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

118 hedge funds and large institutions have $550M 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, 24 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% 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
24
Closed
16
Calls
$9.97M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.7M
3
RIG
3
RiverFront Investment Group
Virginia
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$77.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$9.91M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$303K
2
Jane Street
2
Jane Street
New York
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.06M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156K
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$301K 4,011 – –
KAS
77
Kestra Advisory Services
Texas
$295K 3,922 +613 +19%
Barclays
78
Barclays
United Kingdom
$293K 3,900 – –
TC
79
TownSquare Capital
Utah
$289K 3,850 -970 -20%
MFG
80
Merit Financial Group
Georgia
$263K 3,500 – –
JCFM
81
JBR Co Financial Management
Oklahoma
$258K 3,441 +3,441 New
NFSG
82
Newbridge Financial Services Group
Florida
$255K 3,400 -50 -1%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$235K 3,136 -497 -14%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$231K 3,070 +3,070 New
ACM
85
ADAR1 Capital Management
Texas
$225K 3,000 – –
CAS
86
Coppell Advisory Solutions
Texas
$176K 2,340 +2,340 New
PTC
87
Private Trust Company
Ohio
$161K 2,151 +310 +17%
Citadel Advisors
88
Citadel Advisors
Florida
$156K 2,076 -67,014 -97%
LFG
89
Larson Financial Group
Missouri
$100K 1,333 -105 -7%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$95.9K 1,326 – –
SWM
91
Spire Wealth Management
Virginia
$92.5K 1,232 -472 -28%
Comerica Bank
92
Comerica Bank
Texas
$89.1K 1,186 +1,186 New
TAM
93
Tucker Asset Management
Colorado
$86.7K 1,155 – –
EC
94
EdgeRock Capital
Colorado
$75.5K 1,005 +1,005 New
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.6K 821 +62 +8%
BWP
96
Baldwin Wealth Partners
Massachusetts
$37.5K 500 – –
PA
97
Parallel Advisors
California
$33.8K 450 – –
OLVIG
98
Oliver Lagore Vanvalin Investment Group
Michigan
$30K 399 -1 -0.3%
PFBT
99
Parkside Financial Bank & Trust
Missouri
$21.7K 289 – –
TPCW
100
TD Private Client Wealth
New York
$18K 240 +240 New
2 3
4
5 6