PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
44 hedge funds and large institutions have $181M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
10% more funds holding
Funds holding: 40 → 44 (+4)
6% more capital invested
Capital invested by funds: $171M → $181M (+$10.2M)
4.36% more ownership
Funds ownership: 84.79% → 89.14% (+4.4%)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$10M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.37M |
| 3 |
Cerity Partners
New York
|
+$2.07M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.54M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$898K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.01M |
| 2 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$1.77M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.24M |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$930K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$521K |
PRFD Hedge Fund Activity: Q1 2026 in Review
44 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q1 2026, worth a combined $181M — up 6% from $171M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PRFD positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $10M. The largest seller was Visionary Wealth Advisors, cutting an estimated $2.01M.
- 44 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q1 2026, up from 40 in Q4 2025.
- Funds reported $181M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q1 2026, up 6% quarter-over-quarter.
- 10 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q1 2026 and 5 closed out, a net change of +5 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q1 2026 was Allianz Asset Management, an estimated $10M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q1 2026 was Visionary Wealth Advisors, an estimated $2.01M sold.
Based on aggregated 13F filings for Q1 2026.