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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

26 hedge funds and large institutions have $167M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
7
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$66.4M +$607 +12 +0%
GI
2
Gradient Investments
Minnesota
$50.5M -$5.12M -101,372 -9%
AIMU
3
Allianz Investment Management US
Minnesota
$17.8M
LPL Financial
4
LPL Financial
California
$12.7M -$168K -3,316 -1%
VWA
5
Visionary Wealth Advisors
Illinois
$4.76M +$4.76M +94,212 New
OIA
6
OneDigital Investment Advisors
Kansas
$2.72M +$1.74M +34,515 +178%
NA
7
NewEdge Advisors
Louisiana
$1.73M +$426K +8,429 +33%
BFA
8
Brown Financial Advisors
Ohio
$1.66M -$573K -11,339 -26%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.47M +$11K +218 +0.8%
MCA
10
Magnolia Capital Advisors
Mississippi
$1.29M +$52.7K +1,043 +4%
SCM
11
SOL Capital Management
Maryland
$1.16M +$761K +15,050 +191%
PW
12
Paladin Wealth
Minnesota
$1.09M -$202K -4,003 -16%
MFS
13
Mattson Financial Services
Michigan
$843K +$335K +6,634 +66%
Mariner
14
Mariner
Kansas
$782K +$782K +15,475 New
AWM
15
AE Wealth Management
Kansas
$578K -$2.02K -40 -0.3%
MWM
16
MinichMacGregor Wealth Management
New York
$392K +$392K +7,749 New
FSWA
17
Financial Synergies Wealth Advisors
Texas
$273K +$273K +5,397 New
Citadel Advisors
18
Citadel Advisors
Florida
$255K +$255K +5,048 New
Osaic Holdings
19
Osaic Holdings
Arizona
$94.4K -$6.22K -123 -6%
AssetMark Inc
20
AssetMark Inc
California
$62.4K
PTC
21
Private Trust Company
Ohio
$26.3K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15K -$44.6K -869 -75%
Morgan Stanley
23
Morgan Stanley
New York
$7.63K
EWA
24
EverSource Wealth Advisors
Alabama
$5.92K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.52K +$1.52K +30 New