PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS)

• Market cap: $506M
• 1 day: -0.35%
• 5 days: 1.56%
• 1 month: -1.05%
• 3 months: 1.00%
• 6 months: -1.77%
• Year to date: 0.86%
• 1 year: -3.44%
• 5 years: -3.44%
• 10 years: -3.44%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

364% more capital invested

Capital invested by funds: $38.6M [Q3] → $179M (+$140M) [Q4]

41.68% more ownership

Funds ownership: 39.23% [Q3] → 80.91% (+41.68%) [Q4]

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 26 [Q3] → 26 (+0) [Q4]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]