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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

10 hedge funds and large institutions have $68.5M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
-3
Holders Change %
-23.08%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$33.8M +$233K +4,686 +0.7%
Allianz Asset Management
2
Allianz Asset Management
Germany
$20M +$14.7M +296,400 +279%
LPL Financial
3
LPL Financial
California
$10.8M +$7.47M +150,515 +226%
MCA
4
Magnolia Capital Advisors
Mississippi
$1.76M -$134K -2,778 -7%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.22M +$31K +624 +3%
Jane Street
6
Jane Street
New York
$775K -$14M -281,387 -95%
Osaic Holdings
7
Osaic Holdings
Arizona
$121K -$6.1K -123 -5%
FSWA
8
Financial Synergies Wealth Advisors
Texas
$119K +$119K +2,393 New
Morgan Stanley
9
Morgan Stanley
New York
$7.49K -$7.49K -151 -50%
EWA
10
EverSource Wealth Advisors
Alabama
$5.68K +$5.68K +117 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
-$2.18M -44,996 Closed
SMC
12
Smith, Moore & Co
Missouri
-$1.27M -26,254 Closed
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
-$1.14M -23,400 Closed
UBS Group
14
UBS Group
Switzerland
-$13.2K -273 Closed
DF
15
Dunhill Financial
United Kingdom
-$1.2K -86 Closed