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

62 hedge funds and large institutions have $132M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
62
Holders Change
+9
Holders Change %
+16.98%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
20
Reduced
14
Closed
8
Calls
$2.25M
Puts
$1.92M
Net Calls
+$332K
Net Calls Change
-$1.42M

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$33.8M
2
Bank of America
2
Bank of America
North Carolina
$15.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.98M
4
VIA
4
Vident Investment Advisory
Georgia
$3.66M
5
UBS Group
5
UBS Group
Switzerland
$9.57M

Top Sellers

1
GG
1
GenWealth Group
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.59M
3
WQ
3
Wealth Quarterback
New Jersey
$18K
4
LPL Financial
4
LPL Financial
California
$2.88M
5
Jane Street
5
Jane Street
New York
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
51
Capital Asset Advisory Services
Michigan
$48K -$160K -915 -77%
AF
52
Allworth Financial
California
$38K – – –
HIA
53
Harbor Investment Advisory
Maryland
$31K – – –
HWA
54
HCR Wealth Advisors
California
$26K – – –
WQ
55
Wealth Quarterback
New Jersey
$18K -$5.96M -34,094 -100%
DWM
56
Darwin Wealth Management
Florida
$9K +$9K +56 New
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PA
59
Parallel Advisors
California
$4K +$4K +24 New
CFA
60
Carroll Financial Associates
North Carolina
$2K – – –
BlackRock
61
BlackRock
New York
$1K -$250 -1 -20%
US Bancorp
62
US Bancorp
Minnesota
$1K +$1K +8 New
GG
63
GenWealth Group
New Jersey
– -$17.2M -128,819 Closed
SL
64
Systelligence LLC
Minnesota
– -$1.15M -8,616 Closed
FAM
65
Formidable Asset Management
Ohio
– -$447K -3,309 Closed
FA
66
Forefront Analytics
Pennsylvania
– -$249K -1,867 Closed
CS
67
Credit Suisse
Switzerland
– -$239K -1,795 Closed
KCM
68
Karp Capital Management
California
– -$220K -1,650 Closed
OPS
69
Orion Portfolio Solutions
Nebraska
– -$93K -700 Closed
SHWM
70
Silicon Hills Wealth Management
Texas
– -$59 -1 Closed
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