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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund

44 hedge funds and large institutions have $128M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33,450% more call options, than puts

Call options by funds: $671K | Put options by funds: $2K

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

76% more capital invested

Capital invested by funds: $72.6M → $128M (+$55.2M)

63% more funds holding

Funds holding: 2744 (+17)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

Holders
44
Holders Change
+17
Holders Change %
+62.96%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
14
Reduced
6
Closed
4
Calls
$671K
Puts
$2K
Net Calls
+$669K
Net Calls Change
+$587K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$372K +$361K +2,990 New
CFN
27
Cordasco Financial Network
Florida
$334K -$236K -1,955 -42%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$299K +$291K +2,408 New
FA
29
FDx Advisors
Illinois
$291K +$283K +2,339 New
ASN
30
Advisory Services Network
Georgia
$249K +$242K +2,000 New
PAG
31
Private Advisor Group
New Jersey
$231K +$224K +1,856 New
CCA
32
Catalyst Capital Advisors
New York
$124K +$121K +1,000 New
CG
33
Cutler Group
California
$111K +$109K +900 New
WRM
34
Westport Resources Management
Connecticut
$97K +$94.2K +779 New
S
35
SignatureFD
Georgia
$82K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$61K +$59K +488 New
SBL
37
Sargent Bickham Lagudis
Colorado
$37K +$36.3K +300 New
NFG
38
Next Financial Group
Texas
$27K +$27.2K +225 New
BAM
39
BTS Asset Management
Massachusetts
$11K +$10.9K +90 New
BlackRock
40
BlackRock
New York
$10K +$8.1K +67 +609%
SJIM
41
St. Johns Investment Management
Florida
$6K
GWS
42
Glassman Wealth Services
Virginia
$5K +$5.32K +44 New
GI
43
Gradient Investments
Minnesota
$1K +$967 +8 New
VKH
44
Virtu KCG Holdings
New York
-$590K -5,400 Closed
Stifel Financial
45
Stifel Financial
Missouri
-$463K -4,240 Closed
US Bancorp
46
US Bancorp
Minnesota
-$11K -100 Closed
LWA
47
Lenox Wealth Advisors
New York
-$2K -17 Closed