PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
PRFD
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
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$14.7M | |
| 2 | +$7.47M | |
| 3 | +$233K | |
| 4 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
+$119K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$31K |
Top Sellers
| 1 | -$14M | |
| 2 | -$2.18M | |
| 3 | -$1.27M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.14M |
| 5 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$134K |