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

58 hedge funds and large institutions have $99.9M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

0% more call options, than puts

Call options by funds: $792K | Put options by funds: $792K

3.22% less ownership

Funds ownership: 36.56%33.34% (-3.2%)

8% less funds holding

Funds holding: 6358 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

32% less capital invested

Capital invested by funds: $148M → $99.9M (-$47.7M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
20
Reduced
14
Closed
18
Calls
$792K
Puts
$792K
Net Calls
Net Calls Change
-$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
51
Capital Asset Advisory Services
Michigan
$8K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$4K
PA
53
Parallel Advisors
California
$3K
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$3K
AWM
55
Avondale Wealth Management
Texas
$2K +$1.01K +7 +117%
HI
56
Hudock Inc
Pennsylvania
$2K +$2.89K +20 New
BA
57
Bridge Advisory
California
-$5.59M -34,176 Closed
CAG
58
Csenge Advisory Group
Florida
-$1.84M -11,284 Closed
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
-$1.72M -10,507 Closed
BFEC
60
Benjamin F. Edwards & Company
Missouri
-$1.6M -9,800 Closed
SWP
61
Stratos Wealth Partners
Ohio
-$854K -5,225 Closed
CIM
62
Confluence Investment Management
Missouri
-$800K -4,897 Closed
BCA
63
Bay Colony Advisors
Massachusetts
-$630K -3,854 Closed
CAN
64
Cetera Advisor Networks
California
-$381K -2,331 Closed
CA
65
Cetera Advisors
Colorado
-$278K -1,702 Closed
RJA
66
Raymond James & Associates
Florida
-$258K -1,580 Closed
Ameriprise
67
Ameriprise
Minnesota
-$251K -1,533 Closed
BEI
68
Benjamin Edwards Inc
Missouri
-$230K -1,407 Closed
AWA
69
Arete Wealth Advisors
Illinois
-$227K -1,386 Closed
MA
70
MJP Associates
Connecticut
-$227K -1,386 Closed
IA
71
IFG Advisory
Georgia
-$225K -1,381 Closed
CG
72
Cutler Group
California
-$86.8K -600 Closed
Vontobel Holding
73
Vontobel Holding
Switzerland
-$73K -446 Closed
NL
74
NVWM LLC
Pennsylvania
-$8K -49 Closed
PWA
75
Phoenix Wealth Advisors
North Carolina
-$1.59K -11 -85%