PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
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.
1% more capital invested
Capital invested by funds: $165M → $167M (+$1.75M)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
5.24% less ownership
Funds ownership: 97.04% → 91.8% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$4.76M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.74M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$782K |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$760K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$5.12M |
| 2 |
GS
GTS Securities
New York
|
-$1.51M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$573K |
| 4 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$573K |
| 5 |
Jane Street
New York
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPG
26
Cornerstone Planning Group
Fairfield,
New Jersey
| $693 | +$707 | +14 | New |
|
|
GS
27
GTS Securities
New York
| – | -$1.51M | -30,037 | Closed |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$573K | -11,400 | Closed |
|
|
29
Jane Street
New York
| – | -$217K | -4,323 | Closed |
|
30
Bank of America
Charlotte,
North Carolina
| – | -$80.4K | -1,600 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$14.2K | -282 | Closed |
|
|
CAS
32
Coppell Advisory Solutions
Coppell,
Texas
| – | -$12.8K | -253 | Closed |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$4.12K | -82 | Closed |
|
PRFD Hedge Fund Activity: Q1 2025 in Review
26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q1 2025, worth a combined $167M — up 1.1% from $165M a quarter earlier.
Fund positioning in PRFD was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 7 added to existing stakes and 7 trimmed.
The largest buyer was Visionary Wealth Advisors, opening a new position worth an estimated $4.76M. The largest seller was Gradient Investments, cutting an estimated $5.12M.
- 26 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $167M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q1 2025, up 1.1% quarter-over-quarter.
- 7 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q1 2025 and 7 closed out, a net change of 0 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q1 2025 was Visionary Wealth Advisors, an estimated $4.76M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q1 2025 was Gradient Investments, an estimated $5.12M sold.
Based on aggregated 13F filings for Q1 2025.