PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
3.42% more ownership
Funds ownership: 91.8% → 95.23% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
29
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.04M | |
| 2 | +$3.44M | |
| 3 | +$3.03M | |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.73M |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$963K |
Top Sellers
| 1 | -$255K | |
| 2 | -$242K | |
| 3 | -$78.9K | |
| 4 |
AssetMark Inc
Concord,
California
|
-$62.4K |
| 5 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$54.1K |
| 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 |
|
|||
28
JPMorgan Chase & Co
New York
| $2.24K |
|
|||
|
MAWAG
29
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $1.58K |
|
|||
30
Citadel Advisors
Miami,
Florida
| – |
|
|||
|
31
AssetMark Inc
Concord,
California
| – |
|
|||
32
Bank of Montreal
Toronto,
Ontario, Canada
| – |
|
|||
|
CPG
33
Cornerstone Planning Group
Fairfield,
New Jersey
| – |
|