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

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 16 closing their positions.

Holders
133
Holders Change
+15
Holders Change %
+12.71%
% of All Funds
1.92%
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
16
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.6M
2
HWM
2
Horizon Wealth Management
Illinois
$28.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$12.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$37.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.59M
2
RIG
2
RiverFront Investment Group
Virginia
$2.51M
3
RJA
3
Raymond James & Associates
Florida
$2.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$490K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
CIG
51
CHB Investment Group
Pennsylvania
$2.27M 27,544 +27,544 New
WS
52
Wedbush Securities
California
$1.98M 23,990 +6,094 +34%
RC
53
Rareview Capital
Nevada
$1.76M 21,316 +21,316 New
PFS
54
Prospera Financial Services
Texas
$1.72M 20,851 +101 +0.5%
Mariner
55
Mariner
Kansas
$1.63M 19,755 +735 +4%
MAWAG
56
Mid-American Wealth Advisory Group
Missouri
$1.45M 17,639 -12,788 -42%
CCWM
57
Cassaday & Co Wealth Management
Virginia
$1.25M 15,225 – –
William Blair & Company
58
William Blair & Company
Illinois
$1.2M 14,552 -1,647 -10%
SC
59
Sinecera Capital
Texas
$1.2M 14,539 – –
SA
60
Sanctuary Advisors
Indiana
$1.19M 16,409 +2,696 +20%
CFD
61
Creative Financial Designs
Indiana
$1.11M 13,511 -993 -7%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.08M 13,100 -635 -5%
Citadel Advisors
63
Citadel Advisors
Florida
$1.04M 12,562 +10,486 +505%
Corient Private Wealth
64
Corient Private Wealth
Florida
$1.02M 12,342 +8,331 +208%
BOSSRA
65
B.O.S.S. Retirement Advisors
Utah
$955K 11,589 +1,249 +12%
DADC
66
D.A. Davidson & Co
Montana
$909K 11,030 +11,030 New
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$833K 10,101 -3,196 -24%
FTUS
68
Flow Traders U.S.
New York
$776K 9,419 -16,473 -64%
Truist Financial
69
Truist Financial
North Carolina
$765K 9,287 -6,108 -40%
IWC
70
Integrated Wealth Concepts
Massachusetts
$747K 9,062 +9,062 New
HCM
71
Hollencrest Capital Management
California
$719K 8,727 -1,065 -11%
TC
72
TownSquare Capital
Utah
$711K 8,632 +4,782 +124%
ASN
73
Advisory Services Network
Georgia
$699K 9,314 – –
NRWA
74
North Ridge Wealth Advisors
Oregon
$694K 8,418 -541 -6%
HBS
75
Howard Bailey Securities
Indiana
$644K 7,819 +7,819 New
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