PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD • ARCA
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund is an exchange-traded fund on ARCA. As of Q3 2025, 31 institutional investors hold shares in this ETF, with total holdings valued at $188.3M. Allianz Asset Management AG is the largest holder with a position valued at $65.7M.
Overview
Overview of institutional ownership in PRFD as of Q3 2025
All Institutions
- Institutions
- 31
- Value Held
- $188.3M
- Shares Held
- 3.6M
- Avg Position
- $6.1M
- Median Position
- $1.0M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in PRFD as of Q3 2025
| Institution | Position Value |
|---|---|
A Allianz Asset Management AG Institution | $65.7M 0.08% of portfolio |
 Gradient Investments LLC RIA/Wealth | $54.1M 0.94% of portfolio |
A Allianz Investment Management U.S. LLC Institution | $18.6M 0.71% of portfolio |
L LPL Financial LLC Institution | $15.1M 0.00% of portfolio |
R Resources Investment Advisors, Inc. Pension/Endowment | $6.2M 0.06% of portfolio |
 Visionary Wealth Advisors RIA/Wealth | $4.9M 0.23% of portfolio |
 GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | $4.8M 0.10% of portfolio |
 Summit Financial, LLC RIA/Wealth | $2.3M 0.04% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $1.8M 0.02% of portfolio |
B Brown Financial Advisors RIA/Wealth | $1.7M 0.66% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PRFD in Q3 2025
- Traded
- +$900.6K
- Buyers
- 19
- Sellers
- 14
- Total Bought
- +$12.1M
- Total Sold
- −$11.2M
- Avg Position
- $5.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Summit Financial, LLC RIA/Wealth | +$2.3M +44.5K shares |
Gradient Investments LLC RIA/Wealth | +$2.2M +42.4K shares |
Integrated Wealth Concepts LLC RIA/Wealth | +$1.8M +34.2K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | +$1.7M +32.5K shares |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | +$1.3M +24.5K shares |
 JPMORGAN CHASE & CO Institution | +$1.0M +19.5K shares |
R ROYAL BANK OF CANADA Institution | +$534.2K +10.3K shares |
 A4 Wealth Advisors LLC RIA/Wealth | +$503.6K +9.7K shares |
J JANE STREET GROUP, LLC Institution | +$487.4K +9.4K shares |
+$92.7K +1.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A Allianz Asset Management AG Institution | −$7.4M −143.5K shares |
L LPL Financial LLC Institution | −$986.8K −19.1K shares |
Visionary Wealth Advisors RIA/Wealth | −$977.7K −18.9K shares |
 Goss Wealth Management LLC RIA/Wealth | −$809.6K −15.6K shares |
F FLOW TRADERS U.S. LLC Institution | −$518.5K −10.2K shares |
M MAGNOLIA CAPITAL ADVISORS LLC Institution | −$280.3K −5.4K shares |
 MinichMacGregor Wealth Management, LLC RIA/Wealth | −$86.2K −1.7K shares |
 AE Wealth Management LLC RIA/Wealth | −$43.5K −840.0 shares |
 Hanson McClain, Inc. RIA/Wealth | −$10.8K −211.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | −$3.1K −59.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PRFD in Q3 2025
- New Positions
- 5
- New Value
- $4.6M
- Exited Positions
- 4
- Exited Value
- $533.5K
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $2.3M 44.5K shares |
Integrated Wealth Concepts LLC RIA/Wealth | $1.8M 34.2K shares |
A4 Wealth Advisors LLC RIA/Wealth | $503.6K 9.7K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $53.6K 1.0K shares |
 Triumph Capital Management RIA/Wealth | $207.0 4.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $518.5K 10.2K shares |
Hanson McClain, Inc. RIA/Wealth | $10.8K 211.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.7K 52.0 shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $1.6K 31.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PRFD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PRFD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Gradient Investments LLC RIA/Wealth | 0.94% $54.1M |
P Paladin Wealth, LLC Institution | 0.79% $1.0M |
A Allianz Investment Management U.S. LLC Institution | 0.71% $18.6M |
B Brown Financial Advisors RIA/Wealth | 0.66% $1.7M |
A4 Wealth Advisors LLC RIA/Wealth | 0.44% $503.6K |
Visionary Wealth Advisors RIA/Wealth | 0.23% $4.9M |
M MAGNOLIA CAPITAL ADVISORS LLC Institution | 0.21% $790.7K |
 Mattson Financial Services, LLC RIA/Wealth | 0.20% $828.4K |
 SOL Capital Management CO RIA/Wealth | 0.17% $1.7M |
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth | 0.10% $4.8M |