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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$72M
2
GVAG
Great Valley Advisor Group
Delaware
$3.44M
3
LPL Financial
LPL Financial
California
$15.9M
4
OIA
OneDigital Investment Advisors
Kansas
$4.47M
5
VWA
Visionary Wealth Advisors
Illinois
$5.77M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
MCA
Magnolia Capital Advisors
Mississippi
$1.05M
3
PW
Paladin Wealth
Minnesota
$1.02M
4
AssetMark Inc
AssetMark Inc
California
$0
5
MFS
Mattson Financial Services
Michigan
$796K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EverSource Wealth Advisors
Alabama
$5.96K – – –
Raymond James Financial
27
Raymond James Financial
Florida
$2.65K +$2.65K +52 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.24K +$2.24K +44 New
MAWAG
29
Mid-American Wealth Advisory Group
Missouri
$1.58K +$1.58K +31 New
Citadel Advisors
30
Citadel Advisors
Florida
– -$255K -5,048 Closed
AssetMark Inc
31
AssetMark Inc
California
– -$62.4K -1,235 Closed
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
– -$1.52K -30 Closed
CPG
33
Cornerstone Planning Group
New Jersey
– -$693 -14 Closed
1
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