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

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.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

41% more capital invested

Capital invested by funds: $93.2M → $132M (+$38.6M)

17% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.92M

17% more funds holding

Funds holding: 5362 (+9)

0.25% more ownership

Funds ownership: 38.08%38.33% (+0.25%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
51
Capital Asset Advisory Services
Michigan
$48K -$140K -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 -$5.22M -34,094 -100%
DWM
56
Darwin Wealth Management
Florida
$9K +$8.58K +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 +$3.68K +24 New
CFA
60
Carroll Financial Associates
North Carolina
$2K
BlackRock
61
BlackRock
New York
$1K -$153 -1 -20%
US Bancorp
62
US Bancorp
Minnesota
$1K +$1.23K +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