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

104 hedge funds and large institutions have $331M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
37
Reduced
26
Closed
21
Calls
$17.1M
Puts
$11.4M
Net Calls
+$5.67M
Net Calls Change
+$3.01M

Top Buyers

1
HWM
1
Heirloom Wealth Management
Colorado
$9.36M
2
GIA
2
Gladstone Institutional Advisory
Florida
$15.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
Mariner
4
Mariner
Kansas
$5.81M
5
CCM
5
Callodine Capital Management
Massachusetts
$3.83M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$607K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2K
4
CAS
4
Coppell Advisory Solutions
Texas
$0
5
CASC
5
Coppell Advisory Solutions Corp
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Paragon Advisors
Texas
$2.59M 26,995 -8,548 -24%
SL
27
Savior LLC
Massachusetts
$2.5M 26,117 -4,846 -16%
PWM
28
Provident Wealth Management
Tennessee
$2.14M 22,292 +22,292 New
AWM
29
AE Wealth Management
Kansas
$2.13M 22,263 +11,770 +112%
IA
30
IFP Advisors
Florida
$1.85M 16,325 -39,044 -71%
RA
31
RFG Advisory
Alabama
$1.83M 19,103 +19,103 New
Goldman Sachs
32
Goldman Sachs
New York
$1.74M 18,130 -91,126 -83%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.6M 16,680 +1,910 +13%
SW
34
SMART Wealth
Nebraska
$1.54M 16,093 +7,202 +81%
FAIM
35
Financial Advocates Investment Management
Washington
$1.53M 15,928 +842 +6%
PFS
36
Prospera Financial Services
Texas
$1.45M 15,161 +15,161 New
PAG
37
Private Advisor Group
New Jersey
$1.37M 14,278 +14,278 New
FA
38
Fermata Advisors
California
$1.35M 14,118 -8,314 -37%
CAN
39
Cetera Advisor Networks
California
$1.16M 12,124 +1,269 +12%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.08M 11,300 +8,302 +277%
William Blair & Company
41
William Blair & Company
Illinois
$1.07M 11,212 +2,086 +23%
AA
42
Ancora Advisors
Ohio
$996K 10,400 -3,400 -25%
BL
43
BCWM LLC
Kansas
$935K 9,764 +520 +6%
Renaissance Technologies
44
Renaissance Technologies
New York
$929K 9,700 +200 +2%
Jane Street
45
Jane Street
New York
$874K 9,121 +9,121 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$781K 8,159 -5,107 -38%
CAMG
47
CWA Asset Management Group
Florida
$738K 7,710 – –
DFG
48
Delphi Financial Group
Delaware
$690K 7,200 +7,200 New
RJA
49
Raymond James & Associates
Florida
$689K 7,191 -806 -10%
QAM
50
Q3 Asset Management
Michigan
$618K 6,454 +52 +0.8%
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