ZROZ icon

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

Overview Fund Activity

140 hedge funds and large institutions have $725M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
43
Reduced
44
Closed
28
Calls
$8.13M
Puts
$9.59M
Net Calls
-$1.46M
Net Calls Change
+$19.9M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$53.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$34.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$62.2M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$91.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$43.9M
2
HWM
2
Horizon Wealth Management
Illinois
$308K
3
LPL Financial
3
LPL Financial
California
$59.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$25.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWM
51
Cassaday & Co Wealth Management
Virginia
$1.64M 23,962 +8,737 +57%
WS
52
Wedbush Securities
California
$1.45M 21,186 -2,804 -12%
Mariner
53
Mariner
Kansas
$1.33M 19,435 -320 -2%
EWA
54
EQ Wealth Advisors
Texas
$1.11M 16,118 +16,118 New
Truist Financial
55
Truist Financial
North Carolina
$1.1M 15,987 +6,700 +72%
FWM
56
FLP Wealth Management
Arkansas
$1.04M 15,197 +15,197 New
PFS
57
Prospera Financial Services
Texas
$1.02M 14,858 -5,993 -29%
FIA
58
Foundations Investment Advisors
Arizona
$1,000K 14,566 -48,568 -77%
EFS
59
Econ Financial Services
Pennsylvania
$947K 13,800 +13,800 New
BOSSRA
60
B.O.S.S. Retirement Advisors
Utah
$946K 13,783 +2,194 +19%
BL
61
BCWM LLC
Kansas
$904K 13,178 +13,178 New
William Blair & Company
62
William Blair & Company
Illinois
$895K 13,045 -1,507 -10%
VWA
63
Visionary Wealth Advisors
Illinois
$887K 12,931 +12,931 New
SA
64
Sanctuary Advisors
Indiana
$782K 11,400 -5,009 -31%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$780K 11,369 +5,422 +91%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$740K 10,778 +677 +7%
ASN
67
Advisory Services Network
Georgia
$710K 10,347 +1,033 +11%
LSIA
68
LaSalle St. Investment Advisors
Illinois
$639K 9,317 -26,482 -74%
AI
69
Atria Investments
North Carolina
$635K 9,254 +9,254 New
MWM
70
Maridea Wealth Management
New York
$635K 9,252 +9,252 New
DFG
71
Delphi Financial Group
Delaware
$634K 9,238 +9,238 New
ECA
72
Elevated Capital Advisors
Utah
$616K 8,972 +1,891 +27%
HBS
73
Howard Bailey Securities
Indiana
$568K 8,270 +451 +6%
Corient Private Wealth
74
Corient Private Wealth
Florida
$561K 12,255 -87 -0.7%
TSS
75
Two Sigma Securities
New York
$518K 7,542 +7,542 New
1 2
3
4 5