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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

29 hedge funds and large institutions have $184M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$72M +$5.04M +98,906 +8%
GI
2
Gradient Investments
Minnesota
$51.1M +$143K +2,814 +0.3%
AIMU
3
Allianz Investment Management US
Minnesota
$18.3M
LPL Financial
4
LPL Financial
California
$15.9M +$3.03M +59,362 +24%
VWA
5
Visionary Wealth Advisors
Illinois
$5.77M +$963K +18,897 +20%
OIA
6
OneDigital Investment Advisors
Kansas
$4.47M +$1.73M +33,891 +63%
GVAG
7
Great Valley Advisor Group
Delaware
$3.44M +$3.44M +67,556 New
NA
8
NewEdge Advisors
Louisiana
$1.94M +$193K +3,778 +11%
BFA
9
Brown Financial Advisors
Ohio
$1.64M -$32.7K -642 -2%
SCM
10
SOL Capital Management
Maryland
$1.63M +$461K +9,055 +39%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.53M +$48.6K +954 +3%
Mariner
12
Mariner
Kansas
$1.15M +$365K +7,163 +46%
MCA
13
Magnolia Capital Advisors
Mississippi
$1.05M -$242K -4,755 -19%
PW
14
Paladin Wealth
Minnesota
$1.02M -$78.9K -1,548 -7%
MFS
15
Mattson Financial Services
Michigan
$796K -$54.1K -1,061 -6%
AWM
16
AE Wealth Management
Kansas
$613K +$31K +609 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$558K +$543K +10,663 +3,652%
FTUS
18
Flow Traders U.S.
New York
$519K +$519K +10,173 New
MWM
19
MinichMacGregor Wealth Management
New York
$386K -$9.12K -179 -2%
FSWA
20
Financial Synergies Wealth Advisors
Texas
$371K +$96.4K +1,891 +35%
GRP
21
Global Retirement Partners
California
$103K +$103K +2,015 New
Osaic Holdings
22
Osaic Holdings
Arizona
$101K +$7.34K +146 +8%
PTC
23
Private Trust Company
Ohio
$26.5K
AF
24
Allworth Financial
California
$10.8K +$10.8K +211 New
Morgan Stanley
25
Morgan Stanley
New York
$7.7K