PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
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.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
12% more funds holding
Funds holding: 26 → 29 (+3)
11% more capital invested
Capital invested by funds: $167M → $184M (+$17.7M)
3.42% more ownership
Funds ownership: 91.8% → 95.22% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$4.94M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$3.37M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.96M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.69M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$943K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$255K |
| 2 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$237K |
| 3 |
PW
Paladin Wealth
Arden Hills,
Minnesota
|
-$77.3K |
| 4 |
AssetMark Inc
Concord,
California
|
-$62.4K |
| 5 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
26
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.96K | – | – | – |
|
27
Raymond James Financial
St Petersburg,
Florida
| $2.65K | +$2.6K | +52 | New |
|
28
JP Morgan Chase
New York
| $2.24K | +$2.2K | +44 | New |
|
|
MAWAG
29
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $1.58K | +$1.55K | +31 | New |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$255K | -5,048 | Closed |
|
|
31
AssetMark Inc
Concord,
California
| – | -$62.4K | -1,235 | Closed |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.52K | -30 | Closed |
|
|
CPG
33
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$693 | -14 | Closed |
|
PRFD Hedge Fund Activity: Q2 2025 in Review
29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q2 2025, worth a combined $184M — up 11% from $167M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PRFD positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $4.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $255K sold.
- 29 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q2 2025, up from 26 in Q1 2025.
- Funds reported $184M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q2 2025, up 11% quarter-over-quarter.
- 7 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q2 2025 and 4 closed out, a net change of +3 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q2 2025 was Allianz Asset Management, an estimated $4.94M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q2 2025 was Citadel Advisors, an estimated $255K sold.
Based on aggregated 13F filings for Q2 2025.