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

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.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

12% more funds holding

Funds holding: 5966 (+7)

2% less capital invested

Capital invested by funds: $188M → $185M (-$3.22M)

2.68% less ownership

Funds ownership: 47.11%44.43% (-2.7%)

58% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $5.25M

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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$29K
HIA
52
Harbor Investment Advisory
Maryland
$23K
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$22K +$23.1K +166 New
BWL
54
Bogart Wealth LLC
Virginia
$18K +$18.8K +135 New
PP
55
Pacifica Partners
Canada
$17K
WBC
56
West Branch Capital
Massachusetts
$13K
CAAS
57
Capital Asset Advisory Services
Michigan
$8K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$7K
ODG
59
O'Dell Group
Ohio
$5K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3K -$5.56K -40 -66%
PA
61
Parallel Advisors
California
$3K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$3K
AWM
63
Avondale Wealth Management
Texas
$3K +$278 +2 +10%
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$2.78K +20 New
C
65
Covestor
United Kingdom
$1K
HR
66
Howe & Rusling
New York
$1K +$1.11K +8 New
IWC
67
Integrated Wealth Concepts
Massachusetts
-$20.9M -137,268 Closed
HSBC Holdings
68
HSBC Holdings
United Kingdom
-$3.53M -23,200 Closed
Invesco
69
Invesco
Georgia
-$259K -1,698 Closed
JP Morgan Chase
70
JP Morgan Chase
New York
-$76K -500 Closed
Simplex Trading
71
Simplex Trading
Illinois
-$42K -279 Closed
CG
72
Cutler Group
California
-$15K -100 Closed
EVM
73
Eaton Vance Management
Massachusetts
-$15K -100 Closed