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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 $413M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
43
Reduced
31
Closed
22
Calls
$10.6M
Puts
$14.2M
Net Calls
-$3.61M
Net Calls Change
-$6.57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$96.8M
2
CAS
2
Coppell Advisory Solutions
Texas
$20M
3
Jane Street
3
Jane Street
New York
$28.3M
4
WWA
4
WCG Wealth Advisors
Nevada
$10.8M
5
AFA
5
Atlas Financial Advisors
California
$20M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.33M
2
SW
2
SMART Wealth
Nebraska
$3.34M
3
HWM
3
Heirloom Wealth Management
Colorado
$248K
4
HW
4
Hamilton Wealth
California
$225K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$485K
Name Market Value Shares Shares
Change 		Shares
Change %
PP
101
Pacifica Partners
Canada
$6.84K 100 – –
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$4.51K 62 -331 -84%
HT
103
Headlands Technologies
Illinois
$3.93K 54 +39 +260%
BWL
104
Bogart Wealth LLC
Virginia
$3.71K 51 -47 -48%
SL
105
Savior LLC
Massachusetts
$3.35K 46 -22,627 -100%
SCM
106
SevenOneSeven Capital Management
Pennsylvania
$3.21K 45 -101 -69%
GWM
107
Geneos Wealth Management
Colorado
$1.67K 23 +16 +229%
AWM
108
Avondale Wealth Management
Texas
$1.65K 23 +1 +5%
TRCT
109
Tower Research Capital (TRC)
New York
$1.38K 19 -3 -14%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.2K 15 – –
AssetMark Inc
111
AssetMark Inc
California
$1.16K 16 +16 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$73 1 -3 -75%
FTUS
113
Flow Traders U.S.
New York
– – -46,628 Closed
JFG
114
Jefferies Financial Group
New York
– – -39,106 Closed
GS
115
GTS Securities
New York
– – -30,757 Closed
AWS
116
Atria Wealth Solutions
New York
– – -24,277 Closed
Goldman Sachs
117
Goldman Sachs
New York
– – -24,135 Closed
SWA
118
Stratos Wealth Advisors
Ohio
– – -10,060 Closed
RA
119
RFG Advisory
Alabama
– – -9,379 Closed
HF
120
HRT Financial
New York
– – -8,172 Closed
CIBC World Market
121
CIBC World Market
Ontario, Canada
– – -6,028 Closed
MML Investors Services
122
MML Investors Services
Massachusetts
– – -4,563 Closed
HighTower Advisors
123
HighTower Advisors
Illinois
– – -3,972 Closed
HCA
124
Harbour Capital Advisors
Virginia
– – -3,545 Closed
HPM
125
Hoxton Planning & Management
West Virginia
– – -2,963 Closed
2 3 4
5
6