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

99 hedge funds and large institutions have $379M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 16 closing their positions.

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
33
Reduced
16
Closed
16
Calls
$11.8M
Puts
$9.11M
Net Calls
+$2.66M
Net Calls Change
-$1.32M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$66M
2
LPL Financial
2
LPL Financial
California
$31.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$15.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LJAC
2
L.J. Altfest & Co
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
PA
4
Paragon Advisors
Texas
$3.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$578K 6,615 +6,615 New
QAM
52
Q3 Asset Management
Michigan
$559K 6,402 +20 +0.3%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$538K 6,165 – –
SWA
54
Stratos Wealth Advisors
Ohio
$525K 6,015 +6,015 New
VWA
55
Visionary Wealth Advisors
Illinois
$485K 5,554 +5,554 New
ACP
56
Aveo Capital Partners
Colorado
$424K 4,856 -22,450 -82%
IP
57
Intellectus Partners
California
$422K 4,800 +850 +22%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K 4,149 +4,149 New
CAG
59
Csenge Advisory Group
Florida
$335K 3,836 -253 -6%
MFG
60
Merit Financial Group
Georgia
$306K 3,500 – –
SL
61
SWMG LLC
Texas
$275K 3,152 +3,152 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$262K 2,998 +733 +32%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$261K 2,990 +2,990 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$230K 2,639 +2,066 +361%
AAS
65
Avantax Advisory Services
Texas
$218K 2,498 +2,498 New
BF
66
BOK Financial
Oklahoma
$214K 2,450 -105 -4%
HWP
67
Heritage Wealth Partners
Ohio
$210K 2,458 +2,458 New
SI
68
Sprott Inc
Ontario, Canada
$203K 2,330 – –
SWM
69
Spire Wealth Management
Virginia
$149K 1,710 +1,710 New
Barclays
70
Barclays
United Kingdom
$131K 1,500 +500 +50%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$111K 1,100 +1,100 New
PTC
72
Private Trust Company
Ohio
$100K 1,149 +829 +259%
MM
73
Main Management
California
$87K 1,000 +1,000 New
Citigroup
74
Citigroup
New York
$83.4K 955 -115 -11%
CG
75
Cutler Group
California
$61K 700 +700 New
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3
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