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

119 hedge funds and large institutions have $571M 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, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

10% more funds holding

Funds holding: 108119 (+11)

8% more capital invested

Capital invested by funds: $527M → $571M (+$44.1M)

1% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $9.89M

0.53% more ownership

Funds ownership: 41.75%42.28% (+0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% 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
25
Closed
16
Calls
$9.96M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Sinecera Capital
Texas
$1.09M
CFD
52
Creative Financial Designs
Indiana
$1.09M +$135K +1,814 +14%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$1.03M +$70.4K +949 +7%
JP Morgan Chase
54
JP Morgan Chase
New York
$998K +$686K +9,241 +228%
SA
55
Sanctuary Advisors
Indiana
$965K +$1.02M +13,713 New
PAG
56
Private Advisor Group
New Jersey
$933K +$199K +2,682 +28%
BL
57
BCWM LLC
Kansas
$912K +$75.1K +1,012 +9%
DFG
58
Delphi Financial Group
Delaware
$824K
BOSSRA
59
B.O.S.S. Retirement Advisors
Utah
$776K +$768K +10,340 New
HCM
60
Hollencrest Capital Management
California
$735K +$88.4K +1,191 +14%
ASN
61
Advisory Services Network
Georgia
$699K +$691K +9,314 New
NRWA
62
North Ridge Wealth Advisors
Oregon
$673K -$11.3K -152 -2%
CWM
63
Centric Wealth Management
Illinois
$659K +$648K +8,725 New
RWM
64
Revisor Wealth Management
Ohio
$557K +$550K +7,413 New
RBFC
65
Roman Butler Fullerton & Co
Missouri
$549K -$16.7K -225 -3%
ECA
66
Elevated Capital Advisors
Utah
$542K +$536K +7,224 New
NWM
67
Napa Wealth Management
California
$435K +$430K +5,794 New
AWS
68
Atria Wealth Solutions
New York
$429K -$18.6K -250 -4%
TI
69
TrueMark Investments
Illinois
$367K +$363K +4,889 New
FIA
70
Foundations Investment Advisors
Arizona
$359K +$18.8K +253 +6%
Simplex Trading
71
Simplex Trading
Illinois
$348K +$313K +4,218 +992%
GLR
72
Great Lakes Retirement
Ohio
$340K +$336K +4,522 New
TSS
73
Two Sigma Securities
New York
$313K +$310K +4,171 New
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K
HPM
75
Hoxton Planning & Management
West Virginia
$304K +$3.49K +47 +1%