PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
31 hedge funds and large institutions have $188M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
7% more funds holding
Funds holding: 29 → 31 (+2)
2% more capital invested
Capital invested by funds: $184M → $188M (+$3.95M)
0.48% more ownership
Funds ownership: 95.22% → 95.7% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$2.28M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.17M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.75M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.66M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$7.34M |
| 2 |
LPL Financial
San Diego,
California
|
-$974K |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$965K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$799K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$519K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $95.2K | -$1.18K | -23 | -1% |
|
|
SWP
27
Strategic Wealth Partners
Independence,
Ohio
| $53.6K | +$52.9K | +1,035 | New |
|
|
EWM
28
Evolution Wealth Management
Fort Myers,
Florida
| $52K | +$51.3K | +1,003 | New |
|
|
PTC
29
Private Trust Company
Cleveland,
Ohio
| $26.9K | – | – | – |
|
30
Morgan Stanley
New York
| $13.9K | +$6.03K | +118 | +78% |
|
|
EWA
31
EverSource Wealth Advisors
Birmingham,
Alabama
| $3K | -$3.02K | -59 | -50% |
|
|
FTUS
32
Flow Traders U.S.
New York
| – | -$519K | -10,173 | Closed |
|
|
AF
33
Allworth Financial
Folsom,
California
| – | -$10.8K | -211 | Closed |
|
34
Raymond James Financial
St Petersburg,
Florida
| – | -$2.65K | -52 | Closed |
|
|
MAWAG
35
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| – | -$1.58K | -31 | Closed |
|
PRFD Hedge Fund Activity: Q3 2025 in Review
31 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q3 2025, worth a combined $188M — up 2.1% from $184M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PRFD positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Summit Financial, opening a new position worth an estimated $2.28M. The largest seller was Allianz Asset Management, cutting an estimated $7.34M.
- 31 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q3 2025, up from 29 in Q2 2025.
- Funds reported $188M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q3 2025, up 2.1% quarter-over-quarter.
- 6 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q3 2025 and 4 closed out, a net change of +2 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q3 2025 was Summit Financial, an estimated $2.28M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q3 2025 was Allianz Asset Management, an estimated $7.34M sold.
Based on aggregated 13F filings for Q3 2025.