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

99 hedge funds and large institutions have $379M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 16 closing their positions.

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
33
Reduced
16
Closed
16
Calls
$11.8M
Puts
$9.11M
Net Calls
+$2.66M
Net Calls Change
-$1.32M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$66M
2
LPL Financial
2
LPL Financial
California
$31.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$34.1M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$15.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LJAC
2
L.J. Altfest & Co
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
PA
4
Paragon Advisors
Texas
$3.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
76
Simplex Trading
Illinois
$54K 627 -411 -40%
OLVIG
77
Oliver Lagore Vanvalin Investment Group
Michigan
$43.7K 500 -42 -8%
MCC
78
Money Concepts Capital
Florida
$43.7K 500 +500 New
ASN
79
Advisory Services Network
Georgia
$40.2K 461 +461 New
FA
80
Faithward Advisors
Pennsylvania
$37.2K 426 -163 -28%
AF
81
Allworth Financial
California
$19.2K 220 – –
AAP
82
Arax Advisory Partners
Colorado
$17.6K 201 +201 New
WBC
83
West Branch Capital
Massachusetts
$17.5K 200 +50 +33%
BAM
84
Belpointe Asset Management
Nevada
$15.5K 177 +177 New
HIA
85
Harbor Investment Advisory
Maryland
$15.4K 176 – –
SCM
86
SevenOneSeven Capital Management
Pennsylvania
$13.6K 156 – –
FA
87
Fiduciary Alliance
South Carolina
$10.8K 124 +124 New
PP
88
Pacifica Partners
Canada
$8.87K 100 -125 -56%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$8.73K 100 +100 New
BWL
90
Bogart Wealth LLC
Virginia
$8.56K 98 -15 -13%
PMFA
91
Plante Moran Financial Advisors
Michigan
$6.29K 72 +72 New
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$5.41K 62 +62 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$5K 53 – –
RIA
94
Realta Investment Advisors
Delaware
$3.58K 41 +41 New
HI
95
Harbour Investments
Wisconsin
$2.7K 31 – –
AWM
96
Avondale Wealth Management
Texas
$1.93K 22 – –
GWM
97
Geneos Wealth Management
Colorado
$611 7 – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$175 2 +2 New
Jane Street
99
Jane Street
New York
– – -360,514 Closed
LJAC
100
L.J. Altfest & Co
New York
– – -116,697 Closed
1 2 3
4
5