Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (PYLD)

628 + 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
↑ +75
Streak
11Q ▲
Buyers last Q
79%

Smart Money Signals — PYLD

Based on 639 hedge funds · latest filing: 2026 Q1 · 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
639 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 — +73% more funds vs a year ago

fund count last 6Q
+269 new funds entered over the past year (+73% 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

502 buying135 selling
Last quarter: 502 funds were net buyers (104 opened a brand new position + 398 added to an existing one). Only 135 were sellers (106 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 66 → 86 → 130 → 104. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 41% entered in last year

■ 14% conviction (2yr+) ■ 45% medium ■ 41% new
Only 88 funds (14%) 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

98 → 66 → 86 → 130 → 104 new funds/Q
New funds entering each quarter: 66 → 86 → 130 → 104. 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 — 59% of holders entered in last year

■ 9% veterans ■ 32% 1-2yr ■ 59% new
Of 639 current holders: 376 (59%) entered in the past year, only 58 (9%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
22 of 639 holders rank in the top 100 by AUM, accounting for 30% 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.

Institutional Sentiment Summary — PYLD

In 2026 Q1, 502 hedge funds were net buyers of PYLD (104 opened a new position, 398 added to an existing one), while 135 reduced or exited (106 trimmed, 29 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in PYLD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +75 funds (more new holders than closures). Total institutional holders: 639.

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

-- --

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

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

Signal Freshness measures how much PYLD 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 · 82d ago
PYLD
+1.0%
SPY
+15.1%

PYLD outperformed SPY by -14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
PYLD
+1.4%
SPY
+1.3%

Since the filing became public, PYLD 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.

19 top-rated funds 57 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: PYLD
628 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 628 564 11.35%
13F Shares 383M 307M 24.75%
Total Value $9.92B $8.20B 20.96%
New Positions 98 130 -32
Increased Positions 394 336 +58
Closed Positions 34 34 -
Reduced Positions 105 80 +25
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PYLD

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Institutional Holders (2026 Q1)

628 + investors

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

QUARTER:
Top 25 PYLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wall Capital Group, Inc. 35.70% 1,276,200 $33.4M
2 Gr Financial Group, LLC 30.30% 3,486,390 $91.3M
3 Sheridan Capital Management, LLC 17.98% 1,301,720 $34.1M
4 Immaculate Wealth Management LLC 16.50% 79,719 $2.1M
5 Pinnacle Wealth Management, LLC 12.26% 694,545 $18.2M
6 Dahring | Cusmano LLC 11.58% 718,752 $18.8M
7 Sunflower Bank, N.A. 11.35% 1,699,658 $44.5M
8 Family Investment Center, Inc. 10.75% 2,132,136 $55.9M
9 Symphony Financial Services, Inc. 10.59% 787,442 $20.6M
10 Eq Wealth Advisors, LLC 10.17% 663,936 $17.4M
11 Crestmont Private Wealth LLC 9.84% 1,191,473 $31.2M
12 Mueller Wealth, LLC 9.68% 463,287 $12.1M
13 Rfg Holdings, INC. 9.64% 1,461,339 $38.3M
14 Waterway Wealth Management, LLC 9.17% 1,643,428 $41.5M
15 Vickerman Investment Advisors, Inc. 9.00% 1,635,109 $42.8M
16 Riverchase Wealth Management, LLC 8.92% 653,106 $17.1M
17 Base Wealth Management LLC 8.52% 581,147 $15.2M
18 Ritter Daniher Financial Advisory LLC / DE 7.77% 1,748,353 $45.8M
19 D.B. Root & Company, LLC 7.59% 1,212,432 $31.8M
20 Alliance Private Wealth, LLC 7.48% 794,127 $20.8M
21 Beta Wealth Group, Inc. 7.13% 657,539 $17.2M
22 Advance Capital Management, Inc. 7.06% 7,109,897 $186.3M
23 Members Advisory Group LLC 7.03% 782,213 $20.5M
24 Financial Futures Ltd Liability Co. 6.94% 603,150 $15.8M
25 Creative Capital Management Investments LLC 6.67% 886,614 $23.2M
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 — 79% buying: Last quarter: 502 funds were net buyers (104 opened a brand new position + 398 added to an existing one). Only 135 were sellers (106 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PYLD holders?

Strong quality — 30% AUM from major funds: 22 of 639 holders rank in the top 100 by AUM, accounting for 30% 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 — 41% entered in last year: Only 88 funds (14%) 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 (PYLD) following the 2026 Q1 hedge fund 13F filings?

As of today, PYLD has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), PYLD has gained +1.0% vs +15.1% 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.

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