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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$48.7M +$8.5M +164,505 +21%
GI
2
Gradient Investments
Minnesota
$39.5M +$1.57M +30,415 +4%
LPL Financial
3
LPL Financial
California
$12.7M +$622K +12,036 +5%
AWM
4
AE Wealth Management
Kansas
$6.07M +$5.66M +109,504 +1,363%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.46M +$34K +660 +2%
MCA
6
Magnolia Capital Advisors
Mississippi
$1.21M -$645K -12,482 -35%
BFA
7
Brown Financial Advisors
Ohio
$940K +$72.9K +1,410 +8%
PW
8
Paladin Wealth
Minnesota
$927K +$927K +17,942 New
MAWAG
9
Mid-American Wealth Advisory Group
Missouri
$620K +$236K +4,569 +62%
GS
10
GTS Securities
New York
$531K +$531K +10,283 New
MFS
11
Mattson Financial Services
Michigan
$453K -$1.39K -28 -0.3%
Jane Street
12
Jane Street
New York
$453K +$453K +8,761 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$444K -$2.18M -42,288 -83%
Goldman Sachs
14
Goldman Sachs
New York
$246K -$89.3K -1,728 -27%
Osaic Holdings
15
Osaic Holdings
Arizona
$126K -$33K -638 -21%
AWA
16
Authentikos Wealth Advisory
California
$31.6K +$31.6K +611 New
PTC
17
Private Trust Company
Ohio
$26.9K +$26.9K +520 New
Morgan Stanley
18
Morgan Stanley
New York
$11.3K +$3.46K +67 +44%
EWA
19
EverSource Wealth Advisors
Alabama
$6.05K
SPIA
20
Steward Partners Investment Advisory
New York
$2.79K +$2.79K +54 New
CA
21
Continuum Advisory
Idaho
$305 +$305 +6 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
-$104K -2,099 Closed
TWP
23
Triad Wealth Partners
Kansas
-$62.2K -1,254 Closed
HI
24
Harbour Investments
Wisconsin
-$11K -221 Closed
CAS
25
Coppell Advisory Solutions
Texas
-$993 -20 Closed