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

62 hedge funds and large institutions have $132M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

41% more capital invested

Capital invested by funds: $93.2M → $132M (+$38.6M)

17% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.92M

17% more funds holding

Funds holding: 5362 (+9)

0.25% more ownership

Funds ownership: 38.08%38.33% (+0.25%)

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
20
Reduced
14
Closed
8
Calls
$2.25M
Puts
$1.92M
Net Calls
+$332K
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$825K +$334K +2,182 +86%
Osaic Holdings
27
Osaic Holdings
Arizona
$737K +$646K +4,216 New
SFSIG
28
San Francisco Sentry Investment Group
California
$728K +$638K +4,166 New
WP
29
WealthSource Partners
California
$665K +$583K +3,806 New
NL
30
NVWM LLC
Pennsylvania
$585K +$127K +828 +33%
APA
31
American Portfolios Advisors
New York
$573K +$167K +1,092 +50%
AIP
32
Almanack Investment Partners
Pennsylvania
$536K +$460K +3,000 New
Creative Planning
33
Creative Planning
Kansas
$492K +$432K +2,817 New
CAN
34
Cetera Advisor Networks
California
$429K +$377K +2,457 New
Renaissance Technologies
35
Renaissance Technologies
New York
$419K +$368K +2,400 New
EIP
36
Ellis Investment Partners
Pennsylvania
$368K -$14.7K -96 -4%
FIA
37
Foundations Investment Advisors
Arizona
$346K +$298K +1,947 New
IA
38
IFP Advisors
Florida
$337K -$566K -3,693 -65%
RF
39
RHS Financial
California
$303K -$40.6K -265 -13%
BAM
40
Belpointe Asset Management
Nevada
$269K +$66K +431 +39%
Stifel Financial
41
Stifel Financial
Missouri
$262K -$1.01M -6,593 -81%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$229K +$201K +1,311 New
KC
43
Kingfisher Capital
North Carolina
$204K +$179K +1,165 New
William Blair & Company
44
William Blair & Company
Illinois
$185K
SC
45
Solstein Capital
California
$182K +$159K +1,040 New
SW
46
SVB Wealth
Massachusetts
$174K
CFGS
47
Concourse Financial Group Securities
Alabama
$165K +$84.9K +554 +141%
Citigroup
48
Citigroup
New York
$123K +$1.53K +10 +1%
CFN
49
Cordasco Financial Network
Florida
$75K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$54K +$46K +300 New