PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
18 hedge funds and large institutions have $95M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
80% more funds holding
Funds holding: 10 → 18 (+8)
39% more capital invested
Capital invested by funds: $68.5M → $95M (+$26.5M)
5.89% more ownership
Funds ownership: 75.93% → 81.82% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$18.4M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.63M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$823K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$395K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$775K |
| 2 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$119K |
| 3 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$18.5K |
PRFD Hedge Fund Activity: Q2 2024 in Review
18 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q2 2024, worth a combined $95M — up 39% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PRFD positions and 2 closed out — a net gain of 8 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $18.4M. The largest seller was Jane Street, exiting entirely with an estimated $775K sold.
- 18 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q2 2024, up from 10 in Q1 2024.
- Funds reported $95M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q2 2024, up 39% quarter-over-quarter.
- 10 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q2 2024 and 2 closed out, a net change of +8 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q2 2024 was Allianz Asset Management, an estimated $18.4M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q2 2024 was Jane Street, an estimated $775K sold.
Based on aggregated 13F filings for Q2 2024.