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

118 hedge funds and large institutions have $550M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
43
Reduced
24
Closed
16
Calls
$9.97M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.7M
3
RIG
3
RiverFront Investment Group
Virginia
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$77.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$9.91M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$303K
2
Jane Street
2
Jane Street
New York
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.06M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156K
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$1.09M 14,504 +1,814 +14%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.03M 13,735 +949 +7%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$998K 13,297 +9,241 +228%
SA
54
Sanctuary Advisors
Indiana
$965K 13,713 +13,713 New
PAG
55
Private Advisor Group
New Jersey
$933K 12,423 +2,682 +28%
BL
56
BCWM LLC
Kansas
$912K 12,142 +1,012 +9%
DFG
57
Delphi Financial Group
Delaware
$824K 10,980 – –
BOSSRA
58
B.O.S.S. Retirement Advisors
Utah
$776K 10,340 +10,340 New
HCM
59
Hollencrest Capital Management
California
$735K 9,792 +1,191 +14%
ASN
60
Advisory Services Network
Georgia
$699K 9,314 +9,314 New
NRWA
61
North Ridge Wealth Advisors
Oregon
$673K 8,959 -152 -2%
CWM
62
Centric Wealth Management
Illinois
$659K 8,725 +8,725 New
RWM
63
Revisor Wealth Management
Ohio
$557K 7,413 +7,413 New
RBFC
64
Roman Butler Fullerton & Co
Missouri
$549K 7,256 -225 -3%
ECA
65
Elevated Capital Advisors
Utah
$542K 7,224 +7,224 New
NWM
66
Napa Wealth Management
California
$435K 5,794 +5,794 New
AWS
67
Atria Wealth Solutions
New York
$429K 5,711 -250 -4%
TI
68
TrueMark Investments
Illinois
$367K 4,889 +4,889 New
FIA
69
Foundations Investment Advisors
Arizona
$359K 4,786 +253 +6%
Simplex Trading
70
Simplex Trading
Illinois
$348K 4,643 +4,218 +992%
GLR
71
Great Lakes Retirement
Ohio
$340K 4,522 +4,522 New
TSS
72
Two Sigma Securities
New York
$313K 4,171 +4,171 New
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K 4,149 – –
HPM
74
Hoxton Planning & Management
West Virginia
$304K 4,042 +47 +1%
AAS
75
Annex Advisory Services
Wisconsin
$303K 4,038 -392,241 -99%
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