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

63 hedge funds and large institutions have $148M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $2.52M | Put options by funds: $785K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

3% more funds holding

Funds holding: 6163 (+2)

7.67% less ownership

Funds ownership: 44.23%36.56% (-7.7%)

31% less capital invested

Capital invested by funds: $213M → $148M (-$65.1M)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
20
Reduced
18
Closed
14
Calls
$2.52M
Puts
$785K
Net Calls
+$1.73M
Net Calls Change
-$4.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$70.3K -$523K -3,177 -88%
CFN
52
Cordasco Financial Network
Florida
$70K
AF
53
Allworth Financial
California
$36K
HIA
54
Harbor Investment Advisory
Maryland
$29K
PP
55
Pacifica Partners
Canada
$20K
CAAS
56
Capital Asset Advisory Services
Michigan
$10K
NL
57
NVWM LLC
Pennsylvania
$8K +$8.06K +49 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$4K
PA
59
Parallel Advisors
California
$4K
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$4K
PWA
61
Phoenix Wealth Advisors
North Carolina
$2K +$2.14K +13 New
AWM
62
Avondale Wealth Management
Texas
$1K +$988 +6 New
MML Investors Services
63
MML Investors Services
Massachusetts
-$3.02M -17,693 Closed
MIAN
64
Mariner Independent Advisor Network
Kansas
-$2.75M -16,143 Closed
RWA
65
Redhawk Wealth Advisors
Minnesota
-$1.49M -8,690 Closed
FEM
66
Fulcrum Equity Management
Texas
-$1.45M -8,504 Closed
CWM
67
Centric Wealth Management
Illinois
-$1.06M -7,315 Closed
TF
68
Trek Financial
Arizona
-$742K -4,337 Closed
SFSIG
69
San Francisco Sentry Investment Group
California
-$513K -3,000 Closed
SPC
70
Sigma Planning Corp
Michigan
-$454K -2,657 Closed
HAIM
71
Hunter Associates Investment Management
Pennsylvania
-$290K -1,694 Closed
Invesco
72
Invesco
Georgia
-$225K -1,318 Closed
KC
73
Kingfisher Capital
North Carolina
-$200K -1,170 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$139K -837 Closed
HWA
75
HCR Wealth Advisors
California
-$26K -150 Closed