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

118 hedge funds and large institutions have $550M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
43
Reduced
24
Closed
16
Calls
$9.97M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.7M
3
RIG
3
RiverFront Investment Group
Virginia
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$77.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$9.91M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$303K
2
Jane Street
2
Jane Street
New York
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.06M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156K
Name Market Value Shares Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$4.5M 59,984 +11,255 +23%
PA
27
Paragon Advisors
Texas
$3.64M 48,488 +8,180 +20%
CWA
28
Consilio Wealth Advisors
Washington
$3.48M 46,366 +2,945 +7%
TI
29
Tidal Investments
Wisconsin
$3.26M 43,479 -10,645 -20%
OIA
30
OneDigital Investment Advisors
Kansas
$2.73M 36,333 +1,762 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.64M 35,096 -3,724 -10%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.33M 31,063 +18,538 +148%
PWM
33
Provident Wealth Management
Tennessee
$2.31M 30,785 +414 +1%
MAWAG
34
Mid-American Wealth Advisory Group
Missouri
$2.28M 30,427 +30,427 New
SKK
35
Shepherd Kaplan Krochuk
Massachusetts
$2.04M 27,115 -1,133 -4%
DWA
36
Delos Wealth Advisors
Texas
$2M 26,581 +4,658 +21%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.95M 26,016 -978 -4%
FTUS
38
Flow Traders U.S.
New York
$1.94M 25,892 +25,892 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.86M 24,759 -4,873 -16%
LAS
40
Lloyd Advisory Services
Georgia
$1.78M 23,660 +23,660 New
LSIA
41
LaSalle St. Investment Advisors
Illinois
$1.69M 22,520 +18,718 +492%
PFS
42
Prospera Financial Services
Texas
$1.56M 20,750 +20,750 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.49M 19,820 -7,127 -26%
Mariner
44
Mariner
Kansas
$1.43M 19,020 -141 -0.7%
WS
45
Wedbush Securities
California
$1.34M 17,896 +3,952 +28%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$1.32M 17,587 +13,156 +297%
William Blair & Company
47
William Blair & Company
Illinois
$1.22M 16,199 +1,021 +7%
Truist Financial
48
Truist Financial
North Carolina
$1.16M 15,395 +15,395 New
CCWM
49
Cassaday & Co Wealth Management
Virginia
$1.14M 15,225 – –
SC
50
Sinecera Capital
Texas
$1.09M 14,539 – –
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