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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

26 hedge funds and large institutions have $165M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
10
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
$66.1M +$18.7M +371,749 +39%
GI
2
Gradient Investments
Minnesota
$55.3M +$16.9M +336,265 +44%
AIMU
3
Allianz Investment Management US
Minnesota
$18.1M +$18.1M +360,000 New
LPL Financial
4
LPL Financial
California
$12.8M +$470K +9,345 +4%
BFA
5
Brown Financial Advisors
Ohio
$2.22M +$1.3M +25,937 +142%
GS
6
GTS Securities
New York
$1.51M +$993K +19,754 +192%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.45M +$23K +457 +2%
NA
8
NewEdge Advisors
Louisiana
$1.3M +$1.3M +25,760 New
PW
9
Paladin Wealth
Minnesota
$1.29M +$383K +7,620 +42%
MCA
10
Magnolia Capital Advisors
Mississippi
$1.23M +$46K +914 +4%
OIA
11
OneDigital Investment Advisors
Kansas
$973K +$973K +19,342 New
AWM
12
AE Wealth Management
Kansas
$576K -$5.33M -106,076 -90%
OMC
13
Old Mission Capital
Illinois
$573K +$573K +11,400 New
MFS
14
Mattson Financial Services
Michigan
$519K +$46.8K +906 +10%
SCM
15
SOL Capital Management
Maryland
$397K +$397K +7,900 New
Jane Street
16
Jane Street
New York
$217K -$223K -4,438 -51%
Osaic Holdings
17
Osaic Holdings
Arizona
$100K -$22.6K -449 -18%
Bank of America
18
Bank of America
North Carolina
$80.4K +$80.4K +1,600 New
AssetMark Inc
19
AssetMark Inc
California
$62.1K +$62.1K +1,235 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$59K -$378K -7,437 -86%
PTC
21
Private Trust Company
Ohio
$26.1K
UBS Group
22
UBS Group
Switzerland
$14.2K +$14.2K +282 New
CAS
23
Coppell Advisory Solutions
Texas
$12.8K +$12.8K +253 New
Morgan Stanley
24
Morgan Stanley
New York
$7.59K -$3.37K -67 -31%
EWA
25
EverSource Wealth Advisors
Alabama
$5.88K