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

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 16 closing their positions.

Holders
133
Holders Change
+15
Holders Change %
+12.71%
% of All Funds
1.92%
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
16
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.6M
2
HWM
2
Horizon Wealth Management
Illinois
$28.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$12.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$37.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.59M
2
RIG
2
RiverFront Investment Group
Virginia
$2.51M
3
RJA
3
Raymond James & Associates
Florida
$2.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$490K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.56M 79,544 -1,125 -1%
HWP
27
Heritage Wealth Partners
Ohio
$6.32M 76,685 +76,685 New
TCCM
28
Timber Creek Capital Management
Massachusetts
$6.23M 75,546 +2,603 +4%
JFG
29
Jefferies Financial Group
New York
$6.22M 75,506 +75,506 New
CCM
30
Crew Capital Management
Ohio
$6.17M 74,867 +74,867 New
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$5.85M 70,976 +43,861 +162%
Jane Street
32
Jane Street
New York
$5.66M 68,621 +68,621 New
FIA
33
Foundations Investment Advisors
Arizona
$5.2M 63,134 +58,348 +1,219%
LPT
34
Legacy Private Trust
Wisconsin
$5.1M 61,874 +1,890 +3%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$4.47M 54,195 +29,436 +119%
PA
36
Paragon Advisors
Texas
$4.45M 54,024 +5,536 +11%
LAS
37
Lloyd Advisory Services
Georgia
$4.15M 50,293 +26,633 +113%
CWA
38
Consilio Wealth Advisors
Washington
$3.84M 46,574 +208 +0.4%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$3.31M 40,029 +22,442 +128%
OIA
40
OneDigital Investment Advisors
Kansas
$3.2M 38,783 +2,450 +7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.17M 38,434 +18,614 +94%
Goldman Sachs
42
Goldman Sachs
New York
$2.99M 36,237 +36,237 New
LSIA
43
LaSalle St. Investment Advisors
Illinois
$2.95M 35,799 +13,279 +59%
TI
44
Tidal Investments
Wisconsin
$2.55M 31,278 -12,201 -28%
RIG
45
RiverFront Investment Group
Virginia
$2.51M 30,470 -145,010 -83%
GS
46
GTS Securities
New York
$2.51M 30,395 +30,395 New
PWM
47
Provident Wealth Management
Tennessee
$2.47M 29,949 -836 -3%
DWA
48
Delos Wealth Advisors
Texas
$2.46M 29,830 +3,249 +12%
QC
49
Quadrature Capital
United Kingdom
$2.41M 29,268 +29,268 New
RJA
50
Raymond James & Associates
Florida
$2.37M 28,715 -93,178 -76%
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