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

120 hedge funds and large institutions have $571M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 25 closing their positions.

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
43
Reduced
25
Closed
25
Calls
$8.29M
Puts
$8.07M
Net Calls
+$221K
Net Calls Change
+$3.83M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
LPL Financial
2
LPL Financial
California
$71.5M
3
KF
3
Krilogy Financial
Missouri
$23.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$24.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$236K
2
Bank of America
2
Bank of America
North Carolina
$86.8M
3
CAS
3
Coppell Advisory Solutions
Texas
$200K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.76M
5
AFA
5
Atlas Financial Advisors
California
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BL
51
BCWM LLC
Kansas
$998K 11,698 -408 -3%
DFG
52
Delphi Financial Group
Delaware
$937K 10,980 – –
CG
53
Cutler Group
California
$843K 9,890 +9,490 +2,373%
PAG
54
Private Advisor Group
New Jersey
$808K 9,468 -24,268 -72%
NRWA
55
North Ridge Wealth Advisors
Oregon
$806K 9,449 +9,449 New
IWM
56
IHT Wealth Management
Illinois
$783K 9,180 +2,316 +34%
TIA
57
Traphagen Investment Advisors
New Jersey
$768K 8,998 +8,998 New
CA
58
Cetera Advisors
Colorado
$752K 8,808 +8,808 New
HCM
59
Hollencrest Capital Management
California
$750K 8,792 +8,792 New
RBCM
60
Raub Brock Capital Management
California
$719K 8,430 – –
FA
61
Fermata Advisors
California
$699K 8,195 -42,854 -84%
CAMG
62
CWA Asset Management Group
Florida
$658K 7,710 – –
RJFSA
63
Raymond James Financial Services Advisors
Florida
$607K 7,108 +1,163 +20%
NA
64
NewEdge Advisors
Louisiana
$517K 6,055 +5,232 +636%
RBFC
65
Roman Butler Fullerton & Co
Missouri
$505K 6,531 +6,531 New
AWS
66
Atria Wealth Solutions
New York
$428K 5,018 +5,018 New
FTUS
67
Flow Traders U.S.
New York
$415K 4,863 +4,863 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$359K 4,208 +1,403 +50%
FIA
69
Foundations Investment Advisors
Arizona
$358K 4,293 +4,293 New
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$354K 4,149 – –
HPM
71
Hoxton Planning & Management
West Virginia
$354K 4,152 +4,152 New
Wolverine Trading
72
Wolverine Trading
Illinois
$352K 4,124 +4,124 New
Barclays
73
Barclays
United Kingdom
$333K 3,900 -2,200 -36%
AFO
74
Arrowroot Family Office
California
$328K 3,849 +958 +33%
MFG
75
Merit Financial Group
Georgia
$299K 3,500 – –
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3
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