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

133 hedge funds and large institutions have $758M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+15
Holders Change %
+12.71%
% of All Funds
1.92%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
32
Increased
46
Reduced
39
Closed
16
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.6M
2
HWM
2
Horizon Wealth Management
Illinois
$28.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$12.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$37.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.59M
2
RIG
2
RiverFront Investment Group
Virginia
$2.51M
3
RJA
3
Raymond James & Associates
Florida
$2.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$490K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
GLR
76
Great Lakes Retirement
Ohio
$615K 7,465 +2,943 +65%
RBFC
77
Roman Butler Fullerton & Co
Missouri
$608K 7,776 +520 +7%
RWM
78
Revisor Wealth Management
Ohio
$603K 7,311 -102 -1%
ECA
79
Elevated Capital Advisors
Utah
$584K 7,081 -143 -2%
PAG
80
Private Advisor Group
New Jersey
$569K 6,908 -5,515 -44%
TFA
81
Teamwork Financial Advisors
Texas
$568K 6,894 +6,894 New
BAM
82
Belpointe Asset Management
Nevada
$524K 6,362 +6,362 New
PWM
83
Prosperity Wealth Management
California
$516K 6,258 +6,258 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$490K 5,947 -29,149 -83%
SL
85
SWMG LLC
Texas
$486K 6,749 +6,749 New
AWS
86
Atria Wealth Solutions
New York
$471K 5,711 – –
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$446K 5,410 -25,653 -83%
HighTower Advisors
88
HighTower Advisors
Illinois
$444K 5,417 +5,417 New
NWM
89
Napa Wealth Management
California
$415K 5,031 -763 -13%
SPIA
90
Steward Partners Investment Advisory
New York
$389K 4,720 +4,720 New
AWA
91
Authentikos Wealth Advisory
California
$381K 4,624 +4,624 New
JCFM
92
JBR Co Financial Management
Oklahoma
$378K 4,590 +1,149 +33%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366K 4,444 +295 +7%
ACP
94
Aveo Capital Partners
Colorado
$356K 4,317 +4,317 New
PTC
95
Private Trust Company
Ohio
$351K 4,261 +2,110 +98%
HPM
96
Hoxton Planning & Management
West Virginia
$322K 3,903 -139 -3%
SFO
97
Stokes Family Office
Louisiana
$309K 3,750 +3,750 New
KWM
98
Kingsview Wealth Management
Oregon
$293K 3,552 +3,552 New
MFG
99
Merit Financial Group
Georgia
$288K 3,500 – –
FAM
100
Formidable Asset Management
Ohio
$265K 3,219 +3,219 New
2 3
4
5 6