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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
ZROZ
120 hedge funds and large institutions have $571M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
72% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 25
38% more capital invested
Capital invested by funds: $413M → $571M (+$158M)
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
7% more funds holding
Funds holding: 112 → 120 (+8)
3% more call options, than puts
Call options by funds: $8.29M | Put options by funds: $8.06M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.22% less ownership
Funds ownership: 45.2% → 42.97% (-2.2%)
Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
43
Reduced
25
Closed
25
Calls
$8.29M
Puts
$8.06M
Net Calls
+$221K
Net Calls Change
+$3.83M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$49.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$29.6M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$20.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$20M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14.9M |
Top Sellers
| 1 |
Jane Street
New York
|
-$28.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$23.4M |
| 3 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$16.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.7M |
| 5 |
AFA
Atlas Financial Advisors
Oroville,
California
|
-$11.2M |
