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

66 hedge funds and large institutions have $185M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
15
Increased
23
Reduced
15
Closed
7
Calls
$2.23M
Puts
$5.25M
Net Calls
-$3.02M
Net Calls Change
-$4.71M

Top Buyers

1
IA
1
IFP Advisors
Florida
$11.1M
2
CRC
2
Catawba River Capital
South Carolina
$8.4M
3
TI
3
Tidal Investments
Wisconsin
$9.22M
4
BA
4
Bridge Advisory
California
$8.71M
5
Bank of America
5
Bank of America
North Carolina
$14.8M

Top Sellers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$0
2
FS
2
Ferguson Shapiro
Georgia
$214K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.11M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
Ameriprise
5
Ameriprise
Minnesota
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$29K 220 – –
HIA
52
Harbor Investment Advisory
Maryland
$23K 176 – –
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$22K 166 +166 New
BWL
54
Bogart Wealth LLC
Virginia
$18K 135 +135 New
PP
55
Pacifica Partners
Canada
$17K 125 – –
WBC
56
West Branch Capital
Massachusetts
$13K 100 – –
CAAS
57
Capital Asset Advisory Services
Michigan
$8K 60 – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$7K 53 – –
ODG
59
O'Dell Group
Ohio
$5K 40 – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3K 21 -40 -66%
PA
61
Parallel Advisors
California
$3K 24 – –
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$3K 19 – –
AWM
63
Avondale Wealth Management
Texas
$3K 22 +2 +10%
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$3K 20 +20 New
C
65
Covestor
United Kingdom
$1K 11 – –
HR
66
Howe & Rusling
New York
$1K 8 +8 New
IWC
67
Integrated Wealth Concepts
Massachusetts
– – -137,268 Closed
HSBC Holdings
68
HSBC Holdings
United Kingdom
– – -23,200 Closed
Invesco
69
Invesco
Georgia
– – -1,698 Closed
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
– – -500 Closed
Simplex Trading
71
Simplex Trading
Illinois
– – -279 Closed
EVM
72
Eaton Vance Management
Massachusetts
– – -100 Closed
CG
73
Cutler Group
California
– – -100 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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