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

133 hedge funds and large institutions have $758M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

33% more capital invested

Capital invested by funds: $571M → $758M (+$187M)

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more funds holding

Funds holding: 119133 (+14)

2.01% more ownership

Funds ownership: 42.28%44.29% (+2%)

56% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $38.4M

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.91%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
32
Increased
46
Reduced
39
Closed
17
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.56M -$90.4K -1,125 -1%
HWP
27
Heritage Wealth Partners
Ohio
$6.32M +$6.16M +76,685 New
TCCM
28
Timber Creek Capital Management
Massachusetts
$6.23M +$209K +2,603 +4%
JFG
29
Jefferies Financial Group
New York
$6.22M +$6.07M +75,506 New
CCM
30
Crew Capital Management
Ohio
$6.17M +$6.02M +74,867 New
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$5.85M +$3.53M +43,861 +162%
Jane Street
32
Jane Street
New York
$5.66M +$5.52M +68,621 New
FIA
33
Foundations Investment Advisors
Arizona
$5.2M +$4.69M +58,348 +1,219%
LPT
34
Legacy Private Trust
Wisconsin
$5.1M +$152K +1,890 +3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$4.47M +$2.37M +29,436 +119%
PA
36
Paragon Advisors
Texas
$4.45M +$445K +5,536 +11%
LAS
37
Lloyd Advisory Services
Georgia
$4.15M +$2.14M +26,633 +113%
CWA
38
Consilio Wealth Advisors
Washington
$3.84M +$16.7K +208 +0.4%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$3.31M +$1.8M +22,442 +128%
OIA
40
OneDigital Investment Advisors
Kansas
$3.2M +$197K +2,450 +7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.17M +$1.5M +18,614 +94%
Goldman Sachs
42
Goldman Sachs
New York
$2.99M +$2.91M +36,237 New
LSIA
43
LaSalle St. Investment Advisors
Illinois
$2.95M +$1.07M +13,279 +59%
TI
44
Tidal Investments
Wisconsin
$2.55M -$981K -12,201 -28%
RIG
45
RiverFront Investment Group
Virginia
$2.51M -$11.7M -145,010 -83%
GS
46
GTS Securities
New York
$2.51M +$2.44M +30,395 New
PWM
47
Provident Wealth Management
Tennessee
$2.47M -$67.2K -836 -3%
DWA
48
Delos Wealth Advisors
Texas
$2.46M +$261K +3,249 +12%
QC
49
Quadrature Capital
United Kingdom
$2.41M +$2.35M +29,268 New
RJA
50
Raymond James & Associates
Florida
$2.37M -$7.49M -93,178 -76%