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

68 hedge funds and large institutions have $217M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $682K

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

18% more capital invested

Capital invested by funds: $185M → $217M (+$32.5M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

5.99% more ownership

Funds ownership: 44.43%50.43% (+6%)

3% more funds holding

Funds holding: 6668 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
22
Reduced
14
Closed
16
Calls
$3.19M
Puts
$682K
Net Calls
+$2.5M
Net Calls Change
+$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
51
Cordasco Financial Network
Florida
$47K
AF
52
Allworth Financial
California
$24K
PP
53
Pacifica Partners
Canada
$24K +$11.2K +100 +80%
DWA
54
Delos Wealth Advisors
Texas
$20K +$20.2K +180 New
HIA
55
Harbor Investment Advisory
Maryland
$19K
WBC
56
West Branch Capital
Massachusetts
$16K +$5.61K +50 +50%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$14K -$38.7K -345 -73%
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$12K +$10.1K +90 +450%
BWL
59
Bogart Wealth LLC
Virginia
$7K -$8.2K -73 -54%
CAAS
60
Capital Asset Advisory Services
Michigan
$7K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$6K
PA
62
Parallel Advisors
California
$3K
HI
63
Harbour Investments
Wisconsin
$3K +$3.48K +31 New
AWM
64
Avondale Wealth Management
Texas
$2K
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$2K
C
66
Covestor
United Kingdom
$1K
CRC
67
Catawba River Capital
South Carolina
-$8.4M -63,384 Closed
Citadel Advisors
68
Citadel Advisors
Florida
-$4.68M -41,708 Closed
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
-$3.25M -24,515 Closed
LJAC
70
L.J. Altfest & Co
New York
-$3.09M -23,316 Closed
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
-$1.93M -14,525 Closed
SG
72
StoneX Group
New York
-$1.34M -10,100 Closed
GC
73
Guggenheim Capital
Illinois
-$521K -3,931 Closed
FFA
74
First Foundation Advisors
California
-$503K -3,798 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$320K -2,846 Closed