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TMB

Thornburg Multi Sector Bond ETF

22 hedge funds and large institutions have $32.2M invested in Thornburg Multi Sector Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more capital invested

Capital invested by funds: $8.63M → $32.2M (+$23.6M)

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

38% more funds holding

Funds holding: 1622 (+6)

21.38% more ownership

Funds ownership: 20.54%41.92% (+21%)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
8
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$14.7M +$14.6M +572,724 New
HOWA
2
Heritage Oak Wealth Advisors
Florida
$3.98M +$2.78M +109,099 +236%
DBRC
3
D.B. Root & Company
Pennsylvania
$3.23M +$2.98M +116,812 +1,263%
IWS
4
Integrity Wealth Solutions
Colorado
$1.74M +$725K +28,393 +72%
PPWM
5
PFG Private Wealth Management
Florida
$1.74M +$1.73M +67,748 New
EFMC
6
Empire Financial Management Company
New York
$1.42M -$19.8K -774 -1%
CWG
7
Cornerstone Wealth Group
North Carolina
$1.27M +$387K +15,161 +44%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.05M -$99.7K -3,908 -9%
HighTower Advisors
9
HighTower Advisors
Illinois
$558K +$556K +21,767 New
PWA
10
Principia Wealth Advisory
Texas
$341K +$57.3K +2,247 +20%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$326K
GVCM
12
Global View Capital Management
Wisconsin
$318K +$68.2K +2,671 +27%
CNWM
13
Clay Northam Wealth Management
California
$318K +$316K +12,400 New
Goldman Sachs
14
Goldman Sachs
New York
$274K +$273K +10,678 New
Citadel Advisors
15
Citadel Advisors
Florida
$247K -$231K -9,049 -48%
IA
16
IFP Advisors
Florida
$241K +$44.4K +1,738 +23%
AWA
17
Arkadios Wealth Advisors
Georgia
$240K +$239K +9,364 New
SS
18
Sunbelt Securities
Texas
$169K +$169K +6,609 New
SWM
19
Spire Wealth Management
Virginia
$78.7K +$78.4K +3,071 New
Morgan Stanley
20
Morgan Stanley
New York
$11.8K +$11.8K +462 New
JP Morgan Chase
21
JP Morgan Chase
New York
$11.7K +$5.97K +234 +106%
MCM
22
MAI Capital Management
Ohio
$539 +$536 +21 New
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
-$413K -16,246 Closed
FEM
24
Fulcrum Equity Management
Texas
-$300K -11,770 Closed
Jane Street
25
Jane Street
New York
-$283K -11,115 Closed

TMB Hedge Fund Activity: Q3 2025 in Review

22 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Thornburg Multi Sector Bond ETF (TMB) for Q3 2025, worth a combined $32.2M — up 274% from $8.63M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMB positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Strid Group, opening a new position worth an estimated $14.6M. The largest seller was Envestnet Portfolio Solutions, exiting entirely with an estimated $413K sold.

  • 22 institutional investors held Thornburg Multi Sector Bond ETF (TMB) as of Q3 2025, up from 16 in Q2 2025.
  • Funds reported $32.2M of Thornburg Multi Sector Bond ETF stock for Q3 2025, up 274% quarter-over-quarter.
  • 10 funds opened new Thornburg Multi Sector Bond ETF positions in Q3 2025 and 3 closed out, a net change of +7 holders.
  • The largest Thornburg Multi Sector Bond ETF buyer in Q3 2025 was Strid Group, an estimated $14.6M added.
  • The largest Thornburg Multi Sector Bond ETF seller in Q3 2025 was Envestnet Portfolio Solutions, an estimated $413K sold.

Based on aggregated 13F filings for Q3 2025.