PIMCO ETF TR (PMBS): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PIMCO ETF TR (PMBS)

71 + Investors. Track Smart Money conviction in PMBS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PMBS

Based on 71 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q

For 5 consecutive quarters, more hedge funds added PMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

71 hedge funds hold PMBS right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +173% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+173% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 83% buying

57 buying12 selling

Last quarter: 57 funds were net buyers (25 opened a brand new position + 32 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new PMBS position: 12 → 8 → 18 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 61% entered in last year

■ 0% conviction (2yr+) ■ 39% medium ■ 61% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🚀

Acceleration phase — new buyers rushing in

6 → 12 → 8 → 18 → 25 new funds/Q

New funds entering each quarter: 12 → 8 → 18 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 77% of holders entered in last year

■ 0% veterans ■ 23% 1-2yr ■ 77% new

Of 71 current holders: 55 (77%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

5 of 71 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.1

out of 10

Moderate Exit Risk

Exit risk score 6.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	71	50	42.0%
13F Shares	19M	15M	23.61%
Total Value	$926M	$748M	23.73%
New Positions	25	18	+7
Increased Positions	32	23	+9
Closed Positions	4	8	-4
Reduced Positions	8	6	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

42.0%

13F Shares

19M

15M

23.61%

Total Value

$926M

$748M

23.73%

New Positions

Increased Positions

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PMBS. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of PMBS — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Orgel Wealth Management, LLC	5.15%	4,819,490	$239.0M
2	McNamara Financial Services, Inc.	4.17%	444,488	$22.0M
3	Cresta Advisors, Ltd.	3.28%	161,628	$8.0M
4	Econ Financial Services Corp	2.29%	99,334	$4.9M
5	BAM Wealth Management, LLC	1.12%	30,193	$1.5M
6	PAX Financial Group, LLC	0.62%	73,611	$3.7M
7	True Wealth Design, LLC	0.33%	24,135	$1.2M
8	Essex Financial Services, Inc.	0.31%	110,218	$5.5M
9	LiftPoint Family Wealth Advisors LLC	0.23%	5,503	$273K
10	Williams & Novak, LLC	0.18%	4,800	$237K
11	TBH Global Asset Management, LLC	0.13%	11,979	$621K
12	AVITY INVESTMENT MANAGEMENT INC.	0.12%	33,400	$1.7M
13	Krilogy Financial LLC	0.12%	72,410	$3.6M
14	MILESTONE ASSET MANAGEMENT, LLC	0.11%	12,350	$613K
15	Crown Wealth Group, LLC	0.11%	7,530	$373K
16	WealthCare Investment Partners, LLC	0.11%	7,845	$389K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.09%	898,129	$44.5M
18	FOSTER & MOTLEY INC	0.07%	26,825	$1K
19	SCHMIDT P J INVESTMENT MANAGEMENT INC	0.05%	5,926	$294K
20	RFG Advisory, LLC	0.05%	50,594	$2.5M
21	Essex Bank	0.05%	4,201	$208K
22	Signal Advisors Wealth, LLC	0.02%	7,008	$348K
23	FOUNDERS FINANCIAL SECURITIES LLC	0.02%	5,984	$297K
24	Composition Wealth, LLC	0.01%	17,003	$843K
25	Wealthspire Advisors, LLC	0.01%	27,151	$1.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — PIMCO ETF TR (PMBS)

What does the Smart Money Trend signal show for PMBS?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added PMBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PMBS?

More buyers than sellers — 83% buying: Last quarter: 57 funds were net buyers (25 opened a brand new position + 32 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PMBS holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 71 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PMBS?

Mostly new holders — 61% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

PIMCO ETF TR (PMBS)

Smart Money Signals — PMBS

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +173% more funds vs a year ago

More buyers than sellers — 83% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 61% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 77% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

Hedge Fund Ownership: PMBS

Market Analysis: PMBS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PMBS

Hedge Fund Positioning: PMBS

Statistics: PMBS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — PIMCO ETF TR (PMBS)

Welcome to 13Foresight!