PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
PRFD
12 hedge funds and large institutions have $78.9M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GI
1
Gradient Investments
Arden Hills,
Minnesota
| $73.7M | +$2.33M | +50,892 | +3% |
|
|
MCA
2
Magnolia Capital Advisors
Jackson,
Mississippi
| $1.83M | +$31K | +701 | +2% |
|
3
HighTower Advisors
Chicago,
Illinois
| $1.1M | +$50.6K | +1,108 | +5% |
|
|
SMC
4
Smith, Moore & Co
Clayton,
Missouri
| $858K | +$858K | +18,766 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $674K | +$451K | +9,869 | +202% |
|
6
Jane Street
New York
| $626K | +$626K | +13,705 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $110K | +$84.3K | +1,845 | +329% |
|
8
UBS Group
Zurich,
Switzerland
| $37.1K | +$32K | +700 | +625% |
|
|
HFS
9
Hantz Financial Services
Southfield,
Michigan
| $12K | +$12K | +271 | New |
|
10
Morgan Stanley
New York
| $6.9K | +$6.85K | +150 | +15,000% |
|
|
SFC
11
SYM Financial Corp
Winona Lake,
Indiana
| $5.44K | +$5.44K | +119 | New |
|
12
Allianz Asset Management
Munich,
Germany
| $1.19K | +$1.19K | +26 | New |
|
|
IPW
13
Impact Partnership Wealth
Marietta,
Georgia
| – | -$5.88K | -126 | Closed |
|