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

108 hedge funds and large institutions have $527M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 27 closing their positions.

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
34
Reduced
37
Closed
27
Calls
$10.6M
Puts
$8.86M
Net Calls
+$1.76M
Net Calls Change
+$1.54M

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$31.6M
2
AAS
2
Annex Advisory Services
Wisconsin
$31.4M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$22.9M
4
Jane Street
4
Jane Street
New York
$16.2M
5
GG
5
GenWealth Group
New Jersey
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.8M
2
LPL Financial
2
LPL Financial
California
$47.7M
3
KF
3
Krilogy Financial
Missouri
$9.01M
4
Bank of America
4
Bank of America
North Carolina
$68.1M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$772K 9,741 +273 +3%
NRWA
52
North Ridge Wealth Advisors
Oregon
$722K 9,111 -338 -4%
HCM
53
Hollencrest Capital Management
California
$682K 8,601 -191 -2%
CA
54
Cetera Advisors
Colorado
$666K 8,408 -400 -5%
CAMG
55
CWA Asset Management Group
Florida
$611K 7,710 – –
ACM
56
Ashford Capital Management
Delaware
$593K 7,477 -11,217 -60%
CG
57
Cutler Group
California
$587K 7,413 -2,477 -25%
CF
58
Centaurus Financial
California
$576K 7,273 +4,515 +164%
RBFC
59
Roman Butler Fullerton & Co
Missouri
$535K 7,481 +950 +15%
Goldman Sachs
60
Goldman Sachs
New York
$500K 6,310 -8,090 -56%
AWS
61
Atria Wealth Solutions
New York
$472K 5,961 +943 +19%
TC
62
TownSquare Capital
Utah
$382K 4,820 +4,820 New
FIA
63
Foundations Investment Advisors
Arizona
$359K 4,533 +240 +6%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$351K 4,431 +2,845 +179%
GSC
65
Ground Swell Capital
South Carolina
$337K 4,257 +4,257 New
FA
66
Fermata Advisors
California
$333K 4,199 -3,996 -49%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329K 4,149 – –
LSIA
68
LaSalle St. Investment Advisors
Illinois
$324K 3,802 – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$321K 4,056 -152 -4%
Corient Private Wealth
70
Corient Private Wealth
Florida
$318K 4,011 +4,011 New
AFO
71
Arrowroot Family Office
California
$317K 4,000 +151 +4%
HPM
72
Hoxton Planning & Management
West Virginia
$317K 3,995 -157 -4%
Barclays
73
Barclays
United Kingdom
$309K 3,900 – –
AWM
74
AE Wealth Management
Kansas
$298K 3,764 -57,421 -94%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$288K 3,633 +1,810 +99%
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3
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