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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 $413M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
43
Reduced
31
Closed
22
Calls
$10.6M
Puts
$14.2M
Net Calls
-$3.61M
Net Calls Change
-$6.57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$96.8M
2
CAS
2
Coppell Advisory Solutions
Texas
$20M
3
Jane Street
3
Jane Street
New York
$28.3M
4
WWA
4
WCG Wealth Advisors
Nevada
$10.8M
5
AFA
5
Atlas Financial Advisors
California
$20M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.33M
2
SW
2
SMART Wealth
Nebraska
$3.34M
3
HWM
3
Heirloom Wealth Management
Colorado
$248K
4
HW
4
Hamilton Wealth
California
$225K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$485K
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
76
Newbridge Financial Services Group
Florida
$139K 1,915 +845 +79%
SWM
77
Spire Wealth Management
Virginia
$124K 1,700 -200 -11%
TAM
78
Tucker Asset Management
Colorado
$84K 1,155 – –
MM
79
Main Management
California
$73K 1,000 – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$68.3K 939 -3,451 -79%
PTC
81
Private Trust Company
Ohio
$67.8K 932 +231 +33%
GWS
82
Glassman Wealth Services
Virginia
$61.7K 849 +849 New
NA
83
NewEdge Advisors
Louisiana
$59.9K 823 -1,428 -63%
CIAS
84
Capital Investment Advisory Services
North Carolina
$47.3K 650 +650 New
OLVIG
85
Oliver Lagore Vanvalin Investment Group
Michigan
$40K 550 – –
BWP
86
Baldwin Wealth Partners
Massachusetts
$36.4K 500 +450 +900%
PA
87
Parallel Advisors
California
$32.7K 450 – –
AA
88
Ancora Advisors
Ohio
$29.1K 400 -15,000 -97%
CG
89
Cutler Group
California
$29K 400 -2,200 -85%
FA
90
Faithward Advisors
Pennsylvania
$27.7K 389 -37 -9%
DWA
91
Delos Wealth Advisors
Texas
$23.6K 284 – –
AC
92
AlphaCore Capital
California
$18.3K 252 +252 New
AF
93
Allworth Financial
California
$16K 220 – –
VWM
94
Venturi Wealth Management
Texas
$15.3K 210 – –
AF
95
Advisornet Financial
Minnesota
$15.3K 210 -90 -30%
WBC
96
West Branch Capital
Massachusetts
$14.9K 205 +2 +1%
RCM
97
Raleigh Capital Management
North Carolina
$14.8K 203 +203 New
HIA
98
Harbor Investment Advisory
Maryland
$12.8K 176 – –
Citigroup
99
Citigroup
New York
$10K 138 – –
Simplex Trading
100
Simplex Trading
Illinois
$10K 151 -3,029 -95%
2 3
4
5 6