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

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.

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.76%
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
$8.07M
Net Calls
+$221K
Net Calls Change
+$3.83M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
LPL Financial
2
LPL Financial
California
$71.5M
3
KF
3
Krilogy Financial
Missouri
$23.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$24.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$236K
2
Bank of America
2
Bank of America
North Carolina
$86.8M
3
CAS
3
Coppell Advisory Solutions
Texas
$200K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.76M
5
AFA
5
Atlas Financial Advisors
California
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$4.73M 61,185 +1,607 +3%
SW
27
SMART Wealth
Nebraska
$4.56M 53,397 +7,537 +16%
PA
28
Paragon Advisors
Texas
$4.16M 48,743 -5,839 -11%
LSIA
29
LaSalle St. Investment Advisors
Illinois
$3.24M 3,802 +3,802 New
CWA
30
Consilio Wealth Advisors
Washington
$3.08M 36,149 -3,202 -8%
BA
31
Bridge Advisory
California
$2.93M 34,349 -63,123 -65%
AA
32
Ancora Advisors
Ohio
$2.85M 33,343 +32,943 +8,236%
Citadel Advisors
33
Citadel Advisors
Florida
$2.83M 33,125 -27,025 -45%
OIA
34
OneDigital Investment Advisors
Kansas
$2.82M 33,071 +1,871 +6%
PWM
35
Provident Wealth Management
Tennessee
$2.27M 26,546 +686 +3%
MI
36
Motiv8 Investments
Florida
$2.14M 25,101 +25,101 New
Truist Financial
37
Truist Financial
North Carolina
$1.79M 20,993 +13,337 +174%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.76M 20,618 -170,408 -89%
Mariner
39
Mariner
Kansas
$1.62M 19,026 -8,440 -31%
ACM
40
Ashford Capital Management
Delaware
$1.6M 18,694 -12,224 -40%
CAN
41
Cetera Advisor Networks
California
$1.49M 17,498 +483 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.44M 16,887 +10,220 +153%
CCWM
43
Cassaday & Co Wealth Management
Virginia
$1.3M 15,225 +15,225 New
PFS
44
Prospera Financial Services
Texas
$1.28M 15,003 +6,711 +81%
SC
45
Sinecera Capital
Texas
$1.25M 14,539 +14,539 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.25M 14,622 +970 +7%
Goldman Sachs
47
Goldman Sachs
New York
$1.23M 14,400 +14,400 New
William Blair & Company
48
William Blair & Company
Illinois
$1.18M 13,810 +153 +1%
CFD
49
Creative Financial Designs
Indiana
$1.1M 12,857 +12,857 New
ACP
50
Aveo Capital Partners
Colorado
$1.09M 12,831 +597 +5%
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