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

53 hedge funds and large institutions have $93.2M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
14
Reduced
16
Closed
11
Calls
$2.93M
Puts
$1.19M
Net Calls
+$1.75M
Net Calls Change
+$749K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.74M
2
NCM
2
Niemann Capital Management
Nevada
$2.78M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.67M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.08M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$388K

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.28M
3
Bank of America
3
Bank of America
North Carolina
$6.38M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.19M
5
Ameriprise
5
Ameriprise
Minnesota
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$358K 2,685 +3 +0.1%
ASN
27
Advisory Services Network
Georgia
$338K 2,540 +1,472 +138%
NL
28
NVWM LLC
Pennsylvania
$336K 2,518 -1,379 -35%
EIP
29
Ellis Investment Partners
Pennsylvania
$294K 2,173 +10 +0.5%
APA
30
American Portfolios Advisors
New York
$292K 2,189 +1,132 +107%
RF
31
RHS Financial
California
$267K 2,001 +245 +14%
FA
32
Forefront Analytics
Pennsylvania
$249K 1,867 +9 +0.5%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$239K 1,795 +1,795 New
CS
34
Credit Suisse
Switzerland
$239K 1,795 +1,795 New
KCM
35
Karp Capital Management
California
$220K 1,650 +1,650 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$201K 1,503 -1,047 -41%
CAAS
37
Capital Asset Advisory Services
Michigan
$174K 1,190 +1,190 New
BAM
38
Belpointe Asset Management
Nevada
$148K 1,108 +1,108 New
William Blair & Company
39
William Blair & Company
Illinois
$141K 1,060 -200 -16%
SW
40
SVB Wealth
Massachusetts
$133K 1,000 +1,000 New
Citigroup
41
Citigroup
New York
$93K 694 -3 -0.4%
OPS
42
Orion Portfolio Solutions
Nebraska
$93K 700 +700 New
CFN
43
Cordasco Financial Network
Florida
$57K 430 – –
CFGS
44
Concourse Financial Group Securities
Alabama
$52K 393 +393 New
AF
45
Allworth Financial
California
$29K 220 – –
HIA
46
Harbor Investment Advisory
Maryland
$23K 176 +176 New
HWA
47
HCR Wealth Advisors
California
$20K 150 +150 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$4K 30 – –
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$4K 31 +17 +121%
CFA
50
Carroll Financial Associates
North Carolina
$1K 15 – –
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