ZROZ icon

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

Overview Fund Activity

112 hedge funds and large institutions have $413M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
43
Reduced
31
Closed
22
Calls
$10.6M
Puts
$14.2M
Net Calls
-$3.61M
Net Calls Change
-$6.57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$96.8M
2
CAS
2
Coppell Advisory Solutions
Texas
$20M
3
Jane Street
3
Jane Street
New York
$28.3M
4
WWA
4
WCG Wealth Advisors
Nevada
$10.8M
5
AFA
5
Atlas Financial Advisors
California
$20M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.33M
2
SW
2
SMART Wealth
Nebraska
$3.34M
3
HWM
3
Heirloom Wealth Management
Colorado
$248K
4
HW
4
Hamilton Wealth
California
$225K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$485K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.94M 40,459 +40,459 New
CWA
27
Consilio Wealth Advisors
Washington
$2.67M 39,351 +2,249 +6%
PAG
28
Private Advisor Group
New Jersey
$2.45M 33,736 +17,933 +113%
VPP
29
Vertex Planning Partners
Illinois
$2.43M 33,343 -2,219 -6%
OIA
30
OneDigital Investment Advisors
Kansas
$2.27M 31,200 +500 +2%
ACM
31
Ashford Capital Management
Delaware
$2.25M 30,918 +15,265 +98%
Mariner
32
Mariner
Kansas
$2M 27,466 -43,109 -61%
PWM
33
Provident Wealth Management
Tennessee
$1.88M 25,860 -82 -0.3%
GAG
34
Goodman Advisory Group
Massachusetts
$1.84M 25,287 +25,287 New
RIG
35
RiverFront Investment Group
Virginia
$1.82M 25,032 +25,032 New
IA
36
IFP Advisors
Florida
$1.37M 18,841 +3,630 +24%
Stifel Financial
37
Stifel Financial
Missouri
$1.31M 18,040 +11,530 +177%
CAN
38
Cetera Advisor Networks
California
$1.24M 17,015 +294 +2%
William Blair & Company
39
William Blair & Company
Illinois
$993K 13,657 +778 +6%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$993K 13,652 -1,992 -13%
Walleye Capital
41
Walleye Capital
New York
$990K 13,617 +13,617 New
TI
42
Tidal Investments
Wisconsin
$951K 13,069 -5,774 -31%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$911K 12,530 +6,283 +101%
ACP
44
Aveo Capital Partners
Colorado
$890K 12,234 +12,234 New
BL
45
BCWM LLC
Kansas
$880K 12,106 +918 +8%
Renaissance Technologies
46
Renaissance Technologies
New York
$880K 12,100 +12,100 New
DFG
47
Delphi Financial Group
Delaware
$799K 10,980 – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$769K 10,579 +7,473 +241%
TFGT
49
TS Financial Group (TSFG)
Illinois
$738K 10,142 +9,527 +1,549%
RBCM
50
Raub Brock Capital Management
California
$613K 8,430 +8,430 New
1
2
3 4 5