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

104 hedge funds and large institutions have $331M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
37
Reduced
26
Closed
21
Calls
$17.1M
Puts
$11.4M
Net Calls
+$5.67M
Net Calls Change
+$3.01M

Top Buyers

1
HWM
1
Heirloom Wealth Management
Colorado
$9.36M
2
GIA
2
Gladstone Institutional Advisory
Florida
$15.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
Mariner
4
Mariner
Kansas
$5.81M
5
CCM
5
Callodine Capital Management
Massachusetts
$3.83M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$607K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2K
4
CAS
4
Coppell Advisory Solutions
Texas
$0
5
CASC
5
Coppell Advisory Solutions Corp
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$1.53K 16 +14 +700%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.44K 15 -1,085 -99%
HT
103
Headlands Technologies
Illinois
$1.05K 11 +11 New
GWM
104
Geneos Wealth Management
Colorado
$670 7 – –
CASC
105
Coppell Advisory Solutions Corp
Texas
– – -229,550 Closed
CAS
106
Coppell Advisory Solutions
Texas
– – -229,550 Closed
CIM
107
Confluence Investment Management
Missouri
– – -87,404 Closed
SPC
108
Sigma Planning Corp
Michigan
– – -15,585 Closed
BEI
109
Benjamin Edwards Inc
Missouri
– – -14,068 Closed
GEM
110
Global Endowment Management
North Carolina
– – -12,000 Closed
IWM
111
Iams Wealth Management
Nebraska
– – -11,395 Closed
TWP
112
Tempus Wealth Planning
California
– – -8,375 Closed
LFAS
113
Level Four Advisory Services
Texas
– – -6,615 Closed
VWA
114
Visionary Wealth Advisors
Illinois
– – -5,554 Closed
SL
115
SWMG LLC
Texas
– – -3,152 Closed
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
– – -2,990 Closed
AAS
117
Avantax Advisory Services
Texas
– – -2,498 Closed
HWP
118
Heritage Wealth Partners
Ohio
– – -2,458 Closed
BF
119
BOK Financial
Oklahoma
– – -2,450 Closed
MM
120
Main Management
California
– – -1,000 Closed
MCC
121
Money Concepts Capital
Florida
– – -500 Closed
FA
122
Fiduciary Alliance
South Carolina
– – -124 Closed
USCWA
123
U.S. Capital Wealth Advisors
Texas
– – -100 Closed
RIA
124
Realta Investment Advisors
Delaware
– – -41 Closed
NA
125
NewEdge Advisors
Louisiana
– – -1 Closed
2 3 4
5
6