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

118 hedge funds and large institutions have $550M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
43
Reduced
24
Closed
16
Calls
$9.97M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.7M
3
RIG
3
RiverFront Investment Group
Virginia
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$77.1M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$9.91M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$303K
2
Jane Street
2
Jane Street
New York
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.06M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156K
Name Market Value Shares Shares
Change 		Shares
Change %
WBC
101
West Branch Capital
Massachusetts
$15.9K 211 +2 +1%
PP
102
Pacifica Partners
Canada
$7.46K 100 – –
PA
103
Pineridge Advisors
Missouri
$6.38K 85 +85 New
PB
104
Pinnacle Bancorp
Nebraska
$5.87K 78 +78 New
GWM
105
Geneos Wealth Management
Colorado
$5.41K 72 +65 +929%
GI
106
GAMMA Investing
California
$4.96K 66 +66 New
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$4.66K 62 – –
JFGIW
108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.66K 62 +62 New
BWL
109
Bogart Wealth LLC
Virginia
$3.83K 51 – –
CWC
110
Carolinas Wealth Consulting
North Carolina
$2.7K 36 +36 New
S
111
SignatureFD
Georgia
$2.03K 27 +27 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$1.56K 21 +1 +5%
US Bancorp
113
US Bancorp
Minnesota
$1.35K 18 +18 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$1.18K 15 – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$751 10 +9 +900%
RWPA
116
Richard W. Paul & Associates
Michigan
$751 10 +10 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$225 3 – –
CAM
118
Creekmur Asset Management
Illinois
$90 1 – –
Jane Street
119
Jane Street
New York
– – -204,403 Closed
IWM
120
IHT Wealth Management
Illinois
– – -52,658 Closed
SWP
121
Significant Wealth Partners
Illinois
– – -10,285 Closed
ACM
122
Ashford Capital Management
Delaware
– – -7,477 Closed
CF
123
Centaurus Financial
California
– – -7,273 Closed
Goldman Sachs
124
Goldman Sachs
New York
– – -6,310 Closed
GSC
125
Ground Swell Capital
South Carolina
– – -4,257 Closed
2 3 4
5
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