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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 $392M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 20 closing their positions.

Holders
112
Holders Change
+8
Holders Change %
+7.69%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
46
Reduced
20
Closed
20
Calls
$17M
Puts
$14M
Net Calls
+$2.97M
Net Calls Change
-$2.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.7M
2
AWM
2
AE Wealth Management
Kansas
$21.5M
3
Jane Street
3
Jane Street
New York
$17M
4
SW
4
SMART Wealth
Nebraska
$16.4M
5
IWM
5
IHT Wealth Management
Illinois
$6.59M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$0
2
HWM
2
Horizon Wealth Management
Illinois
$445K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.12M
4
HW
4
Hamilton Wealth
California
$6.59M
5
CCM
5
Callodine Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
101
Bogart Wealth LLC
Virginia
$9.02K 98 – –
PP
102
Pacifica Partners
Canada
$8.93K 100 – –
WP
103
WealthShield Partners
North Carolina
$6.44K 70 +70 New
BWP
104
Baldwin Wealth Partners
Massachusetts
$4.6K 50 +50 New
ODG
105
O'Dell Group
Ohio
$3.68K 40 +40 New
AWM
106
Avondale Wealth Management
Texas
$2.07K 22 – –
TRCT
107
Tower Research Capital (TRC)
New York
$2.03K 22 +22 New
HI
108
Harbour Investments
Wisconsin
$1.73K 19 -12 -39%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.39K 15 – –
HT
110
Headlands Technologies
Illinois
$1.38K 15 +4 +36%
GWM
111
Geneos Wealth Management
Colorado
$644 7 – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$368 4 -12 -75%
GIA
113
Gladstone Institutional Advisory
Florida
– – -163,543 Closed
CCM
114
Callodine Capital Management
Massachusetts
– – -40,000 Closed
LJAC
115
L.J. Altfest & Co
New York
– – -34,568 Closed
FAIM
116
Financial Advocates Investment Management
Washington
– – -15,928 Closed
PFS
117
Prospera Financial Services
Texas
– – -15,161 Closed
Renaissance Technologies
118
Renaissance Technologies
New York
– – -9,700 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– – -8,159 Closed
EH
120
Equitable Holdings
New York
– – -4,250 Closed
GSC
121
Grey Street Capital
Illinois
– – -4,024 Closed
ACP
122
Aveo Capital Partners
Colorado
– – -3,865 Closed
NRWA
123
North Ridge Wealth Advisors
Oregon
– – -2,918 Closed
IP
124
Intellectus Partners
California
– – -2,550 Closed
TF
125
Trek Financial
Arizona
– – -2,328 Closed
2 3 4
5
6