Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (PYLD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +93
Streak
11Q ▲
Buyers last Q
81%

Smart Money Signals — PYLD

Based on 536 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PYLD 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
536 hedge funds hold PYLD right now — the highest count in 3.0 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 — +89% more funds vs a year ago

fund count last 6Q
+252 new funds entered over the past year (+89% 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 — 81% buying

445 buying106 selling
Last quarter: 445 funds were net buyers (125 opened a brand new position + 320 added to an existing one). Only 106 were sellers (74 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new PYLD position: 91 → 62 → 81 → 125. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 42% entered in last year

■ 10% conviction (2yr+) ■ 48% medium ■ 42% new
Only 53 funds (10%) 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.
📈

Growing discovery — still being found

79 → 91 → 62 → 81 → 125 new funds/Q
New funds entering each quarter: 91 → 62 → 81 → 125. A growing number of institutions are discovering PYLD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 64% of holders entered in last year

■ 6% veterans ■ 30% 1-2yr ■ 64% new
Of 536 current holders: 343 (64%) entered in the past year, only 31 (6%) 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.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
16 of 536 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

Hedge Fund Ownership: PYLD

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

Market Analysis: PYLD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PYLD

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 45 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: PYLD
2026 Q1 Stats Unlock in 16 days 536 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 536 443 20.99%
13F Shares 296M 235M 25.7%
Total Value $7.89B $6.31B 25.06%
New Positions 125 81 +44
Increased Positions 320 280 +40
Closed Positions 32 28 +4
Reduced Positions 74 65 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PYLD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

536 + investors

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

Top 25 institutional holders of PYLD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wall Capital Group, Inc. 35.70% 1,276,200 $33.4M
2 Sheridan Capital Management, LLC 17.98% 1,301,720 $34.1M
3 Pinnacle Wealth Management, LLC 12.26% 694,545 $18.2M
4 Sunflower Bank, N.A. 11.35% 1,699,658 $44.5M
5 Family Investment Center, Inc. 10.75% 2,132,136 $55.9M
6 EQ WEALTH ADVISORS, LLC 10.17% 663,936 $17.4M
7 Mueller Wealth, LLC 9.68% 463,287 $12.1M
8 RFG HOLDINGS, INC. 9.64% 1,461,339 $38.3M
9 Waterway Wealth Management, LLC 9.17% 1,643,428 $41.5M
10 RIVERCHASE WEALTH MANAGEMENT, LLC 8.92% 653,106 $17.1M
11 Base Wealth Management LLC 8.52% 581,147 $15.2M
12 Advance Capital Management, Inc. 7.06% 7,109,897 $186.3M
13 Financial Futures Ltd Liability Co. 6.94% 603,150 $15.8M
14 Creative Capital Management Investments LLC 6.67% 886,614 $23.2M
15 Hutchens & Kramer Investment Management Group, LLC 6.40% 772,672 $20.2M
16 Ellenbecker Investment Group 6.04% 1,713,359 $44.9M
17 Mason & Associates, LLC 5.92% 986,924 $25.9M
18 CASTLE WEALTH MANAGEMENT LLC 5.49% 646,663 $16.9M
19 Wealth Alliance Advisory Group, LLC 5.45% 1,313,829 $34.4M
20 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5.41% 1,506,547 $39.5M
21 Avondale Wealth Management 5.38% 417,858 $10.9M
22 TruWealth Advisors, LLC 5.32% 4,230,096 $110.8M
23 Sanchez Wealth Management Group 5.27% 930,272 $24.4M
24 Catalyst Investment Management LLC 5.21% 176,829 $4.7M
25 Refined Wealth Management 5.13% 310,486 $8.1M
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 (PYLD)

What does the Smart Money Trend signal show for PYLD?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PYLD 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 PYLD?

More buyers than sellers — 81% buying: Last quarter: 445 funds were net buyers (125 opened a brand new position + 320 added to an existing one). Only 106 were sellers (74 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PYLD holders?

Strong quality — 23% AUM from major funds: 16 of 536 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PYLD?

Mostly new holders — 42% entered in last year: Only 53 funds (10%) 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.

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.