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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 $413M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
43
Reduced
31
Closed
22
Calls
$10.6M
Puts
$14.2M
Net Calls
-$3.61M
Net Calls Change
-$6.57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$96.8M
2
CAS
2
Coppell Advisory Solutions
Texas
$20M
3
Jane Street
3
Jane Street
New York
$28.3M
4
WWA
4
WCG Wealth Advisors
Nevada
$10.8M
5
AFA
5
Atlas Financial Advisors
California
$20M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.33M
2
SW
2
SMART Wealth
Nebraska
$3.34M
3
HWM
3
Heirloom Wealth Management
Colorado
$248K
4
HW
4
Hamilton Wealth
California
$225K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$485K
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$603K 8,292 +8,292 New
CF
52
Centaurus Financial
California
$589K 8,093 -5,368 -40%
CAMG
53
CWA Asset Management Group
Florida
$561K 7,710 – –
Truist Financial
54
Truist Financial
North Carolina
$557K 7,656 +7,656 New
LNWTC
55
Laird Norton Wetherby Trust Company
Washington
$534K 7,348 +2,797 +61%
IWM
56
IHT Wealth Management
Illinois
$499K 6,864 -64,774 -90%
CF
57
Clarity Financial
Texas
$493K 6,778 +6,778 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$485K 6,667 -67,398 -91%
QAM
59
Q3 Asset Management
Michigan
$461K 6,342 +4 +0.1%
Barclays
60
Barclays
United Kingdom
$444K 6,100 +1,200 +24%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$432K 5,945 -53,145 -90%
Comerica Bank
62
Comerica Bank
Texas
$416K 5,713 +5,713 New
CAG
63
Csenge Advisory Group
Florida
$363K 4,997 -364 -7%
GM
64
GeoWealth Management
Illinois
$333K 4,582 +4,582 New
Creative Planning
65
Creative Planning
Kansas
$319K 4,388 – –
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K 4,149 – –
MFG
67
Merit Financial Group
Georgia
$255K 3,500 – –
1IA
68
1834 Investment Advisors
Wisconsin
$249K 3,430 +610 +22%
HWM
69
Heirloom Wealth Management
Colorado
$248K 3,410 -101,998 -97%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$230K 3,165 +78 +3%
HW
71
Hamilton Wealth
California
$225K 3,087 -68,499 -96%
AFO
72
Arrowroot Family Office
California
$210K 2,891 +71 +3%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$204K 2,805 -573 -17%
LFG
74
Larson Financial Group
Missouri
$187K 2,577 +2,577 New
FIA
75
FNY Investment Advisers
New York
$163K 2,250 +1,750 +350%
1 2
3
4 5