PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
21 hedge funds and large institutions have $114M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
20% more capital invested
Capital invested by funds: $95M → $114M (+$19.4M)
17% more funds holding
Funds holding: 18 → 21 (+3)
1.46% more ownership
Funds ownership: 81.82% → 83.28% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$8.31M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.53M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.54M |
| 4 |
LPL Financial
San Diego,
California
|
+$608K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.14M |
| 2 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$631K |
| 3 |
JP Morgan Chase
New York
|
-$104K |
| 4 |
Goldman Sachs
New York
|
-$87.3K |
| 5 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$62.2K |
PRFD Hedge Fund Activity: Q3 2024 in Review
21 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q3 2024, worth a combined $114M — up 20% from $95M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PRFD positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $8.31M. The largest seller was Royal Bank of Canada, cutting an estimated $2.14M.
- 21 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q3 2024, up from 18 in Q2 2024.
- Funds reported $114M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q3 2024, up 20% quarter-over-quarter.
- 7 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q3 2024 and 4 closed out, a net change of +3 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q3 2024 was Allianz Asset Management, an estimated $8.31M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $2.14M sold.
Based on aggregated 13F filings for Q3 2024.