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

104 hedge funds and large institutions have $331M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
37
Reduced
26
Closed
21
Calls
$17.1M
Puts
$11.4M
Net Calls
+$5.67M
Net Calls Change
+$3.01M

Top Buyers

1
HWM
1
Heirloom Wealth Management
Colorado
$9.36M
2
GIA
2
Gladstone Institutional Advisory
Florida
$15.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
Mariner
4
Mariner
Kansas
$5.81M
5
CCM
5
Callodine Capital Management
Massachusetts
$3.83M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$607K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2K
4
CAS
4
Coppell Advisory Solutions
Texas
$0
5
CASC
5
Coppell Advisory Solutions Corp
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$607K 6,334 -260,656 -98%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$583K 6,084 -81 -1%
CAG
53
Csenge Advisory Group
Florida
$546K 5,702 +1,866 +49%
Creative Planning
54
Creative Planning
Kansas
$420K 4,388 +4,388 New
EH
55
Equitable Holdings
New York
$407K 4,250 +4,250 New
FTUS
56
Flow Traders U.S.
New York
$399K 4,168 -35,066 -89%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$397K 4,149 – –
GSC
58
Grey Street Capital
Illinois
$385K 4,024 +4,024 New
Barclays
59
Barclays
United Kingdom
$374K 3,900 +2,400 +160%
SWA
60
Stratos Wealth Advisors
Ohio
$371K 3,873 -2,142 -36%
ACP
61
Aveo Capital Partners
Colorado
$370K 3,865 -991 -20%
MFG
62
Merit Financial Group
Georgia
$335K 3,500 – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$300K 3,136 +497 +19%
CF
64
Centaurus Financial
California
$288K 3,012 +3,012 New
HighTower Advisors
65
HighTower Advisors
Illinois
$284K 2,972 -24,925 -89%
NRWA
66
North Ridge Wealth Advisors
Oregon
$279K 2,918 +2,918 New
IP
67
Intellectus Partners
California
$244K 2,550 -2,250 -47%
AFO
68
Arrowroot Family Office
California
$234K 2,441 +2,441 New
SI
69
Sprott Inc
Ontario, Canada
$223K 2,330 – –
TF
70
Trek Financial
Arizona
$223K 2,328 +2,328 New
HPM
71
Hoxton Planning & Management
West Virginia
$221K 2,312 +2,312 New
MSL
72
Mackay Shields LLC
New York
$221K 2,310 +2,310 New
EIP
73
Ellis Investment Partners
Pennsylvania
$204K 2,128 +2,128 New
SWM
74
Spire Wealth Management
Virginia
$182K 1,900 +190 +11%
PTC
75
Private Trust Company
Ohio
$127K 1,324 +175 +15%
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3
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