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

54 hedge funds and large institutions have $113M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,595% more call options, than puts

Call options by funds: $5.66M | Put options by funds: $334K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more capital invested

Capital invested by funds: $99.9M → $113M (+$12.7M)

4.88% less ownership

Funds ownership: 33.34%28.46% (-4.9%)

7% less funds holding

Funds holding: 5854 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
13
Reduced
20
Closed
13
Calls
$5.66M
Puts
$334K
Net Calls
+$5.33M
Net Calls Change
+$5.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$544K +$258K +1,875 +100%
IA
27
IFP Advisors
Florida
$515K -$1.34M -9,722 -73%
Osaic Holdings
28
Osaic Holdings
Arizona
$411K -$163K -1,188 -30%
Ameriprise
29
Ameriprise
Minnesota
$362K +$343K +2,492 New
EIP
30
Ellis Investment Partners
Pennsylvania
$307K +$1.24K +9 +0.4%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$274K -$65.9K -479 -20%
RF
32
RHS Financial
California
$237K -$7.29K -53 -3%
Stifel Financial
33
Stifel Financial
Missouri
$218K -$413K -3,000 -67%
FIA
34
Foundations Investment Advisors
Arizona
$213K -$9.91K -72 -5%
IF
35
IRON Financial
Illinois
$209K -$88.1K -640 -31%
Citigroup
36
Citigroup
New York
$199K +$7.29K +53 +4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$105K
ITFISA
38
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$72.6K
FA
39
Faithward Advisors
Pennsylvania
$68K +$64.5K +469 New
CFN
40
Cordasco Financial Network
Florida
$62K
ASN
41
Advisory Services Network
Georgia
$52K -$320K -2,327 -87%
HI
42
Harbour Investments
Wisconsin
$42K -$23.8K -173 -38%
AF
43
Allworth Financial
California
$32K
HIA
44
Harbor Investment Advisory
Maryland
$26K
PP
45
Pacifica Partners
Canada
$18K
EVM
46
Eaton Vance Management
Massachusetts
$15K
WBC
47
West Branch Capital
Massachusetts
$15K +$13.8K +100 New
CAAS
48
Capital Asset Advisory Services
Michigan
$9K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$4K
PA
50
Parallel Advisors
California
$4K