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TMB

Thornburg Multi Sector Bond ETF

22 hedge funds and large institutions have $42.1M invested in Thornburg Multi Sector Bond ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $32.2M → $42.1M (+$9.88M)

13.9% more ownership

Funds ownership: 41.92%55.83% (+14%)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
4
Increased
14
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Strid Group
Pennsylvania
$14.1M -$557K -21,668 -4%
PCS
2
Personal CFO Solutions
New Jersey
$11.5M +$11.5M +447,977 New
DBRC
3
D.B. Root & Company
Pennsylvania
$4.3M +$1.08M +41,873 +33%
IWS
4
Integrity Wealth Solutions
Colorado
$2.28M +$551K +21,411 +32%
CWG
5
Cornerstone Wealth Group
North Carolina
$1.81M +$545K +21,194 +43%
EFMC
6
Empire Financial Management Company
New York
$1.42M +$1.39K +54 +0.1%
CNWM
7
Clay Northam Wealth Management
California
$1.41M +$1.1M +42,750 +345%
Goldman Sachs
8
Goldman Sachs
New York
$1.01M +$737K +28,654 +268%
Jane Street
9
Jane Street
New York
$860K +$864K +33,607 New
Citadel Advisors
10
Citadel Advisors
Florida
$666K +$422K +16,392 +170%
HighTower Advisors
11
HighTower Advisors
Illinois
$557K
WIM
12
Westside Investment Management
California
$455K +$458K +17,800 New
PWA
13
Principia Wealth Advisory
Texas
$345K +$4.94K +192 +1%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$326K
GVCM
15
Global View Capital Management
Wisconsin
$324K +$6.71K +261 +2%
IA
16
IFP Advisors
Florida
$241K +$926 +36 +0.4%
HOWA
17
Heritage Oak Wealth Advisors
Florida
$223K -$3.77M -146,520 -94%
SS
18
Sunbelt Securities
Texas
$169K +$309 +12 +0.2%
SWM
19
Spire Wealth Management
Virginia
$78.8K +$231 +9 +0.3%
JP Morgan Chase
20
JP Morgan Chase
New York
$50K +$38.5K +1,498 +329%
KAS
21
Kestra Advisory Services
Texas
$34.6K +$34.8K +1,352 New
Morgan Stanley
22
Morgan Stanley
New York
$21.7K +$9.93K +386 +84%
PPWM
23
PFG Private Wealth Management
Florida
-$1.74M -67,748 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$1.05M -40,902 Closed
AWA
25
Arkadios Wealth Advisors
Georgia
-$240K -9,364 Closed

TMB Hedge Fund Activity: Q4 2025 in Review

22 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Thornburg Multi Sector Bond ETF (TMB) for Q4 2025, worth a combined $42.1M — up 31% from $32.2M a quarter earlier.

Fund positioning in TMB was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 2 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $11.5M. The largest seller was Heritage Oak Wealth Advisors, cutting an estimated $3.77M.

  • 22 institutional investors held Thornburg Multi Sector Bond ETF (TMB) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $42.1M of Thornburg Multi Sector Bond ETF stock for Q4 2025, up 31% quarter-over-quarter.
  • 4 funds opened new Thornburg Multi Sector Bond ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
  • The largest Thornburg Multi Sector Bond ETF buyer in Q4 2025 was Personal CFO Solutions, an estimated $11.5M added.
  • The largest Thornburg Multi Sector Bond ETF seller in Q4 2025 was Heritage Oak Wealth Advisors, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2025.