165M +6,183,600 +107%
SFA
6
Sequoia Financial Advisors
Ohio
$288M +$40.9M +1,535,071 +16%
HighTower Advisors
7
HighTower Advisors
Illinois
$282M +$40.2M +1,509,057 +16%
AWM
8
AE Wealth Management
Kansas
$208M +$39.1M +1,466,190 +23%
ACM
9
Advance Capital Management
Michigan
$186M +$58.5M +2,195,875 +45%
Wells Fargo
10
Wells Fargo
California
$181M +$65.4M +2,454,435 +55%
Raymond James Financial
11
Raymond James Financial
Florida
$181M +$36.1M +1,355,052 +24%
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$169M +$18.5M +695,457 +12%
NA
13
NewEdge Advisors
Louisiana
$147M +$10.5M +394,557 +8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$131M +$21M +786,686 +19%
UBS Group
15
UBS Group
Switzerland
$124M +$34.2M +1,283,424 +37%
UCFA
16
United Capital Financial Advisors
Texas
$120M +$49.9M +1,871,562 +69%
TA
17
TruWealth Advisors
Louisiana
$111M +$4.26M +159,735 +4%
AWMS
18
Advocacy Wealth Management Services
Georgia
$103M +$8.89M +333,378 +9%
KF
19
Krilogy Financial
Missouri
$99.4M +$5.66M +212,345 +6%
GFG
20
GR Financial Group
Arizona
$91.3M +$720K +26,997 +0.8%
WWA
21
WCG Wealth Advisors
Nevada
$89.1M -$2.29M -85,927 -2%
SWP
22
Stratos Wealth Partners
Ohio
$86.7M +$83.9M +3,148,808 +1,968%
DWM
23
Destination Wealth Management
California
$83.6M +$4.36M +163,688 +5%
HI
24
Horizon Investments
North Carolina
$81.7M +$21.3M +800,166 +34%
Jane Street
25
Jane Street
New York
$78.8M +$80.2M +3,007,289 New

PYLD Hedge Fund Activity: Q1 2026 in Review

646 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in PIMCO Multi Sector Bond Active ETF (PYLD) for Q1 2026, worth a combined $10.3B — up 24% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new PYLD positions and 22 closed out — a net gain of 78 holders — while 412 added to existing stakes and 105 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $400M. The largest seller was Horizon Wealth Management, cutting an estimated $57.9M.

  • 646 institutional investors held PIMCO Multi Sector Bond Active ETF (PYLD) as of Q1 2026, up from 576 in Q4 2025.
  • Funds reported $10.3B of PIMCO Multi Sector Bond Active ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 100 funds opened new PIMCO Multi Sector Bond Active ETF positions in Q1 2026 and 22 closed out, a net change of +78 holders.
  • The largest PIMCO Multi Sector Bond Active ETF buyer in Q1 2026 was Charles Schwab, an estimated $400M added.
  • The largest PIMCO Multi Sector Bond Active ETF seller in Q1 2026 was Horizon Wealth Management, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2026.