Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (PMBS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
6Q ▲
Buyers last Q
79%

Smart Money Signals — PMBS

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 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
98 hedge funds hold PMBS right now — the highest count in 1.8 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 — +188% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+188% 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 — 79% buying

77 buying20 selling
Last quarter: 77 funds were net buyers (36 opened a brand new position + 41 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new PMBS position: 8 → 18 → 26 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 69% entered in last year

■ 0% conviction (2yr+) ■ 31% medium ■ 69% 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

12 → 8 → 18 → 26 → 36 new funds/Q
New funds entering each quarter: 8 → 18 → 26 → 36. 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 — 78% of holders entered in last year

■ 0% veterans ■ 22% 1-2yr ■ 78% new
Of 98 current holders: 76 (78%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
10 of 98 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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.

Institutional Sentiment Summary — PMBS

In 2026 Q1, 77 hedge funds were net buyers of PMBS (36 opened a new position, 41 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: PMBS

How many hedge funds hold PMBS — quarterly history vs. share price
Quarterly hedge fund ownership of PMBS vs. share price

Market Analysis: PMBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PMBS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco ETF Tr (PMBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PMBS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PMBS
-0.6%
SPY
+13.9%

PMBS outperformed SPY by -14.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PMBS
+0.1%
SPY
+0.2%

Since the filing became public, PMBS outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PMBS
97 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 97 72 34.72%
13F Shares 22M 19M 15.9%
Total Value $1.05B $926M 13.84%
New Positions 36 26 +10
Increased Positions 40 32 +8
Closed Positions 11 4 +7
Reduced Positions 10 8 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PMBS

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

97 + investors

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

QUARTER:
Top 25 PMBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orgel Wealth Management, LLC 5.15% 4,819,490 $239.0M
2 Alliance Private Wealth, LLC 5.15% 288,729 $14.3M
3 McNamara Financial Services, Inc. 4.17% 444,488 $22.0M
4 Cresta Advisors, Ltd. 3.28% 161,628 $8.0M
5 Advocacy Wealth Management, LLC 2.32% 1,058,736 $52.5M
6 Econ Financial Services Corp 2.29% 99,334 $4.9M
7 Smith Partners Wealth Management, LLC 1.21% 27,340 $1.4M
8 BAM Wealth Management, LLC 1.12% 30,193 $1.5M
9 PAX Financial Group, LLC 0.62% 73,611 $3.7M
10 Barnes Wealth Management Group, Inc 0.49% 19,414 $963K
11 Allianz Asset Management GmbH 0.43% 8,332,736 $413.3M
12 Tranquilli Financial Advisor LLC 0.39% 13,439 $667K
13 Parr Mcknight Wealth Management Group, LLC 0.38% 59,047 $2.9M
14 True Wealth Design, LLC 0.33% 24,135 $1.2M
15 Essex Financial Services, Inc. 0.31% 110,218 $5.5M
16 Emissary Wealth LLC 0.30% 6,356 $315K
17 OneDigital Investment Advisors LLC 0.29% 605,723 $30.0M
18 Wealth Advisors of Iowa, LLC 0.26% 16,833 $835K
19 LiftPoint Family Wealth Advisors LLC 0.23% 5,503 $273K
20 Security Financial Services, INC. 0.22% 28,009 $1.4M
21 Williams & Novak, LLC 0.18% 4,800 $237K
22 Horizon Investments, LLC 0.17% 302,415 $14.9M
23 Cwm, LLC 0.16% 1,265,828 $62.8M
24 Weaver Consulting Group 0.15% 12,912 $640K
25 CreativeOne Wealth, LLC 0.14% 120,373 $6.0M
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 — 6 quarters in a row: For 6 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 — 79% buying: Last quarter: 77 funds were net buyers (36 opened a brand new position + 41 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PMBS holders?

Smaller funds dominant — 4% AUM from top-100: 10 of 98 holders rank in the top 100 by AUM, but together hold only 4% 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 — 69% 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.

Is it too late to buy Pimco ETF Tr (PMBS) following the 2026 Q1 hedge fund 13F filings?

As of today, PMBS has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), PMBS has gained -0.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →