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

119 hedge funds and large institutions have $571M 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, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

10% more funds holding

Funds holding: 108119 (+11)

8% more capital invested

Capital invested by funds: $527M → $571M (+$44.1M)

1% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $9.89M

0.53% more ownership

Funds ownership: 41.75%42.28% (+0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% 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
25
Closed
16
Calls
$9.96M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
26
Timber Creek Capital Management
Massachusetts
$5.48M +$28.3K +381 +0.5%
LPT
27
Legacy Private Trust
Wisconsin
$4.5M +$835K +11,255 +23%
PA
28
Paragon Advisors
Texas
$3.64M +$607K +8,180 +20%
CWA
29
Consilio Wealth Advisors
Washington
$3.48M +$219K +2,945 +7%
TI
30
Tidal Investments
Wisconsin
$3.26M -$790K -10,645 -20%
OIA
31
OneDigital Investment Advisors
Kansas
$2.73M +$131K +1,762 +5%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.64M -$276K -3,724 -10%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.33M +$1.38M +18,538 +148%
PWM
34
Provident Wealth Management
Tennessee
$2.31M +$30.7K +414 +1%
MAWAG
35
Mid-American Wealth Advisory Group
Missouri
$2.28M +$2.26M +30,427 New
SKK
36
Shepherd Kaplan Krochuk
Massachusetts
$2.04M -$84.1K -1,133 -4%
DWA
37
Delos Wealth Advisors
Texas
$2M +$346K +4,658 +21%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.95M -$72.6K -978 -4%
FTUS
39
Flow Traders U.S.
New York
$1.94M +$1.92M +25,892 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.86M -$362K -4,873 -16%
LAS
41
Lloyd Advisory Services
Georgia
$1.78M +$1.76M +23,660 New
LSIA
42
LaSalle St. Investment Advisors
Illinois
$1.69M +$1.39M +18,718 +492%
PFS
43
Prospera Financial Services
Texas
$1.56M +$1.54M +20,750 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.49M -$529K -7,127 -26%
Mariner
45
Mariner
Kansas
$1.43M -$10.5K -141 -0.7%
WS
46
Wedbush Securities
California
$1.34M +$293K +3,952 +28%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.32M +$977K +13,156 +297%
William Blair & Company
48
William Blair & Company
Illinois
$1.22M +$75.8K +1,021 +7%
Truist Financial
49
Truist Financial
North Carolina
$1.16M +$1.14M +15,395 New
CCWM
50
Cassaday & Co Wealth Management
Virginia
$1.14M