PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
26 hedge funds and large institutions have $165M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
44% more capital invested
Capital invested by funds: $114M → $165M (+$50.5M)
24% more funds holding
Funds holding: 21 → 26 (+5)
13.77% more ownership
Funds ownership: 83.28% → 97.04% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$18.9M |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$18.3M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$17.1M |
| 4 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
+$1.32M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.41M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$620K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$379K |
| 4 |
Goldman Sachs
New York
|
-$246K |
| 5 |
Jane Street
New York
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $4.12K | +$1.43K | +28 | +52% |
|
|
MAWAG
27
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| – | -$620K | -11,990 | Closed |
|
|
28
Goldman Sachs
New York
| – | -$246K | -4,769 | Closed |
|
|
AWA
29
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$31.6K | -611 | Closed |
|
|
CA
30
Continuum Advisory
Eagle,
Idaho
| – | -$305 | -6 | Closed |
|
PRFD Hedge Fund Activity: Q4 2024 in Review
26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q4 2024, worth a combined $165M — up 44% from $114M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PRFD positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $18.9M. The largest seller was AE Wealth Management, cutting an estimated $5.41M.
- 26 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $165M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q4 2024, up 44% quarter-over-quarter.
- 9 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q4 2024 and 4 closed out, a net change of +5 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q4 2024 was Allianz Asset Management, an estimated $18.9M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q4 2024 was AE Wealth Management, an estimated $5.41M sold.
Based on aggregated 13F filings for Q4 2024.