ZROZ icon

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

Overview Fund Activity

112 hedge funds and large institutions have $392M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 20 closing their positions.

Holders
112
Holders Change
+8
Holders Change %
+7.69%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
46
Reduced
20
Closed
20
Calls
$17M
Puts
$14M
Net Calls
+$2.97M
Net Calls Change
-$2.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.7M
2
AWM
2
AE Wealth Management
Kansas
$21.5M
3
Jane Street
3
Jane Street
New York
$17M
4
SW
4
SMART Wealth
Nebraska
$16.4M
5
IWM
5
IHT Wealth Management
Illinois
$6.59M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$0
2
HWM
2
Horizon Wealth Management
Illinois
$445K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.12M
4
HW
4
Hamilton Wealth
California
$6.59M
5
CCM
5
Callodine Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Paragon Advisors
Texas
$3.54M 38,413 +11,418 +42%
CWA
27
Consilio Wealth Advisors
Washington
$3.41M 37,102 +998 +3%
VPP
28
Vertex Planning Partners
Illinois
$3.27M 35,562 +951 +3%
GS
29
GTS Securities
New York
$2.83M 30,757 +30,757 New
OIA
30
OneDigital Investment Advisors
Kansas
$2.83M 30,700 +1,500 +5%
PWM
31
Provident Wealth Management
Tennessee
$2.39M 25,942 +3,650 +16%
AWS
32
Atria Wealth Solutions
New York
$2.23M 24,277 +24,277 New
Goldman Sachs
33
Goldman Sachs
New York
$2.22M 24,135 +6,005 +33%
SL
34
Savior LLC
Massachusetts
$2.09M 22,673 -3,444 -13%
TI
35
Tidal Investments
Wisconsin
$1.73M 18,843 -36,262 -66%
CAN
36
Cetera Advisor Networks
California
$1.54M 16,721 +4,597 +38%
PAG
37
Private Advisor Group
New Jersey
$1.45M 15,803 +1,525 +11%
ACM
38
Ashford Capital Management
Delaware
$1.44M 15,653 +15,653 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.44M 15,644 -1,036 -6%
AA
40
Ancora Advisors
Ohio
$1.42M 15,400 +5,000 +48%
IA
41
IFP Advisors
Florida
$1.4M 15,211 -1,114 -7%
CF
42
Centaurus Financial
California
$1.24M 13,461 +10,449 +347%
William Blair & Company
43
William Blair & Company
Illinois
$1.19M 12,879 +1,667 +15%
BL
44
BCWM LLC
Kansas
$1.03M 11,188 +1,424 +15%
DFG
45
Delphi Financial Group
Delaware
$1.01M 10,980 +3,780 +53%
SWA
46
Stratos Wealth Advisors
Ohio
$926K 10,060 +6,187 +160%
RA
47
RFG Advisory
Alabama
$863K 9,379 -9,724 -51%
HF
48
HRT Financial
New York
$752K 8,172 +8,172 New
CAMG
49
CWA Asset Management Group
Florida
$710K 7,710 – –
RJA
50
Raymond James & Associates
Florida
$608K 6,604 -587 -8%
1
2
3 4 5