PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
PRFD
8 hedge funds and large institutions have $76M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
$72.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
$1.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$228K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
$26.2K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GI
1
Gradient Investments
Arden Hills,
Minnesota
| $72.8M | +$64.8M | +1,388,269 | +804% |
|
|
MCA
2
Magnolia Capital Advisors
Jackson,
Mississippi
| $1.9M | -$21.6K | -464 | -1% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $1.07M | +$1.07M | +23,035 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $228K | +$228K | +4,881 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $26.2K | +$18.9K | +405 | +260% |
|
|
IPW
6
Impact Partnership Wealth
Marietta,
Georgia
| $5.88K | +$5.88K | +126 | New |
|
7
UBS Group
Zurich,
Switzerland
| $5.23K | -$16.2K | -348 | -76% |
|
8
Morgan Stanley
New York
| $47 | -$9.4M | -200,000 | -100% |
|
9
Bank of America
Charlotte,
North Carolina
| – | -$7.23M | -155,100 | Closed |
|
10
JPMorgan Chase & Co
New York
| – | -$723K | -15,500 | Closed |
|