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

58 hedge funds and large institutions have $99.9M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

0% more call options, than puts

Call options by funds: $792K | Put options by funds: $792K

3.22% less ownership

Funds ownership: 36.56%33.34% (-3.2%)

8% less funds holding

Funds holding: 6358 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

32% less capital invested

Capital invested by funds: $148M → $99.9M (-$47.7M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
20
Reduced
14
Closed
18
Calls
$792K
Puts
$792K
Net Calls
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$461K +$30.4K +210 +6%
Barclays
27
Barclays
United Kingdom
$458K +$502K +3,469 New
ASN
28
Advisory Services Network
Georgia
$354K -$1.47M -10,155 -79%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$312K +$89.8K +621 +36%
APA
30
American Portfolios Advisors
New York
$289K +$254K +1,757 +409%
EIP
31
Ellis Investment Partners
Pennsylvania
$278K +$1.3K +9 +0.4%
TSS
32
Two Sigma Securities
New York
$277K +$118K +819 +64%
IF
33
IRON Financial
Illinois
$275K +$301K +2,083 New
SWM
34
Segment Wealth Management
Texas
$264K +$289K +2,000 New
CFGS
35
Concourse Financial Group Securities
Alabama
$254K +$43.5K +301 +19%
FFA
36
First Foundation Advisors
California
$247K +$271K +1,875 New
SPC
37
Sigma Planning Corp
Michigan
$239K +$262K +1,813 New
RF
38
RHS Financial
California
$222K +$7.38K +51 +3%
FIA
39
Foundations Investment Advisors
Arizona
$202K
Citigroup
40
Citigroup
New York
$174K -$78.4K -542 -29%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$95K
ITFISA
42
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$66K +$72.3K +500 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$65K +$72.3K +500 New
HI
44
Harbour Investments
Wisconsin
$61K +$66.5K +460 New
CFN
45
Cordasco Financial Network
Florida
$57K
AF
46
Allworth Financial
California
$29K
HIA
47
Harbor Investment Advisory
Maryland
$23K
PP
48
Pacifica Partners
Canada
$17K
EVM
49
Eaton Vance Management
Massachusetts
$13K +$14.5K +100 New
JP Morgan Chase
50
JP Morgan Chase
New York
$9K +$9.55K +66 New