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

133 hedge funds and large institutions have $758M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

33% more capital invested

Capital invested by funds: $571M → $758M (+$187M)

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more funds holding

Funds holding: 119133 (+14)

2.01% more ownership

Funds ownership: 42.28%44.29% (+2%)

56% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $38.4M

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.91%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
32
Increased
46
Reduced
39
Closed
17
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
51
CHB Investment Group
Pennsylvania
$2.27M +$2.21M +27,544 New
WS
52
Wedbush Securities
California
$1.98M +$490K +6,094 +34%
RC
53
Rareview Capital
Nevada
$1.76M +$1.71M +21,316 New
PFS
54
Prospera Financial Services
Texas
$1.72M +$8.12K +101 +0.5%
Mariner
55
Mariner
Kansas
$1.63M +$59.1K +735 +4%
MAWAG
56
Mid-American Wealth Advisory Group
Missouri
$1.45M -$1.03M -12,788 -42%
CCWM
57
Cassaday & Co Wealth Management
Virginia
$1.25M
William Blair & Company
58
William Blair & Company
Illinois
$1.2M -$132K -1,647 -10%
SC
59
Sinecera Capital
Texas
$1.2M
SA
60
Sanctuary Advisors
Indiana
$1.19M +$217K +2,696 +20%
CFD
61
Creative Financial Designs
Indiana
$1.11M -$79.8K -993 -7%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.08M -$51K -635 -5%
Citadel Advisors
63
Citadel Advisors
Florida
$1.04M +$843K +10,486 +505%
Corient Private Wealth
64
Corient Private Wealth
Florida
$1.02M +$670K +8,331 +208%
BOSSRA
65
B.O.S.S. Retirement Advisors
Utah
$955K +$100K +1,249 +12%
DADC
66
D.A. Davidson & Co
Montana
$909K +$886K +11,030 New
JP Morgan Chase
67
JP Morgan Chase
New York
$833K -$257K -3,196 -24%
FTUS
68
Flow Traders U.S.
New York
$776K -$1.32M -16,473 -64%
Truist Financial
69
Truist Financial
North Carolina
$765K -$491K -6,108 -40%
IWC
70
Integrated Wealth Concepts
Massachusetts
$747K +$728K +9,062 New
HCM
71
Hollencrest Capital Management
California
$719K -$85.6K -1,065 -11%
TC
72
TownSquare Capital
Utah
$711K +$384K +4,782 +124%
ASN
73
Advisory Services Network
Georgia
$699K
NRWA
74
North Ridge Wealth Advisors
Oregon
$694K -$43.5K -541 -6%
HBS
75
Howard Bailey Securities
Indiana
$644K +$628K +7,819 New