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

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
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

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$33.8M
2
Bank of America
2
Bank of America
North Carolina
$15.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.98M
4
VIA
4
Vident Investment Advisory
Georgia
$3.66M
5
UBS Group
5
UBS Group
Switzerland
$9.57M

Top Sellers

1
GG
1
GenWealth Group
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.59M
3
WQ
3
Wealth Quarterback
New Jersey
$18K
4
LPL Financial
4
LPL Financial
California
$2.88M
5
Jane Street
5
Jane Street
New York
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$825K +$381K +2,182 +86%
Osaic Holdings
27
Osaic Holdings
Arizona
$737K +$737K +4,216 New
SFSIG
28
San Francisco Sentry Investment Group
California
$728K +$728K +4,166 New
WP
29
WealthSource Partners
California
$665K +$665K +3,806 New
NL
30
NVWM LLC
Pennsylvania
$585K +$145K +828 +33%
APA
31
American Portfolios Advisors
New York
$573K +$191K +1,092 +50%
AIP
32
Almanack Investment Partners
Pennsylvania
$536K +$536K +3,000 New
Creative Planning
33
Creative Planning
Kansas
$492K +$492K +2,817 New
CAN
34
Cetera Advisor Networks
California
$429K +$429K +2,457 New
Renaissance Technologies
35
Renaissance Technologies
New York
$419K +$419K +2,400 New
EIP
36
Ellis Investment Partners
Pennsylvania
$368K -$17K -96 -4%
FIA
37
Foundations Investment Advisors
Arizona
$346K +$346K +1,947 New
IA
38
IFP Advisors
Florida
$337K -$637K -3,693 -65%
RF
39
RHS Financial
California
$303K -$46.3K -265 -13%
BAM
40
Belpointe Asset Management
Nevada
$269K +$75.3K +431 +39%
Stifel Financial
41
Stifel Financial
Missouri
$262K -$1.15M -6,593 -81%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$229K +$229K +1,311 New
KC
43
Kingfisher Capital
North Carolina
$204K +$204K +1,165 New
William Blair & Company
44
William Blair & Company
Illinois
$185K – – –
SC
45
Solstein Capital
California
$182K +$182K +1,040 New
SW
46
SVB Wealth
Massachusetts
$174K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$165K +$96.5K +554 +141%
Citigroup
48
Citigroup
New York
$123K +$1.75K +10 +1%
CFN
49
Cordasco Financial Network
Florida
$75K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$54K +$54K +300 New
1
2
3