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

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.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

99% more capital invested

Capital invested by funds: $190M → $379M (+$189M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $9.11M

25% more funds holding

Funds holding: 7999 (+20)

13.27% more ownership

Funds ownership: 37.51%50.77% (+13%)

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.59%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$578K +$592K +6,615 New
QAM
52
Q3 Asset Management
Michigan
$559K +$1.79K +20 +0.3%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$538K
SWA
54
Stratos Wealth Advisors
Ohio
$525K +$539K +6,015 New
VWA
55
Visionary Wealth Advisors
Illinois
$485K +$497K +5,554 New
ACP
56
Aveo Capital Partners
Colorado
$424K -$2.01M -22,450 -82%
IP
57
Intellectus Partners
California
$422K +$76.1K +850 +22%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K +$372K +4,149 New
CAG
59
Csenge Advisory Group
Florida
$335K -$22.7K -253 -6%
MFG
60
Merit Financial Group
Georgia
$306K
SL
61
SWMG LLC
Texas
$275K +$282K +3,152 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$262K +$65.7K +733 +32%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$261K +$268K +2,990 New
JP Morgan Chase
64
JP Morgan Chase
New York
$230K +$185K +2,066 +361%
AAS
65
Avantax Advisory Services
Texas
$218K +$224K +2,498 New
BF
66
BOK Financial
Oklahoma
$214K -$9.4K -105 -4%
HWP
67
Heritage Wealth Partners
Ohio
$210K +$220K +2,458 New
SI
68
Sprott Inc
Ontario, Canada
$203K
SWM
69
Spire Wealth Management
Virginia
$149K +$153K +1,710 New
Barclays
70
Barclays
United Kingdom
$131K +$44.8K +500 +50%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$111K +$98.5K +1,100 New
PTC
72
Private Trust Company
Ohio
$100K +$74.3K +829 +259%
MM
73
Main Management
California
$87K +$89.6K +1,000 New
Citigroup
74
Citigroup
New York
$83.4K -$10.3K -115 -11%
CG
75
Cutler Group
California
$61K +$62.7K +700 New