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

99 hedge funds and large institutions have $379M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

99% more capital invested

Capital invested by funds: $190M → $379M (+$189M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $9.11M

25% more funds holding

Funds holding: 7999 (+20)

13.27% more ownership

Funds ownership: 37.51%50.77% (+13%)

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
33
Reduced
16
Closed
16
Calls
$11.8M
Puts
$9.11M
Net Calls
+$2.66M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.93M +$2.82M +31,511 +1,566%
SL
27
Savior LLC
Massachusetts
$2.7M +$2.77M +30,963 New
VPP
28
Vertex Planning Partners
Illinois
$2.57M +$2.64M +29,485 New
HighTower Advisors
29
HighTower Advisors
Illinois
$2.43M +$143K +1,596 +6%
OIA
30
OneDigital Investment Advisors
Kansas
$2.19M +$695K +7,761 +45%
UBS Group
31
UBS Group
Switzerland
$2.01M -$17K -190 -0.8%
FA
32
Fermata Advisors
California
$1.96M +$314K +3,502 +18%
SPC
33
Sigma Planning Corp
Michigan
$1.36M +$1.4M +15,585 New
FAIM
34
Financial Advocates Investment Management
Washington
$1.32M +$1.35M +15,086 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.29M -$264K -2,949 -17%
BEI
36
Benjamin Edwards Inc
Missouri
$1.23M +$1.26M +14,068 New
AA
37
Ancora Advisors
Ohio
$1.21M +$896K +10,000 +263%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.16M +$437K +4,881 +58%
Mariner
39
Mariner
Kansas
$1.07M +$553K +6,175 +102%
GEM
40
Global Endowment Management
North Carolina
$1.05M
IWM
41
Iams Wealth Management
Nebraska
$995K +$1.02M +11,395 New
CAN
42
Cetera Advisor Networks
California
$948K +$575K +6,423 +145%
AWM
43
AE Wealth Management
Kansas
$916K -$113K -1,264 -11%
Renaissance Technologies
44
Renaissance Technologies
New York
$830K -$555K -6,200 -39%
BL
45
BCWM LLC
Kansas
$807K +$82.8K +925 +11%
William Blair & Company
46
William Blair & Company
Illinois
$797K +$9.05K +101 +1%
SW
47
SMART Wealth
Nebraska
$776K +$796K +8,891 New
TWP
48
Tempus Wealth Planning
California
$731K +$750K +8,375 New
RJA
49
Raymond James & Associates
Florida
$698K +$437K +4,878 +156%
CAMG
50
CWA Asset Management Group
Florida
$673K