PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
51 hedge funds and large institutions have $201M invested in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 4 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
13% more funds holding
Funds holding: 45 → 51 (+6)
10% more capital invested
Capital invested by funds: $182M → $201M (+$18.8M)
1.15% more ownership
Funds ownership: 89.37% → 90.51% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.56M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$4.04M |
| 3 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$2.79M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$1.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.75M |
| 2 |
FFG
Forum Finance Group
Geneva,
|
-$511K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$511K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$269K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$27.9K |
PRFD Hedge Fund Activity: Q2 2026 in Review
51 of the 8,323 institutional investors tracked by Wall St. Rank reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) for Q2 2026, worth a combined $201M — up 10% from $182M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PRFD positions and 4 closed out — a net gain of 6 holders — while 30 added to existing stakes and 5 trimmed.
The largest buyer was Gradient Investments, adding an estimated $4.56M. The largest seller was Visionary Wealth Advisors, exiting entirely with an estimated $2.75M sold.
- 51 institutional investors held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) as of Q2 2026, up from 45 in Q1 2026.
- Funds reported $201M of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund stock for Q2 2026, up 10% quarter-over-quarter.
- 10 funds opened new PIMCO Preferred and Capital Securities Active Exchange-Traded Fund positions in Q2 2026 and 4 closed out, a net change of +6 holders.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund buyer in Q2 2026 was Gradient Investments, an estimated $4.56M added.
- The largest PIMCO Preferred and Capital Securities Active Exchange-Traded Fund seller in Q2 2026 was Visionary Wealth Advisors, an estimated $2.75M sold.
Based on aggregated 13F filings for Q2 2026.