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

112 hedge funds and large institutions have $392M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 20 closing their positions.

Holders
112
Holders Change
+8
Holders Change %
+7.69%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
46
Reduced
20
Closed
20
Calls
$17M
Puts
$14M
Net Calls
+$2.97M
Net Calls Change
-$2.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.7M
2
AWM
2
AE Wealth Management
Kansas
$21.5M
3
Jane Street
3
Jane Street
New York
$17M
4
SW
4
SMART Wealth
Nebraska
$16.4M
5
IWM
5
IHT Wealth Management
Illinois
$6.59M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$0
2
HWM
2
Horizon Wealth Management
Illinois
$445K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.12M
4
HW
4
Hamilton Wealth
California
$6.59M
5
CCM
5
Callodine Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wolverine Trading
76
Wolverine Trading
Illinois
$210K 2,321 +2,321 New
NA
77
NewEdge Advisors
Louisiana
$207K 2,251 +2,251 New
TSS
78
Two Sigma Securities
New York
$204K 2,213 +2,213 New
SWM
79
Spire Wealth Management
Virginia
$175K 1,900 – –
TAM
80
Tucker Asset Management
Colorado
$106K 1,155 +1,155 New
NFSG
81
Newbridge Financial Services Group
Florida
$98.5K 1,070 +1,070 New
MM
82
Main Management
California
$92K 1,000 +1,000 New
PTC
83
Private Trust Company
Ohio
$64.5K 701 -623 -47%
TFGT
84
TS Financial Group (TSFG)
Illinois
$57K 615 +615 New
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$50.6K 550 +35 +7%
FIA
86
FNY Investment Advisers
New York
$46K 500 +500 New
PA
87
Parallel Advisors
California
$41.4K 450 +450 New
FA
88
Faithward Advisors
Pennsylvania
$34.6K 426 – –
AF
89
Advisornet Financial
Minnesota
$27.6K 300 +300 New
DWA
90
Delos Wealth Advisors
Texas
$26.1K 284 +284 New
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$23.6K 393 +331 +534%
CAS
92
Coppell Advisory Solutions
Texas
$22.2K 246 +246 New
AF
93
Allworth Financial
California
$20.2K 220 – –
VWM
94
Venturi Wealth Management
Texas
$19.3K 210 – –
WBC
95
West Branch Capital
Massachusetts
$18.7K 203 +1 +0.5%
AAP
96
Arax Advisory Partners
Colorado
$18.5K 201 – –
HIA
97
Harbor Investment Advisory
Maryland
$16.2K 176 – –
Citigroup
98
Citigroup
New York
$12.7K 138 +2 +1%
SCM
99
SevenOneSeven Capital Management
Pennsylvania
$11.9K 146 -6 -4%
FA
100
Fiduciary Alliance
South Carolina
$11.4K 124 +124 New
2 3
4
5 6