ZROZ icon

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

Overview Fund Activity

108 hedge funds and large institutions have $527M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 27 closing their positions.

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
34
Reduced
37
Closed
27
Calls
$10.6M
Puts
$8.86M
Net Calls
+$1.76M
Net Calls Change
+$1.54M

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$31.6M
2
AAS
2
Annex Advisory Services
Wisconsin
$31.4M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$22.9M
4
Jane Street
4
Jane Street
New York
$16.2M
5
GG
5
GenWealth Group
New Jersey
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.8M
2
LPL Financial
2
LPL Financial
California
$47.7M
3
KF
3
Krilogy Financial
Missouri
$9.01M
4
Bank of America
4
Bank of America
North Carolina
$68.1M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$4.17M 52,658 +43,478 +474%
LPT
27
Legacy Private Trust
Wisconsin
$3.86M 48,729 -11,048 -18%
CWA
28
Consilio Wealth Advisors
Washington
$3.44M 43,421 +7,272 +20%
PA
29
Paragon Advisors
Texas
$3.19M 40,308 -8,435 -17%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$3.08M 38,820 -41,089 -51%
OIA
31
OneDigital Investment Advisors
Kansas
$2.74M 34,571 +1,500 +5%
PWM
32
Provident Wealth Management
Tennessee
$2.41M 30,371 +3,825 +14%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.35M 29,632 +26,488 +842%
RJA
34
Raymond James & Associates
Florida
$2.34M 29,546 -26,265 -47%
SKK
35
Shepherd Kaplan Krochuk
Massachusetts
$2.24M 28,248 +28,248 New
Osaic Holdings
36
Osaic Holdings
Arizona
$2.14M 26,994 +6,376 +31%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.14M 26,947 +10,060 +60%
DWA
38
Delos Wealth Advisors
Texas
$1.74M 21,923 +21,139 +2,696%
Mariner
39
Mariner
Kansas
$1.52M 19,161 +135 +0.7%
CAN
40
Cetera Advisor Networks
California
$1.38M 17,456 -42 -0.2%
CCWM
41
Cassaday & Co Wealth Management
Virginia
$1.21M 15,225 – –
William Blair & Company
42
William Blair & Company
Illinois
$1.2M 15,178 +1,368 +10%
SC
43
Sinecera Capital
Texas
$1.15M 14,539 – –
WS
44
Wedbush Securities
California
$1.11M 13,944 +13,944 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$1.01M 12,786 +5,678 +80%
CFD
46
Creative Financial Designs
Indiana
$1.01M 12,690 -167 -1%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$993K 12,525 -2,097 -14%
BL
48
BCWM LLC
Kansas
$882K 11,130 -568 -5%
DFG
49
Delphi Financial Group
Delaware
$870K 10,980 – –
SWP
50
Significant Wealth Partners
Illinois
$815K 10,285 +10,285 New
1
2
3 4 5