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

133 hedge funds and large institutions have $758M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

33% more capital invested

Capital invested by funds: $571M → $758M (+$187M)

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more funds holding

Funds holding: 119133 (+14)

2.01% more ownership

Funds ownership: 42.28%44.29% (+2%)

56% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $38.4M

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.91%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
32
Increased
46
Reduced
39
Closed
17
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
SpiderRock Advisors
Delaware
$263K +$256K +3,187 New
TI
102
TrueMark Investments
Illinois
$251K -$149K -1,849 -38%
Barclays
103
Barclays
United Kingdom
$239K -$80.4K -1,000 -26%
AAS
104
Annex Advisory Services
Wisconsin
$209K -$121K -1,500 -37%
CAS
105
Coppell Advisory Solutions
Texas
$193K
NFSG
106
Newbridge Financial Services Group
Florida
$181K -$96.3K -1,198 -35%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$106K -$3.46K -43 -3%
TAM
108
Tucker Asset Management
Colorado
$95.2K
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.6K +$3.86K +48 +6%
Simplex Trading
110
Simplex Trading
Illinois
$63K -$311K -3,873 -83%
GM
111
GeoWealth Management
Illinois
$56K +$54.7K +680 New
BWP
112
Baldwin Wealth Partners
Massachusetts
$44.6K +$3.29K +41 +8%
PA
113
Parallel Advisors
California
$37.1K
OLVIG
114
Oliver Lagore Vanvalin Investment Group
Michigan
$32.9K
CWM
115
CarsonAllaria Wealth Management
Illinois
$30.3K +$29.6K +368 New
PFBT
116
Parkside Financial Bank & Trust
Missouri
$27.4K +$3.54K +44 +15%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$26K +$24.5K +305 +3,050%
FWM
118
FSA Wealth Management
Massachusetts
$24.7K +$24.1K +300 New
GI
119
GAMMA Investing
California
$21K +$15.2K +189 +286%
WBC
120
West Branch Capital
Massachusetts
$17.6K +$241 +3 +1%
SWM
121
Spire Wealth Management
Virginia
$17.2K -$82.3K -1,024 -83%
NA
122
NewEdge Advisors
Louisiana
$10.3K +$10K +125 New
PP
123
Pacifica Partners
Canada
$8.24K
PA
124
Pineridge Advisors
Missouri
$6.67K -$321 -4 -5%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$6K -$246K -3,067 -98%