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

108 hedge funds and large institutions have $527M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 27 closing their positions.

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
34
Reduced
37
Closed
27
Calls
$10.6M
Puts
$8.86M
Net Calls
+$1.76M
Net Calls Change
+$1.54M

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$31.6M
2
AAS
2
Annex Advisory Services
Wisconsin
$31.4M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$22.9M
4
Jane Street
4
Jane Street
New York
$16.2M
5
GG
5
GenWealth Group
New Jersey
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.8M
2
LPL Financial
2
LPL Financial
California
$47.7M
3
KF
3
Krilogy Financial
Missouri
$9.01M
4
Bank of America
4
Bank of America
North Carolina
$68.1M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
IFP Advisors
Florida
$1.66K 21 +21 New
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$1.53K 20 +20 New
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.19K 15 – –
CA
104
CoreCap Advisors
Michigan
$793 10 +10 New
GWM
105
Geneos Wealth Management
Colorado
$555 7 -30 -81%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$238 3 -3 -50%
CAM
107
Creekmur Asset Management
Illinois
$94 1 -105 -99%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$79 1 -33 -97%
USCWA
109
U.S. Capital Wealth Advisors
Texas
– – -111,676 Closed
SPIA
110
Steward Partners Investment Advisory
New York
– – -93,764 Closed
HWM
111
Horizon Wealth Management
Illinois
– – -77,638 Closed
CCM
112
Crew Capital Management
Ohio
– – -56,220 Closed
SW
113
SMART Wealth
Nebraska
– – -53,397 Closed
BA
114
Bridge Advisory
California
– – -34,349 Closed
AA
115
Ancora Advisors
Ohio
– – -33,343 Closed
MI
116
Motiv8 Investments
Florida
– – -25,101 Closed
Truist Financial
117
Truist Financial
North Carolina
– – -20,993 Closed
PFS
118
Prospera Financial Services
Texas
– – -15,003 Closed
ACP
119
Aveo Capital Partners
Colorado
– – -12,831 Closed
TIA
120
Traphagen Investment Advisors
New Jersey
– – -8,998 Closed
RBCM
121
Raub Brock Capital Management
California
– – -8,430 Closed
NA
122
NewEdge Advisors
Louisiana
– – -6,055 Closed
FTUS
123
Flow Traders U.S.
New York
– – -4,863 Closed
Wolverine Trading
124
Wolverine Trading
Illinois
– – -4,124 Closed
1IA
125
1834 Investment Advisors
Wisconsin
– – -3,430 Closed
2 3 4
5
6