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

119 hedge funds and large institutions have $571M 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, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

10% more funds holding

Funds holding: 108119 (+11)

8% more capital invested

Capital invested by funds: $527M → $571M (+$44.1M)

1% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $9.89M

0.53% more ownership

Funds ownership: 41.75%42.28% (+0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% 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
25
Closed
16
Calls
$9.96M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
101
TD Private Client Wealth
New York
$18K +$17.8K +240 New
WBC
102
West Branch Capital
Massachusetts
$15.9K +$148 +2 +1%
PP
103
Pacifica Partners
Canada
$7.46K
PA
104
Pineridge Advisors
Missouri
$6.38K +$6.31K +85 New
PB
105
Pinnacle Bancorp
Nebraska
$5.87K +$5.79K +78 New
GWM
106
Geneos Wealth Management
Colorado
$5.41K +$4.83K +65 +929%
GI
107
GAMMA Investing
California
$4.96K +$4.9K +66 New
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$4.66K
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.66K +$4.6K +62 New
BWL
110
Bogart Wealth LLC
Virginia
$3.83K
CWC
111
Carolinas Wealth Consulting
North Carolina
$2.7K +$2.67K +36 New
S
112
SignatureFD
Georgia
$2.03K +$2K +27 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$1.56K +$74 +1 +5%
US Bancorp
114
US Bancorp
Minnesota
$1.35K +$1.34K +18 New
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.18K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$751 +$668 +9 +900%
RWPA
117
Richard W. Paul & Associates
Michigan
$751 +$742 +10 New
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$225
CAM
119
Creekmur Asset Management
Illinois
$90
Jane Street
120
Jane Street
New York
-$16.2M -204,403 Closed
IWM
121
IHT Wealth Management
Illinois
-$4.17M -52,658 Closed
SWP
122
Significant Wealth Partners
Illinois
-$815K -10,285 Closed
ACM
123
Ashford Capital Management
Delaware
-$593K -7,477 Closed
CF
124
Centaurus Financial
California
-$576K -7,273 Closed
Goldman Sachs
125
Goldman Sachs
New York
-$500K -6,310 Closed