Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (PRFD)

43 + Investors. Track Smart Money conviction in PRFD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — PRFD

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added PRFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
43 hedge funds hold PRFD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +65% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+65% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

27 buying18 selling
Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 7 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 14% conviction (2yr+) ■ 37% medium ■ 49% new
Only 6 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

7 → 6 → 7 → 9 → 11 new funds/Q
New funds entering each quarter: 6 → 7 → 9 → 11. A growing number of institutions are discovering PRFD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 56% of holders entered in last year

■ 16% veterans ■ 28% 1-2yr ■ 56% new
Of 43 current holders: 24 (56%) entered in the past year, only 7 (16%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
5 of 43 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PRFD

In 2026 Q1, 27 hedge funds were net buyers of PRFD (11 opened a new position, 16 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: PRFD

How many hedge funds hold PRFD — quarterly history vs. share price
Quarterly hedge fund ownership of PRFD vs. share price

Market Analysis: PRFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRFD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco ETF Tr (PRFD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PRFD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
PRFD
+1.0%
SPY
+14.9%

PRFD outperformed SPY by -13.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
PRFD
+0.7%
SPY
+1.1%

Since the filing became public, PRFD outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: PRFD
43 + Investors

Track Smart Money conviction in PRFD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 37 16.22%
13F Shares 4M 3M 7.26%
Total Value $176M $171M 2.95%
New Positions 11 9 +2
Increased Positions 16 15 +1
Closed Positions 5 3 +2
Reduced Positions 13 11 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRFD

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Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PRFD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PRFD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gradient Investments LLC 0.88% 1,122,533 $56.9M
2 Paladin Wealth, LLC 0.73% 20,901 $1.1M
3 Brown Financial Advisors 0.61% 31,961 $1.6M
4 Mattson Financial Services, LLC 0.20% 16,225 $822K
5 Birchwood Financial Partners, Inc. 0.17% 3,520 $178K
6 Visionary Wealth Advisors 0.12% 54,324 $2.8M
7 OneDigital Investment Advisors LLC 0.11% 215,381 $10.9M
8 Great Valley Advisor Group, INC. 0.10% 111,644 $5.7M
9 Financial Synergies Wealth Advisors, Inc. 0.08% 17,143 $869K
10 Allianz Asset Management GmbH 0.07% 1,273,683 $64.5M
11 MinichMacGregor Wealth Management, LLC 0.06% 6,574 $333K
12 Kelleher Financial Advisors 0.05% 3,923 $199K
13 Vickerman Investment Advisors, Inc. 0.05% 4,371 $221K
14 Summit Financial, LLC 0.03% 49,193 $2.5M
15 Gts Securities LLC 0.02% 10,076 $511K
16 Evolution Wealth Management INC. 0.02% 481 $24K
17 Integrated Wealth Concepts LLC 0.01% 35,888 $1.8M
18 RFG Advisory, LLC 0.01% 15,032 $762K
19 CreativeOne Wealth, LLC 0.01% 8,535 $432K
20 LPL Financial LLC 0.00% 318,964 $16.2M
21 Networth Advisors, LLC 0.00% 90 $5K
22 AE Wealth Management LLC 0.00% 10,992 $557K
23 Cerity Partners LLC 0.00% 40,135 $2.0M
24 Private Trust Co NA 0.00% 520 $26K
25 HighTower Advisors, LLC 0.00% 32,846 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco ETF Tr (PRFD)

What does the Smart Money Trend signal show for PRFD?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added PRFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PRFD?

More buyers than sellers — 60% buying: Last quarter: 27 funds were net buyers (11 opened a brand new position + 16 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PRFD holders?

Smaller funds dominant — 10% AUM from top-100: 5 of 43 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PRFD?

Mostly new holders — 49% entered in last year: Only 6 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Pimco ETF Tr (PRFD) following the 2026 Q1 hedge fund 13F filings?

As of today, PRFD has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), PRFD has gained +1.0% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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