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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD

Overview Fund Activity

26 hedge funds and large institutions have $167M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
7
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWA
Visionary Wealth Advisors
Illinois
+$4.76M
2
OIA
OneDigital Investment Advisors
Kansas
+$1.74M
3
Mariner
Mariner
Kansas
+$782K
4
SCM
SOL Capital Management
Maryland
+$761K
5
NA
NewEdge Advisors
Louisiana
+$426K

Top Sellers

1
GI
Gradient Investments
Minnesota
-$5.12M
2
GS
GTS Securities
New York
-$1.51M
3
BFA
Brown Financial Advisors
Ohio
-$573K
4
OMC
Old Mission Capital
Illinois
-$573K
5
Jane Street
Jane Street
New York
-$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
26
Cornerstone Planning Group
New Jersey
$693 +$693 +14 New
GS
27
GTS Securities
New York
– -$1.51M -30,037 Closed
OMC
28
Old Mission Capital
Illinois
– -$573K -11,400 Closed
Jane Street
29
Jane Street
New York
– -$217K -4,323 Closed
Bank of America
30
Bank of America
North Carolina
– -$80.4K -1,600 Closed
UBS Group
31
UBS Group
Switzerland
– -$14.2K -282 Closed
CAS
32
Coppell Advisory Solutions
Texas
– -$12.8K -253 Closed
SPIA
33
Steward Partners Investment Advisory
New York
– -$4.12K -82 Closed
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