PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
7 hedge funds and large institutions have $27.3M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
58.5% more ownership
Funds ownership: 0% → 58.5% (+58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.8M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.6M |
| 4 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$2.02M |
| 5 |
JP Morgan Chase
New York
|
+$760K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $9.33M | +$9.8M | +200,001 | New |
|
|
GI
2
Gradient Investments
Arden Hills,
Minnesota
| $8.05M | +$8.46M | +172,618 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $7.23M | +$7.6M | +155,100 | New |
|
|
MCA
4
Magnolia Capital Advisors
Jackson,
Mississippi
| $1.92M | +$2.02M | +41,152 | New |
|
|
5
JP Morgan Chase
New York
| $723K | +$760K | +15,500 | New |
|
6
UBS Group
Zurich,
Switzerland
| $21.4K | +$22.5K | +460 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $7.27K | +$7.64K | +156 | New |
|
PRFD Hedge Fund Activity: Q1 2023 in Review
7 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q1 2023, worth a combined $27.3M.
Buyers outnumbered sellers: 7 funds opened new PRFD positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $9.8M.
- 7 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q1 2023, up from 0 in Q4 2022.
- Funds reported $27.3M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q1 2023.
- 7 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q1 2023 and 0 closed out, a net change of +7 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q1 2023 was Morgan Stanley, an estimated $9.8M added.
Based on aggregated 13F filings for Q1 2023.