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

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.

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.6%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$66M
2
LPL Financial
2
LPL Financial
California
$31.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$15.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LJAC
2
L.J. Altfest & Co
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
PA
4
Paragon Advisors
Texas
$3.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.93M 33,523 +31,511 +1,566%
SL
27
Savior LLC
Massachusetts
$2.7M 30,963 +30,963 New
VPP
28
Vertex Planning Partners
Illinois
$2.57M 29,485 +29,485 New
HighTower Advisors
29
HighTower Advisors
Illinois
$2.43M 27,897 +1,596 +6%
OIA
30
OneDigital Investment Advisors
Kansas
$2.19M 25,100 +7,761 +45%
UBS Group
31
UBS Group
Switzerland
$2.01M 23,068 -190 -0.8%
FA
32
Fermata Advisors
California
$1.96M 22,432 +3,502 +18%
SPC
33
Sigma Planning Corp
Michigan
$1.36M 15,585 +15,585 New
FAIM
34
Financial Advocates Investment Management
Washington
$1.32M 15,086 +15,086 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.29M 14,770 -2,949 -17%
BEI
36
Benjamin Edwards Inc
Missouri
$1.23M 14,068 +14,068 New
AA
37
Ancora Advisors
Ohio
$1.21M 13,800 +10,000 +263%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.16M 13,266 +4,881 +58%
Mariner
39
Mariner
Kansas
$1.07M 12,233 +6,175 +102%
GEM
40
Global Endowment Management
North Carolina
$1.05M 12,000 – –
IWM
41
Iams Wealth Management
Nebraska
$995K 11,395 +11,395 New
CAN
42
Cetera Advisor Networks
California
$948K 10,855 +6,423 +145%
AWM
43
AE Wealth Management
Kansas
$916K 10,493 -1,264 -11%
Renaissance Technologies
44
Renaissance Technologies
New York
$830K 9,500 -6,200 -39%
BL
45
BCWM LLC
Kansas
$807K 9,244 +925 +11%
William Blair & Company
46
William Blair & Company
Illinois
$797K 9,126 +101 +1%
SW
47
SMART Wealth
Nebraska
$776K 8,891 +8,891 New
TWP
48
Tempus Wealth Planning
California
$731K 8,375 +8,375 New
RJA
49
Raymond James & Associates
Florida
$698K 7,997 +4,878 +156%
CAMG
50
CWA Asset Management Group
Florida
$673K 7,710 – –
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