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

119 hedge funds and large institutions have $571M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

10% more funds holding

Funds holding: 108119 (+11)

8% more capital invested

Capital invested by funds: $527M → $571M (+$44.1M)

1% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $9.89M

0.53% more ownership

Funds ownership: 41.75%42.28% (+0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
43
Reduced
25
Closed
16
Calls
$9.96M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Annex Advisory Services
Wisconsin
$303K -$29.1M -392,241 -99%
Corient Private Wealth
77
Corient Private Wealth
Florida
$301K
KAS
78
Kestra Advisory Services
Texas
$295K +$45.5K +613 +19%
Barclays
79
Barclays
United Kingdom
$293K
TC
80
TownSquare Capital
Utah
$289K -$72K -970 -20%
MFG
81
Merit Financial Group
Georgia
$263K
JCFM
82
JBR Co Financial Management
Oklahoma
$258K +$255K +3,441 New
NFSG
83
Newbridge Financial Services Group
Florida
$255K -$3.71K -50 -1%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$235K -$36.9K -497 -14%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$231K +$228K +3,070 New
ACM
86
ADAR1 Capital Management
Texas
$225K
CAS
87
Coppell Advisory Solutions
Texas
$176K +$174K +2,340 New
PTC
88
Private Trust Company
Ohio
$161K +$23K +310 +17%
Citadel Advisors
89
Citadel Advisors
Florida
$156K -$4.97M -67,014 -97%
LFG
90
Larson Financial Group
Missouri
$100K -$7.79K -105 -7%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$95.9K
SWM
92
Spire Wealth Management
Virginia
$92.5K -$35K -472 -28%
Comerica Bank
93
Comerica Bank
Texas
$89.1K +$88K +1,186 New
TAM
94
Tucker Asset Management
Colorado
$86.7K
EC
95
EdgeRock Capital
Colorado
$75.5K +$74.6K +1,005 New
BCMLT
96
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.6K +$4.6K +62 +8%
BWP
97
Baldwin Wealth Partners
Massachusetts
$37.5K
PA
98
Parallel Advisors
California
$33.8K
OLVIG
99
Oliver Lagore Vanvalin Investment Group
Michigan
$30K -$74 -1 -0.3%
PFBT
100
Parkside Financial Bank & Trust
Missouri
$21.7K