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

112 hedge funds and large institutions have $392M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 20 closing their positions.

Holders
112
Holders Change
+8
Holders Change %
+7.69%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
46
Reduced
20
Closed
20
Calls
$17M
Puts
$14M
Net Calls
+$2.97M
Net Calls Change
-$2.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.7M
2
AWM
2
AE Wealth Management
Kansas
$21.5M
3
Jane Street
3
Jane Street
New York
$17M
4
SW
4
SMART Wealth
Nebraska
$16.4M
5
IWM
5
IHT Wealth Management
Illinois
$6.59M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$0
2
HWM
2
Horizon Wealth Management
Illinois
$445K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.12M
4
HW
4
Hamilton Wealth
California
$6.59M
5
CCM
5
Callodine Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$599K 6,510 +176 +3%
QAM
52
Q3 Asset Management
Michigan
$583K 6,338 -116 -2%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$575K 6,247 +6,247 New
CIBC World Market
54
CIBC World Market
Ontario, Canada
$555K 6,028 -56 -0.9%
CAG
55
Csenge Advisory Group
Florida
$493K 5,361 -341 -6%
Barclays
56
Barclays
United Kingdom
$451K 4,900 +1,000 +26%
HWM
57
Horizon Wealth Management
Illinois
$445K 4,837 -151,740 -97%
MML Investors Services
58
MML Investors Services
Massachusetts
$420K 4,563 +4,563 New
LNWTC
59
Laird Norton Wetherby Trust Company
Washington
$419K 4,551 +4,551 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$404K 4,390 +3,690 +527%
Creative Planning
61
Creative Planning
Kansas
$404K 4,388 – –
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K 4,149 – –
HighTower Advisors
63
HighTower Advisors
Illinois
$365K 3,972 +1,000 +34%
MFG
64
Merit Financial Group
Georgia
$322K 3,500 – –
HCA
65
Harbour Capital Advisors
Virginia
$321K 3,545 +3,545 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$311K 3,378 +242 +8%
Simplex Trading
67
Simplex Trading
Illinois
$292K 3,180 +2,346 +281%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$286K 3,106 +3,106 New
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$284K 3,087 +3,087 New
HPM
70
Hoxton Planning & Management
West Virginia
$273K 2,963 +651 +28%
AFO
71
Arrowroot Family Office
California
$260K 2,820 +379 +16%
1IA
72
1834 Investment Advisors
Wisconsin
$260K 2,820 +2,820 New
CG
73
Cutler Group
California
$239K 2,600 +2,010 +341%
SI
74
Sprott Inc
Ontario, Canada
$214K 2,330 – –
MSL
75
Mackay Shields LLC
New York
$213K 2,310 – –
1 2
3
4 5