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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
ZROZ
55 hedge funds and large institutions have $152M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more capital invested
Capital invested by funds: $113M → $152M (+$39.2M)
35% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $1.22M
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
8.68% more ownership
Funds ownership: 28.46% → 37.15% (+8.7%)
2% more funds holding
Funds holding: 54 → 55 (+1)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
14
Reduced
17
Closed
8
Calls
$1.65M
Puts
$1.22M
Net Calls
+$423K
Net Calls Change
-$4.91M
Top Buyers
| 1 |
Jane Street
New York
|
+$38.1M |
| 2 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$8.23M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.28M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.94M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.74M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.1M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.93M |
| 3 |
Barclays
London,
United Kingdom
|
-$1.56M |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
-$1.46M |
| 5 |
BA
Ballew Advisors
Jackson,
Mississippi
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
51
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | – | – | – |
|
|
AWM
52
Avondale Wealth Management
West Lake Hills,
Texas
| $3K | +$453 | +3 | +18% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $3K | +$3.32K | +22 | New |
|
|
BA
54
Ballew Advisors
Jackson,
Mississippi
| – | -$1.15M | -7,854 | Closed |
|
|
AFP
55
Ausdal Financial Partners
Davenport,
Iowa
| – | -$945K | -6,507 | Closed |
|
56
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$274K | -1,885 | Closed |
|
57
Stifel Financial
St. Louis,
Missouri
| – | -$218K | -1,500 | Closed |
|
|
FIA
58
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$213K | -1,437 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$52K | -358 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -30 | Closed |
|
61
JP Morgan Chase
New York
| – | -$2K | -15 | Closed |
|